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:

Finance

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.

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Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits

Company overview

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Hybrid work schedule

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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