Sr. Manager, Finance Business Performance & Insights

Soteria Reinsurance Ltd.; Covington, Northern (KY, KY); Hybrid; USD 120,000 - 170,000; Full time

Job summary

Fidelity Investments in Covington, KY seeks a Sr. Manager, Finance Business Performance & Insights to deliver data-driven insights and strategic analysis across brokerage finance.

You will synthesize large datasets, create compelling visuals, and craft executive-level presentations for leadership across the enterprise. The role requires strong analytical and communication skills and the ability to lead multiple projects simultaneously.

Qualifications

• Bachelor's degree in Business, Finance, Economics, Data Science, Information Sciences, or equivalent; MBA or advanced degree a plus.
• 3-5 years’ experience in data analytics, and financial and business analysis, preferably in the Financial Services industry.
• Strong working knowledge of finance-based datasets and visualization tools to drive analytical insights.

Responsibilities

• Deliver data, strategic insights and analysis to advise business strategy and decisions.
• Measure and evaluate business performance and monitor key initiatives.
• Develop executive presentations used across multiple forums and the enterprise.
• Collaborate with finance teams across the firm and partner with subject matter experts.

Skills

Power BI

Tableau

Thinkcell

Alteryx

SQL

Data storytelling

Financial acumen

Storytelling with data

Education

Bachelor's degree in Business, Finance, Economics, Data Science, Information Sciences, or equivalent

MBA or advanced degree a plus

Tools

MS Excel

PowerPoint

Power BI

Tableau

Thinkcell

SQL

Job description

## Sr. Manager, Finance Business Performance & InsightsApply: Covington, KY: Full time: Posted Today: 2129222## ## Job Description:**Note: Fidelity will not provide immigration sponsorship for this position****The Role**The Sr. Manager, Finance Business Performance and Insights within the Brokerage Finance team will deliver the data, strategic insights and analysis to advise business strategy and decision making, measure and evaluate business performance, and monitor key initiatives. You will be a contributor to the development of executive presentations which will be used across multiple forums and widely across the enterprise. This role will provide an opportunity to work across the company and partner with other finance teams across the firm. **The Expertise We’re Looking For*** Bachelor's degree in Business, Finance, Economics, Data Science, Information Sciences, or equivalent; MBA or advanced degree a plus* 3-5 years’ experience in data analytics, and financial and business analysis, preferably in the Financial Services industry* Strong working knowledge of finance-based datasets, methodologies a plus* Experience in assembling disparate datasets and creating nuanced visualizations to drive analytical analysis of business performance* Experience in Decision Support, Customer Analytics, Performance Measurement, and Revenue Models.* You are flexible and can contribute to multiple projects concurrently* Solid working knowledge of Brokerage or Wealth Business units a plus.* Strong analytic, organizational and communication skills, conceptual thinking, and problem-solving capabilities* Ability to lead efforts to synthesize large amounts of information into concise, actionable story for leaders* Solid knowledge of financial modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Thinkcell, Alteryx, Tableau, Business Objects, SQL)**The Skills You Bring*** You have a passion for visualization design and dashboard development using Power BI, Tableau, or similar tools.* Intellectual curiosity and willingness to dig deeply into business problems to understand causal factors* Proven ability to craft presentations for leaders* Strong strategic and analytical skills combined with proven business and financial acumen* Excellent communication and interpersonal skills along with a strong ability to influence others and build relationships* Strong ability to learn new datasets, business processes, and visualization tools depending on project scope* Proven ability and flexibility to manage multiple high-priority, deliverables in a deadline driven environment* Passion and energy in everything you do and a customer obsessed mindset**The Value You Deliver*** Contributing to the coordination and execution of highly visible deliverables and projects* Empowering business partners with information and insights that directly impact organizational goals.* Driving sound decision making for the Fidelity Brokerage business* Maintaining positive relationships with broader finance community to ensure consistency in analysis approach, standards for data and definitions, and being dedicated in supporting time critical projects* Managing projects and motivating an effective team through solid organizational, collaboration, and coaching skills* Partnership with subject matter specialists and key partners 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.