Job Description
The Role
As a member of the WI / HCG Pricing Team, this Director role will be responsible for leading and managing a team of analysts to deliver impactful and insightful financial analysis to our business partners. The primary objective of the role will be to develop and lead a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization. You will be responsible for leading consultative analytics and executive level recommendations for clients and prospects in the Core market. The role will partner closely with Sales, Relationship Management, and many other client-focused business support groups to help both win new business and retain existing clients.
The Expertise and Skills You Bring
- A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree preferred
- 10+ years of professional experience in Finance with a successful track record in financial modeling and analysis
- Financial services experience; experience in benefits outsourcing (WI / HCG) a plus
- Proven ability to combine a strategic business perspective with strong project management and analytical skills
- Excellent presentation skills and the ability to communicate effectively with Finance and business partners across varying levels of the organization
- Strong interpersonal skills, proactively building consultative relationships across Finance and the business
- Proven leadership skills and ability to develop financial analyst talent and spur career development for the team
- Ability to prioritize, delegate, drive work and lead others in a highly matrixed environment
- Proficient in MS Excel and MS PowerPoint
The Value You Deliver
Leading high impact / high visibility financial analytics and deliverables across WI / HCGSynthesizing data, analyses, and conclusions into presentation form for senior managementThinking and working across WI / HCG and the broader Fidelity enterpriseProactive partnership and communication with Finance and business partnersUsing tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the businessWorking with the business to understand investment opportunities and provide cost benefit analyses to support decision makingLeading, managing, and developing analysts in a highly matrixed environmentHow Your Work Impacts the Organization
Workplace Investing (WI) is an industry leader in providing retirement, investment, and benefit solutions. Fidelity Healthcare Group (HCG) delivers workplace benefits to institutional clients and their participants. This is a critical finance role that will help drive key strategic priorities for WI / HCG and drive new business to generate value and grow market share for the firm.
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