Director of Fund Financial & Tax Reporting at Fidelity assessing regulatory impacts and changes for the Shareholder Reporting Team. Collaborating with team leaders and maintaining documentation for new requirements.
About the role
- Senior FP&A Manager at American Veterinary Group turning data into insights for decision-making. Collaborating across multiple business units to enhance financial performance and support growth strategies.
Responsibilities
- Translate data and metrics into actionable insights for senior leaders and cross-functional teams.
- Analyze large, complex datasets to identify trends, risks, and opportunities.
- Build and maintain Power BI dashboards to visualize key metrics and support decision-making.
- Respond to open-ended analytical requests with structured, data-driven findings.
- Collaborate across functions to validate assumptions, data inputs, and results.
- Continuously enhance planning and reporting processes through automation and improved workflows.
- Prepare executive-level reporting materials and presentations with clarity and precision.
- Mentor analyst-level team members on modeling, reporting, and analytical best practices.
- Lead ad hoc analysis and special projects as needed.
- Build and complete three-statement financial models at both the business-unit level and the consolidated organizational level.
Requirements
- An ownership mindset—you take full accountability, follow through on commitments, and treat the business like it’s your own.
- Working with large and complex datasets, with a sharp eye for trends, anomalies, and drivers that impact business performance.
- Strong hands-on experience building and maintaining Power BI dashboards to visualize key metrics and tell a compelling, data-driven story.
- Advanced financial modeling and analytical skills, with the ability to translate complex data into clear, actionable recommendations.
- Comfortable learning new systems, tools, and concepts in a dynamic, fast-paced environment.
- Excellent communicator—able to simplify complex topics for non-financial audiences and work cross-functionally with teams across the organization.
- Highly organized and adaptable, with the ability to manage multiple projects, deadlines, and priorities.
- A mindset of continuous improvement, always looking to enhance reporting processes, data quality, and analytical output.
- Bachelor’s degree in finance, Accounting, Business Analytics, or a related field; MBA.
- 7+ years of progressive experience in FP&A, corporate finance, or business analysis.
- Strong proficiency in Power BI, including report creation, dataset management, and dashboard optimization.
- Advanced Excel skills, including financial modeling, scenario analysis, and model auditing.
- Experience with ERP and financial systems (e.g., Sage Intacct, Oracle, SAP) and a solid understanding of data structures.
- Experience in multi-site care, veterinary services, or other service-based operations is a plus.
- This role requires in-office presence in Tampa at least three days per week.
Benefits
- Competitive salary
- Flexible work schedules to support work-life balance
- Comprehensive group insurance including medical, dental, and vision
- Paid Family Leave and Paid Parental Leave (including maternity & paternity)
- Paid Time Off
- One Life Balance Day for added flexibility
- Amazing Pet Discounts to keep your furry family members covered
- Retirement Savings Plan with employer match to help build your future
- Employee Assistance Program (EAP) for mental health and wellbeing support
- Career development resources may include:
- Learning and development programs
- Tuition reimbursement
- A vibrant, inclusive culture
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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