Process Lead - Enterprise Reporting and Intelligence

Process Lead - Enterprise Reporting and Intelligence

About the Opportunity

Job Type: PermanentApplication Deadline: 10 May 2026

Job Description

                                                                                                

Title                 Process Lead - Enterprise Reporting and Intelligence

Department      Finance

Location          Gurgaon

Level                Business Finance -4

We are 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 each other - all over the world. So, join our Management Reporting & Governance team in Finance and feel like part of something bigger.

About your team

Finance is a global function at Fidelity International, with around three hundred dedicated employees and offices across 12 locations including UK, Germany, Bermuda, Australia, India and China. The Finance Department supports the management of the business in the achievement of business goals and objectives, and improves shareholder value by ensuring the timeliness, accuracy, integrity, consistency, and relevance of financial information, in relation to the business decision-making process.

About your team & role
Management Reporting & Governance team is a part of Enterprise Reporting & Intelligence Team within Finance. The team is a global centre of excellence for group management accounts and is responsible for production & maintenance of management books for Fidelity Financial Services. The department acts as a gatekeeper of all management P/L data used across Fidelity and is required to display strong business and accounting understanding along with knowledge of the key reporting systems including Hyperion Essbase, CFP, PCMCS. This role is responsible for aiding the production, review, and continuous improvement of enterprise-wide financial analysis, and management information that underpins decision-making at the highest levels of Fidelity International. The role is also responsible to assist wider team in preparation of presentations to the Global Operating Committee (GOC) and the FIL Board, often delivered by the Group CFO, and must therefore be accurate, insightful, and timely.

The jobholder will be responsible for complete ownership of all management accounting processes and data support, working closely with India technology teams, Business finance teams across geographies and regional finance controllership teams.  The role involves critical revenue and cost allocations, handling of data issues and acting upon various ad-hoc requests under tight timeframes. A key responsibility includes releasing management results each month within the group’s ‘Fast close’ timelines.

Beyond recurring deliverables, the role holder will be expected to conduct ad hoc analysis across any part of Fidelity International’s global business. This requires the ability to synthesise complex financial and operational data into clear insights at short notice, always with the utmost discretion given the confidential nature of the work.

Experience and Qualifications

• Qualified Chartered Accountant with at least 4-5 years of relevant work experience in finance
• Sound knowledge of accounting principles
• Good analytical skills with an eye for detail
• Good people management skills
• Comfortable reviewing and manipulating large volumes of data
• Strong analytical and investigations skills with an inquisitive mind
• Good communication skills – this role require extensive interaction with stakeholders across the globe
• Ability to grasp new concepts, assimilate information and deliver high quality solutions at speed
• Comfortable dealing with senior finance leaders
• Knowledge of Oracle/Smartview would be of particular advantage
• Flexible team player and proficient in multitasking
• Ability to work under pressure and to tight timelines
• Able to build strong working relationships within the wider team and finance department.

About you

• Production & maintenance of management accounts and publishing of monthly results
• Understanding in detail Fidelity’s revenue model and allocation methodologies
• Managing all related month-end processes including revenue & expense allocations and memo information
• Ensuring strict adherence to fast close timelines
• Analysing the management results and investigating any exceptions
• Liaise with stakeholders and counterparties to resolve all queries pertaining to management results in a timely manner
• Acting as central approver for all CFP COA dimensions
• Liaise with finance systems team and CFP support team to ensure synchronisation of data in CFP; Core Ledgers, MR Ledgers and PCMCS (Cost Allocation tool)
• Handling structure change requests in CFP MR and ensuring that changes are reflected in CFP system
• Maintenance of PCMCS allocation rules
• Effective documentation of processes
• Exception reporting on a timely basis
• Identifying, designing and enabling process improvement initiatives for increased efficiency
• Participation in key projects as required.

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Experience Level

Senior Level