- Performing proactive and targeted data analysis to identify improvement strategies and risks for management in conjunction with our risk & project partners.
- Understanding and documenting processes, assisting in identifying risks and gaps, recommending controls and improvements to workstreams.
- Validating adherence to existing controls.
- Supporting internal and external audit inquiries.
- Managing and monitoring project objectives to measure success.
- Establishing a strong rapport with Corporate Risk, Corporate Audit, Corporate Technology, Controllership and other Corporate functions.
- Delivering multiple work streams simultaneously.
- Bachelor's degree required with 3+ year(s) risk management, audit, compliance, or project management experience. Work experience in Treasury is a plus.
- Ability to apply risk related strategies including identification of gaps in controls, recommending improvements, reporting and tracking the effectiveness of current and future controls.
- Experience in data analysis techniques and visualization tools (PowerPoint, Excel, SharePoint, Power BI).
- Effective in participating in a variety of different projects and collaborating with varying team members.
- Strong prioritization skills in dealing with ambitious demands.
- Resourceful at crafting and maintaining documentable processes for identifying and managing risks and advancing risk-related issues.
- Proven written and oral communication skills - can articulate clearly with all levels of employees.
- Keen attention to detail combined with the ability to summarize findings in an organized, professional manner.
- Strong organizational navigator who collaborates effectively.
- Treasury Risk proactively engages in self-assessment of risks including operational, technology, financial, and organization risks. Treasury Risk identifies, analyzes, aggregates, and reports on significant risk events and helps management improve controls and processes.
- The Treasury Program Management function was established to be a permanent change management culture and delivering on a multiyear process and technology transformation project within the Treasury function.
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Manager, Treasury - Boston, United States - Fidelity Investments
Description
Job Description:
Based within the Treasury Risk and Program Management team in Corporate Treasury, this role is accountable for coordinating, improving, and delivering of value across Treasury and its key business partners.
Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.The main functions of this role include risk and governance, program management, data analysis, and executive report preparation. To successfully complete these responsibilities, the ideal candidate will be capable of supporting multiple projects across all areas of focus. They will be able to effectively contribute to sophisticated analysis, can multi-task, and be a great teammate who thrives in a small, impactful work environment.
The Value You Deliver
The Expertise and Skills You Bring
The Team
The Treasury Risk and Program Management team provides in-depth analytical support and drives the critical initiatives for Corporate Treasury through internal and external collaboration.
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling (XXX) XXX-XXXX, prompt 2, option 3.
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