Finance Performance & Insights Manager

Fidelity Investments Inc.; Covington (KY); On-site; USD 90,000 - 120,000; Full time

Job summary

Fidelity Investments Inc. in Covington, KY seeks a Manager, Finance Business Performance & Insights to deliver data, insights and analysis to advise strategy, measure performance and monitor key initiatives across Brokerage Finance. You will help develop executive presentations used across the enterprise.

The role requires 1–3+ years in data analytics and financial analysis, strong visualization skills (Power BI/Tableau), and ability to speak clearly with leaders. Onsite work model applies.

Qualifications

• 1–3+ years' experience in data analytics and financial and business analysis.
• Basic knowledge of finance-based datasets and methodologies is a plus.
• Experience in accessing disparate datasets and creating visualizations to drive analysis.
• Experience in Decision Support, Customer Analytics, Performance Measurement, and Revenue Models.
• Flexible and able to contribute to multiple projects concurrently.
• Solid working knowledge of Brokerage or Wealth business units is a plus.
• Strong analytic, organizational and communication skills; ability to build concise stories for leaders.

Responsibilities

• Deliver data, strategic insights and analysis to advise business strategy and decision making.
• Measure and evaluate business performance and monitor key initiatives.
• Contribute to executive presentations used across the enterprise.
• Collaborate with finance teams across the firm to support time-critical projects.

Skills

Data analytics

Financial analysis

Visualization design

Executive storytelling

Cross-functional collaboration

Communication

Problem solving

Education

Bachelor's degree in Business/Finance/Economics/Data Science/Info Sciences

MBA or advanced degree a plus

Tools

Excel

PowerPoint

Thinkcell

Alteryx

Tableau

SQL

Business Objects

Job description

Fidelity Investments Inc. in Covington, KY seeks a Manager, Finance Business Performance & Insights to deliver data, insights and analysis to advise strategy, measure performance and monitor key initiatives across Brokerage Finance. You will help develop executive presentations used across the enterprise.

The role requires 1–3+ years in data analytics and financial analysis, strong visualization skills (Power BI/Tableau), and ability to speak clearly with leaders. Onsite work model applies.