Business Finance Partner, South Region (m|f|x) Lombardy

The purpose of this role is to partner with the Head of the EMEA South Region Business and the EMEA Chief Marketing Officer (both based in Italy) to provide high-quality strategic and financial insights, advice, and constructive feedback. The South region covers Italy, Iberia, and Latin America. The role holder will also assist the Head of Business Finance, EMEA Distribution, in supporting the achievement of the business’s strategy and goals.

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together—and supporting one another—all over the world. So, join our Business Finance team and feel like you’re part of something bigger.

• Business partnering with key senior members of the EMEA South Region and Marketing teams. This will involve developing a broad understanding of the Fidelity business model and a deep understanding of all aspects of asset management, particularly sales, retention, and product and proposition development and management, including all financial drivers.
• Building credibility by providing clearly presented financial information, constructive challenge, and valuable advice, supporting the goal of delivering real value and influencing decision-making within this critical part of the business.
• Developing the South Region’s business strategy and plans within the context of the global strategy, ensuring they are grounded in robust financial analysis and narrative. Agreeing on guardrails upfront with stakeholders regarding key financial metrics such as margins, minimum deal size, etc.
• Delivering business finance services to the South Region business, including budgeting, forecasting, financial analysis, management reporting, business case development, pricing strategy, governance and support, and scrutiny of expenses and headcount.

Tasks

• Manage the financial relationship with the Head of South Region Distribution. Support the financial approval process for business strategies and plans.
• Act as the primary finance partner to the EMEA Chief Marketing Officer, translating marketing strategy into clear financial implications and ensuring alignment with regional and global priorities.
• Provide financial and strategic insight, guidance (acting as a sounding board), and constructive challenge to stakeholders, supporting decision-making and the achievement of South Region and marketing objectives as well as broader strategy.
• Serve as the key point of contact and subject matter expert for strategic priorities and areas of focus
• Collaborate closely with Finance colleagues supporting Corporate Enablers, Investment, and Operations to ensure decisions are coordinated and in the broader interests of the business and FIL. 
• Lead the identification of cost savings, revenue growth, efficiencies, and opportunities to enhance productivity. 
• Partner closely with EMEA Distribution Business Finance colleagues and the globally based Finance support teams to coordinate processes, maintain high data quality, and deliver timely, accurate financial analysis.
• Drive continuous improvement of regular management information (MI), automating and standardizing it with broader group MI where possible. Participate in driving and embedding AI and data-driven solutions where relevant.

Profile / Your qualification / Your personality

• Experience in asset management, the industry, and knowledge of its financial and operational drivers.
• Able to command respect from senior stakeholders and peers, and comfortable participating in senior management discussions.
• Ability to lead, influence, challenge, advise, and offer alternative perspectives or solutions.
• Capable of identifying information requirements and reviewing, designing, and improving reporting and other processes.
• Strong collaboration and teamwork skills, ideally with experience working in an international environment and a matrix structure
• Ability to multitask and prioritize under pressure.
• Fluent in Italian and English

That awaits you

To start with, we’ll offer you a comprehensive benefits package. We’ll prioritize your well-being and support your professional growth. And we’ll be as flexible as possible about where and when you work—finding a balance that works for all of us. It’s all part of our commitment to ensuring you feel motivated by the work you do and happy to be part of our team.

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Contact

Location

Corso Italia 3, IT-20122 Milan