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skillventory - A Leading Talent Research Firm

Director, Finance

skillventory - A Leading Talent Research Firm

Director of Finance delivering insightful financial analysis and portfolio insights at Fidelity. Mentoring a team while shaping technology investment performance across the AM Technology Portfolio.

Posted 6/10/2026full-timeSmithfield • Massachusetts, New Hampshire, Rhode Island • 🇺🇸 United StatesLead💰 $110,000 - $222,000 per yearWebsite

About the role

Key responsibilities & impact
  • 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.

Requirements

What you’ll need
  • 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.

Benefits

Comp & perks
  • comprehensive health care coverage
  • emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingROI analysisbusiness case developmentportfolio analyticsportfolio performance frameworksinvestment thesesdata visualizationanalyticsfinancial analysisdemand management
Soft Skills
strategic mindsetexceptional communication skillscritical-thinkinganalytical abilitiesproblem-solvinginitiativeteamworkcollaborationmentoringprioritization
Certifications
Bachelor's degreeMBAadvanced degree