Senior Manager, Finance Insights & Analytics

Job Description:

Job Title: Senior Manager, Finance Insights & Analytics

The Role

The Senior Manager - Finance Intelligence & Insights (BIA) role within ETGS Finance is responsible for delivering accurate, high quality financial insights to the Finance and Technology leadership and creating high value and outstanding experience to all stakeholders. Role involves analyzing various aspects of technology spend and portfolio, identify opportunities to optimize spend, understand drivers and help decision making through a consultative approach.

The position is for US based locations and reports to the Vice President, Finance.

Specifically, the role will be responsible for:

• Focuses on broader strategic projects and engagements that provide insights in alignment with the Firm’s strategic objectives

• Understands business problems clearly, formulates analytical approaches, gathers required data from various sources and delivers actionable insights from the analyses

• Build partnerships with other Finance groups, Technology organizations and Strategic Planning offices to support organization-wide efforts with finance analytics

• Engage actively with other Analytics and Data groups across peer Finance and Technology organizations

• Interprets key issues on a broader external context and for internal review. Presents implications and recommendations with a strategic perspective. Influences management actions

• Guides decisions for application of financial models to meet business needs on a sustainable basis. Ensures consistency of methodology and quality/ reasonableness of output. Effectively defines output for decision making

The Expertise And Skills You Bring

• Experienced and knowledgeable in financial data analytics, critical thinking, data-driven approach, business savvy and a collaborative spirit to partner with stakeholders and understand critical business questions

• 10+ years of post-qualification experience

• Strong data mining, visualization and presentation skills to generate and present insights from disparate data sources and types

• Knowledge of Data Querying (SQL, Snowflake or equivalent), Statistics, Data modeling, and/or analytical techniques

• Good to have knowledge of programming using Python or similar tools

• Understanding of technology cost drivers, financial statements, Budgeting and Planning process, FinOps, and emerging technological trends is nice to have

• Deals effectively with higher levels of situational ambiguity to surface, resolve and avoid

• issues with internal and external constituencies

• Ability to interpret key issues, make decisions, suggest recommendations leveraging existing procedures and tools

• Ability to collaborate across the larger organization, engage / leverage existing COEs, building partnerships across stakeholders to provide holistic solutions

• Communicate skillfully (Listening to understand, storytelling, influencing)

• Navigating complexity/ Sense Making (Finding meaning in the abstract, ability to determine the deeper meaning or significance of what is being expressed)

• Strategic orientation & Self driven (Focuses on the big picture and outside in approach while problem solving)

• Strong verbal and written communication skills and the ability to influence senior management

• Excellent organization and written/verbal communication skills required.

• Knowledge on Financial analytics tools, data mining, data visualization tools and presentation skills

• Proficiency with programming / database querying tools (SQL, R, Python, etc.) highly preferred

• Understanding of technology cost drivers and pricing mechanisms of various tools and infrastructure preferred

• Qualified candidate with a undergraduate/ graduate (e.g. MBA) from a reputed institution

• Prior experience in data mining, analytics and/or financial analysis

Note: Fidelity is not providing immigration sponsorship for this position

The Team

You will be part of the Enterprise Technology Finance organization, partnering closely with Finance leadership, Technology teams, Strategic Planning offices, and peer Analytics and Data groups across the firm. The team supports enterprise-wide initiatives by delivering financial insight, governance, and decision support that aligns with the firm’s strategic priorities. Collaboration, integrity, and impact-driven analytics are central to how the team operates and delivers value across the organization.

Certifications:

Category:

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.