Strategic Finance Performance & Insights Lead

Fidelity Investments Inc.; Covington (KY); On-site; USD 100,000 - 160,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Sr. Manager, Finance Business Performance and Insights to deliver data-driven insights and strategic analysis, supporting business decisions across Brokerage Finance.

You will synthesize large datasets, create executive-ready visuals, and contribute to cross-functional initiatives with finance partners across the firm. The role requires strong communication, analytical skills, and the ability to manage multiple high-priority projects concurrently, with an

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
• Strong working knowledge of finance-based datasets and methodologies a plus
• Experience 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
• Ability to contribute to multiple projects concurrently
• Solid knowledge of Brokerage or Wealth Business units a plus
• Strong analytic, organizational and communication skills, conceptual thinking, and problem-solving capabilities
• Ability to synthesize large amounts of information into concise, actionable story for leaders
• Solid knowledge of financial modeling, presentation, and data visualization tools (Excel, PowerPoint, Thinkcell, Alteryx, Tableau, Business Objects, SQL)

Responsibilities

• Deliver data, insights and analysis to advise business strategy and decision making
• Contribute to executive presentations used across the enterprise
• Collaborate with finance teams across the firm
• Lead efforts to synthesize large datasets into concise leadership stories
• Develop dashboards and visualizations to analyze performance and initiatives
• Partner with business lines to drive informed decision making
• Manage multiple high-priority deliverables in a deadline-driven environment
• Build and maintain strong relationships with the broader finance community

Skills

Data analytics

Financial analysis

Performance measurement

Decision support

Revenue models

Cross-functional collaboration

Leadership

Storytelling/presentations

Visualization design

Education

Bachelor's degree in Business/Finance/Data Science or equivalent

MBA or advanced degree a plus

Tools

Excel

PowerPoint

Thinkcell

Alteryx

Tableau

SQL

Business Objects

Job description

Fidelity Investments Inc. is seeking a Sr. Manager, Finance Business Performance and Insights to deliver data-driven insights and strategic analysis, supporting business decisions across Brokerage Finance.

You will synthesize large datasets, create executive-ready visuals, and contribute to cross-functional initiatives with finance partners across the firm. The role requires strong communication, analytical skills, and the ability to manage multiple high-priority projects concurrently, with an