Summary

The Director role will report to the Head of Brokerage Central Finance and lead a team responsible for providing financial leadership to the Brokerage marketing team, with accountability for Financial Planning & Analysis (FP&A), business process management, and providing finance and decisions support for Brokerage marketing initiatives. This role delivers strategic insights and analysis to advise business strategy and decision making; measure and evaluate business performance and progress on key initiatives and provide leadership and mentoring to a team. The role will also be responsible for providing Brokerage vendor management oversight and playing key roles in multiple strategic Brokerage initiatives. Work closely with the Brokerage Marketing Product Area Leader and their team along with other Brokerage business partners. It also provides an opportunity to work across the company including partnering with Procurement, the Risk function, and other finance teams across Brokerage and the firm.

The Expertise and Skills You Bring

1. Bachelor's degree in Business, Finance, Accounting, Economics, or equivalent; MBA or advanced degree preferred
2. 10+ years’ experience in financial analysis and planning in the Finance industry
3. Experience in Financial Planning and Analysis, Budgeting, Revenue Models and Scenario Modeling
4. Experience with vendor management and knowledge of risk management
5. You are flexible and able to prioritize the team across multiple projects
6. Strong analytic, organizational and communication skills, conceptual thinking, and problem-solving capabilities
7. Solid knowledge of financial modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Thinkcell, Tableau, Business Objects) and the ability to teach others
8. Proven ability to craft presentations for senior management
9. Intellectual curiosity
10. Strong strategic and analytical skills combined with proven business and financial acumen
11. Excellent communication and interpersonal skills along with a strong ability to influence others and build relationships
12. Ability to develop and implement financial reporting that drives good financial discipline
13. Unmatched organizational and prioritization skills – ability to coordinate, think and act decisively and always with a broad perspective
14. Proven ability and flexibility to manage multiple high-priority, highly visible deliverables in a deadline driven environment
15. Passion and energy in everything you do and a customer obsessed mindset

The Value You Deliver

1. Supporting strategic FP&A activities: strategic and multi-year planning, budgeting, and forecasting; expense analysis; return on investment
2. Developing business cases and financial analysis to support investments and leading discussion with senior audiences
3. Providing Finance leadership for Brokerage marketing product area in support of business performance management processes, including the evolution of Objectives, KPIs, scorecards and Investment Portfolio
4. Contributing to cross Fidelity initiatives and Brokerage priorities including the Brokerage scale agenda, including unit costs views and measurement
5. Developing insightful customer analytics and monitoring business results and performance
6. Establishing and leading the Vendor management and oversight process for Fidelity Brokerage
7. Lead data-driven analysis and prepare content to support strategic decision-making
8. Sourcing information and synthesizing insights for executive management
9. Driving sound decision making for the Fidelity Brokerage business
10. Ability to lead a team: manage and motivate an effective team through solid organizational, coaching, and mentoring skills
11. Partnership with subject matter specialists and key partners
12. Talent Management: provide ongoing coaching and development to encourage collaboration and boost personal development

Skills

• Accounting
• Analytical Thinking
• Communications Skills
• Financial Analysis
• Leadership
• Strategic Thinking
• Team Collaboration