Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
This role is highly analytical and requires an individual who can deliver insightful financial analysis and decision support to our business partners, while mentoring a team in a fast-paced, complex portfolio environment.
The Role
The Director, Finance is a senior leader within the AM Line Finance organization, responsible for shaping and advancing how we measure, evaluate, and optimize technology investment performance across the AM Technology Portfolio.
Key Responsibilities
Deliver accurate, high-quality financial analysis and portfolio insights; serve as a trusted advisor on finance-related matters and influence portfolio and demand management decisions.
Strengthen analytical rigor by establishing portfolio performance frameworks, developing investment theses, and leading end-to-end business case development.
Drive clear attribution of value across technology initiatives through consistent measurement of outcomes, ROI, and resource effectiveness.
Lead strategic planning, portfolio reviews, and full lifecycle business case management, including governance and controls.
Partner closely with Finance VPs, Product, Platform, Engineering, and Data leaders, as well as Centers of Excellence (Tech Finance, Portfolio Costing), to support investment planning, forecasting, and value realization.
Enable outcome-oriented decision-making by translating complex financial and portfolio data into clear, actionable insights for senior leadership.
Build and maintain robust portfolio measurement frameworks to evaluate investment performance, delivery timing, and value realization.
Design scalable, repeatable reporting structures that provide transparency from initiative-level execution through enterprise-wide views.
Evaluate active and completed initiatives to identify value drivers and optimization opportunities.
Mentor and develop a team of analysts, strengthening team capabilities, prioritization, and overall performance.
The Expertise and Skills You Bring
Bachelor’s degree required; MBA or advanced degree preferred.
10 plus years of progressive finance experience with strong exposure to technology, product, or portfolio finance.
Demonstrated expertise in financial modeling, ROI analysis, business case development, and portfolio analytics.
Strategic mindset with the ability to connect financial insights to business outcomes and technology strategy.
Exceptional communication skills with the ability to simplify complex analysis for senior leadership.
Strong critical‑thinking, analytical, and problem‑solving abilities.
Experience working in dynamic, ambiguous environments with multiple stakeholders.
Experience supporting technology, data, or digital organizations strongly preferred.
Familiarity with tools such as CostIT, TrackIT, NGAV, Power BI, Anaplan
Proficiency in financial tools (Excel, PowerPoint, ThinkCell) and comfort with data visualization and analytics.
Demonstrates curiosity and a strong willingness to learn new tools, methods and skills to improve outcomes
Exhibit initiative and teamwork including being energetic, proactive, and collaborative; contributes as an active team player and leader.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.