Director, Finance
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Job Location:
Smithfield, NC - USA
Monthly Salary:
Not Disclosed
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description:
Job Title: Director Finance
The Role
As a Director within the Fidelity Wealth (FW) Finance Team you will support the Investment Advisor Group (IAG) by delivering impactful insightdriven financial analysis to business partners. You will lead a broad range of analytics financial management activities and strategic business partner support to drive improved outcomes and financial performance across the organization.
You will be responsible for producing consultative analytics and executivelevel recommendations for key strategic priorities business performance management annual planning and goal setting for IAG leadership. The role also requires close collaboration with the Compensation team on Advisor compensation strategy and execution.
In this linefinance position you will partner closely with IAG business leaders FW Finance leaders colleagues across the Finance organization and critical Compensation stakeholders. Additionally you will play a key leadership role by mentoring and guiding junior financial analysts within the group.
The Expertise and Skills You Bring
- Bachelors degree in Finance Economics or related field; MBA or advanced degree preferred
- 10 years of Finance experience with a strong track record in financial modeling and analysis
- FP&A and linefinance experience with proven ability to partner effectively with senior leaders
- Exceptional management analytical communication conceptual thinking project management and problemsolving skills
- Ability to both lead and contribute within team environments
- Confidence business maturity and presence to work independently and collaborate across all organizational levels including with senior executives
- Demonstrated project management experience including establishing timelines and overseeing full project lifecycles
- Strong interpersonal skills with the ability to build consultative crossfunctional relationships
- Ability to quickly gain subjectmatter expertise and apply institutional knowledge to produce highquality analytics
- Proven ability to manage multiple priorities in a deadlinedriven environment with comfort navigating ambiguity
- Initiative and creativity in challenging conventional approaches and driving innovative solutions
- Demonstrated leadership skills with the ability to develop financial analyst talent
- Ability to prioritize delegate and lead effectively in a matrixed environment understanding when to involve other centers of excellence
Note: Fidelity is not providing immigration sponsorship for this position
The Team
As part of the Fidelity Wealth Finance organization you will support senior management by providing insightful actionable financial analysis that guides decisionmaking impacting Fidelitys clients associates and future this role you will collaborate across Finance Compensation and IAG leadership to deliver highimpact analytics strategic recommendations and proactive partnership that advance the goals and development of the broader business.
Certifications:
Category:
FinanceMost 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.
Please be advised that Fidelitys 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.
Required Experience:
Director
Key Skills
- Accounting Software
- Forecasting
- Ellucian
- Financial Report Writing
- GAAP
- Accounting
- Corporate Finance
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Management
- Financial Planning
About Company
The benefits you provide are about more than your workplace. They’re about life. Together, let’s create a program that meets the changing needs of your employees and your business.
