Director, Finance

Fidelity; United States; On-site; USD 110,000 - 222,000; Full time

Job summary

Fidelity is seeking a Director in the Finance team supporting Fidelity Brokerage's Client Services organization. You will deliver executive-ready analytics and strategic recommendations to influence decision making and improve performance.

The role focuses on Stock Plan Services and Scale Our Service initiatives, with mentorship of junior team members. The ideal candidate has 10+ years in Finance, strong modeling, advanced analytics, and exceptional communication skills to engage senior

Qualifications

• Bachelor's in Finance or Economics; MBA preferred.
• 10+ years in Finance with financial modeling/analysis.
• Ability to communicate complex data to executives and influence decisions.
• Strong project management and consultative analytics capabilities.

Responsibilities

• Lead high-impact financial analytics and presentations for senior management.
• Provide strategic recommendations to drive business performance across Finance and Client Services.
• Mentor and develop junior staff within the finance organization.
• Collaborate across Finance and business units to standardize data and analytics.
• Support the Stock Plan Services and Scale Our Service initiatives with ad hoc analyses.

Skills

Executive communication

Project management

Analytical thinking

Strategic business sense

Cross-functional collaboration

Education

Bachelor's degree in Finance or Economics

MBA or advanced degree preferred

Tools

MS Excel

MS PowerPoint

Thinkcell

Tableau

SQL

Job description

Job Description:

Fidelity will not provide immigration sponsorship for this position.

This Director role is a key member of the Finance team supporting Fidelity Brokerage's Client Services organization. The position provides strategic recommendations that enable business leaders to make informed decisions and drive business performance.

The primary focus of the role is supporting the Stock Plan Services organization within Client Services. You will also support Brokerage's Scale Our Service initiative. Responsibilities include ad hoc business performance analysis, development of executive-level insights and recommendations, and leadership of consultative analytics focused on the organization's most critical strategic priorities.

In addition, the Director will contribute to the development, coaching, and mentorship of junior team members, helping to build a high-performing finance organization. This role will play a critical part in supporting the continued growth, scalability, and evolution of the business.

Successful candidates will demonstrate exceptional analytical and problem-solving capabilities, strong executive communication skills, and the ability to manage multiple priorities effectively in a fast-paced, dynamic environment.

The Expertise You Have

• A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree preferred
• 10 plus years of professional experience in Finance with a successful track record in financial modeling and analysis
• Proven ability to combine a strategic business perspective with strong project management and analytical skills, with solid business and financial acumen
• Excellent written and verbal communications skills, including the ability to tell the story and craft presentations to communicate complex financial information to influence executive decision making
• Strong interpersonal skills, proactively building consultative relationships across Finance and the business
• Solid knowledge and expertise in financial, presentation, and data visualization tools (MS Excel, MS PowerPoint, Thinkcell, Tableau, CWE/SQL)
• Intellectual curiosity, flexibility, and the ability to contribute to the team are musts

The Skills You Bring

• Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management
• Outstanding critical thinking, problem solving, decision-making, and analytical skills
• Project management experience establishing timelines and leading all aspects of the project lifecycle
• Strong interpersonal skills, proactively building consultative relationships across Finance and the business
• Ability to gain subject matter expertise in a short time period and apply institutional knowledge to develop quality analytics
• Proven ability, flexibility, and resourcefulness to manage several priorities in a deadline driven environment, having comfort with ambiguity
• Ability to take initiative and seek creative solutions that challenge conventional approach
• Ability to prioritize, delegate, drive work and lead others in a highly matrixed environment, displaying the judgment to know when to involve other COEs

The Value You Deliver

• Leading high impact / high visibility financial analytics and deliverables across Distribution and PI more broadly
• Leading analyses and strategic recommendations to management and business partners
• Synthesizing data, analyses, and conclusions into presentation form for senior management
• Thinking and working across not only PI, but enterprise-wide to ensure consistency in analysis approach, standards for data and definitions, and proactive support of time critical projects
• Proactive partnership and communication with business and Finance partners
• Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business
• Working with the business to understand investment opportunities and provide cost benefit analyses to support decision making

Fidelity's Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $110,000-$222,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at ho