Workplace Financial Consultant providing financial planning and investment advice to participants at Fidelity. Engaging with clients through meetings and workshops in the local community.
SF
Hybrid Senior Manager, Finance
Posted 11 minutes ago
About the role
- Senior Manager in Finance developing financial analysis and insights for decision-making at Fidelity. Leading financial deliverables and ensuring due diligence in vendor deals across enterprise technology initiatives.
Responsibilities
- Develop and deliver financial analysis, due diligence, and strategic insights to enable effective decision‑making.
- Ensure adherence to financial due diligence standards while supporting the execution of ET vendor deals.
- Lead the preparation of financial deliverables, including price and quantity analysis, financial scenarios aligned to product strategy, and vendor pricing assessments.
- Analyze vendor quotes and evaluate pricing proposals to ensure alignment with financial expectations and enterprise standards.
- Drive effective deal execution and closure in collaboration with Procurement, Product Management, Strategy & Planning, and ET Finance.
Requirements
- A bachelor’s degree in finance, economics, or equivalent; MBA or advanced degree preferred
- 7+ years of professional Finance experience with a strong track record in financial modeling and analysis
- Financial services experience; technology experience is a plus
- Proven ability to blend strategic business perspective with strong project management and analytical skills
- Excellent written and verbal communication skills, including the ability to “tell the story” to senior stakeholders
- Proficiency in MS Excel and MS PowerPoint; experience with data visualization tools and the ability to teach others
- Confidence, business maturity, and presence to work independently and influence at all levels of the organization
- Strong attention to detail with excellent organization skills
- Outstanding critical‑thinking, problem‑solving, decision‑making, and analytical capabilities
- Strong interpersonal skills with the ability to build consultative relationships across Finance and the business
- Ability to quickly gain subject‑matter expertise and apply institutional knowledge to build effective analytics
- Proven flexibility and resourcefulness in managing multiple priorities in a deadline‑driven, ambiguous environment
- Initiative and creativity in identifying solutions that challenge conventional approaches
- Ability to work effectively in a highly matrixed environment with strong judgment on navigating cross‑functional processes.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
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