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Fidelity InvestmentsPosted 1 week ago

Senior Manager, FP&A

$89,000–$180,000 year

On-siteBoston, Massachusetts, United States

Full TimeSenior LevelEnterprise

Job Summary

Coordinate annual budgeting, rolling forecasts, and multi-year business planning for Pembroke's global portfolio and management company. Manage monthly, quarterly, and annual cash flow forecasts, review budget-to-actual variances, and consolidate asset-level business plans into fund and investor views. Support preparation of investor materials, maintain key performance indicators, and conduct portfolio-level scenario analysis and stress testing. Lead business-side administration of FP&A systems including PBCS and BI tools, ensuring data integrity across Yardi, Argus, and other source platforms.

Required Qualifications

  • Undergraduate degree in Business, Accounting, Finance, Economics, or equivalent
  • 5+ years of work experience in finance and accounting, FP&A, or similar role
  • experience within the commercial real estate industry
  • Proficient in financial, presentation, modeling and data visualization tools (Excel, PowerPoint, Oracle PBCS, Anaplan, Thinkcell, Tableau, SQL)
  • Strategic problem-solving skills, with the ability to break down issues, take an end-to-end view, and propose alternative solutions
  • Strong organizational and prioritization skills
  • collaborative in approach, with the ability to work independently and meet deadlines across multiple offices and time zones
  • Self-motivated work ethic, with the ability to conduct oneself according to the company's core values
  • Strong written, verbal and presentation communication skills
  • Fidelity's Onsite Working Model

Desired Qualifications

  • MBA or advanced degree
  • experience within the commercial real estate industry
  • Familiarity with real estate tools, including Yardi, MRI, or Argus Enterprise

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