AD - Enterprise Performance

Leading UK based investment solutions and services firm having more than 2.5 million customers globally.

Manage the provision of regular financial information to key customers, being primarily the Global Operating Committee
members, the FIL and FID board members and shareholders.
• Provision of high quality and informative financial data for inclusion in internal and external presentations; including but not
limited to CFO video updates and town hall/team meeting business updates, updates to credit rating agencies and insurance
underwriters, shareholder briefings, year-end merit cycle budget proposals.
• Define, monitor and report to the Global Operating Committee the KPIs for Fidelity International as a whole, Investment
Solutions & Services, Workplace & Personal Financial Health and Corporate Enablers; including liaising with the CEO’s office
and providing support for the half-year business review process.
• Track and report on market share and addressable market size.
• Provide multi-year profit projections for Fidelity International, flexing recent three-year forecast data for latest market and
foreign exchange rate levels and preparing associated scenario analysis and stress testing.
• Financial modelling and analysis for Fidelity International, providing insight and challenge that drive corporate performance.
• Participate in forecasting and planning activities, including challenging the plans of the business.
• Manage the process for producing draft and final results summaries and sharing with impacted stakeholders, including the
CFO; this includes maintaining strong working relationships with Group Finance and NAV accounting teams and
understanding differences between management, US GAAP and NAV results.
• Promote a deeper understanding of the drivers of revenue and cost.
• Provide clear financial insight through the continuous improvement of reporting formats and well-written commentary,
supporting decision-making and the achievement of Fidelity International objectives.
• Manage and prioritise the workload of those members of the Enterprise Performance team who are responsible for
performance reporting.
• Review the output of team members, setting high standards, providing coaching and guidance for future improvement.
• Ensure timely delivery and accuracy of all regular deliverables.
• Ensure, where possible, that management reporting is automated and consistent in format with other CFO group reporting.
• Ensure any ad hoc deliverables are turned out to expectation or higher in a timely fashion.
• Assist in the development and maintenance of a sound financial control environment.
• Contribute to the ongoing improvement of information systems and processes.
• Contribute to the setting of objectives for and support the personal development of all team members.

• Well-developed client-facing interpersonal skills with good presence, used to dealing with all levels of seniority.
• Strong verbal and written business English communication skills, experience of writing financial commentary for senior
stakeholder consumption.
• Strong visual communication in terms of presentation material.
• Robust analytical and numerate ability (including modelling skills) coupled with a commercial outlook; used to helping a
business achieve its objectives.
• Very high level of attention to detail yet also able to see the big picture and distil and articulate key facts or themes.
• Good planning, prioritisation, problem solving and organisational skills; good experience of anticipating needs and
communicating continuously, taking care of details, keeping stakeholders well informed of status/progress.
• A resilient questioning approach; ability to spot, investigate and explain irregularities.
• A self-motivated individual with a “can-do” attitude and the ability to work intensively with a full sense of ownership of the work
product at all times.
• Good team player used to successfully working and collaborating with colleagues within the department and across the wider
Fidelity organisation.
• Experienced people manager ideally from a global matrix environment with significant experience of coaching and reviewing
the work of staff.
• Flexibility to work in a changing environment.
• Experience of the asset management industry would be an advantage.
• Highly proficient in use of Microsoft Office packages, including Excel, PowerPoint and Teams.
• Knowledge of Essbase, HFM, OBIEE, Tableau, Anaplan and JDE would be an advantage