Associate Director - Finance Change and Risk

Department: Group Finance

Location: Gurgaon

About Fidelity International

Fidelity International offers world class investment solutions and retirement expertise. We are a privately owned, independent company,
with the commitment and resources to provide the investment expertise, technology and service innovation needed to help our clients
achieve their financial goals.

Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference.
While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest,
respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always
put our clients first.

Find out more about what we do, our history, and how you could be a part of our future at www.fidelityrecruitment.com/europe/about-us

Our Values

All of our people must be able to demonstrate affinity with the Fidelity core values:

Innovation – Being willing to experiment and try new and better ways to serve our clients.
Integrity – Taking personal responsibility for always acting in the best interests of our clients.
Excellence – Striving to be the best while knowing we can always be better next time.

Our Behaviours

All of our people must be able to operate in accordance with our behaviours:

Commitment – We are committed to our clients and proud to work for Fidelity. We push through obstacles to make things happen; we
make decisions quickly and thoughtfully. We are individually committed to building a culture of excellence.
Collaboration – We collaborate with colleagues, seek alternative views, invite different ideas and always challenge traditional thinking.
This approach allows us to create a whole that is much greater than the sum of its parts.
Client Focus – We are expected to, and measured on, our ability to put our client first. We go the extra mile to understand their needs
and strive to exceed their expectations. We listen carefully, we communicate clearly, and we’re quick to respond. We’re respectful of the
trust placed in us to manage their money.

Department Description

Financial function in India is responsible for P2P, controllership and FP&A activities for various regions and includes group related
activities performed for FIL as a whole. Key responsibilities of the teams are
 accounting & control,
 transaction processing
 Group/legal entity year-end and audit
 direct & indirect taxation,
 treasury & regulatory compliances,
 MIS reporting’s and supporting the extended business finance teams in different regions.

Purpose of your role

This role will require a successful individual to lead global finance projects/programmes on behalf of the Finance user community. The
role requires strong collaboration with the Technology teams and will require the individual to communicate with Senior Managers to
keep them up to date with progress, issues and developments of changes. Liaise with programme and project managers and attend
programme and project meetings to bring a directorate perspective to business change and develop a partnership approach to enable
both sides to deliver successful outcomes in making the transition from programmes/projects to BAU.

www.fidelityrecruitment.com
Constantly look to improve the service Finance Change provides to the business on the Change programme of work and look at for
innovative solution, collaboration and ideas to improve process, control and risk environment.

Key Responsibilities

The roles and responsibilities will be as follows:

 Overall Finance Change ownership of key change projects and working with respective process owners to establish a delivery
roadmap aligning to the Finance Change Strategy. This will require developing a good understanding of the Finance
processes and current state and also looking ahead at innovative solutions for efficiencies.

 Manage and drive Finance’s requirements :

o Service Delivery requirements
o Determine SLAs based upon business and Finance priorities
o Ensure that all operational controls are in place, applications documentation is maintained and kept up to date
o Feedback to Technology on the quality and level of technical support service being received, and work with
Technology to resolve any relationship issues
 Governance:
o Define and enforce Finance Systems policies, standards and controls around the utilisation of Finance applications
o Prioritise the introduction of systems change into the ERP and associated applications, working with Technology as
required on end of life issues

Experience and Qualifications Required

Technical
a) Qualified CA or MBA from premier institute with minimum 12 years of relevant work experience.
b) Strong Project Management skills
c) Driving Business readiness for change programmes & contribute and drive the Finance Strategy
d) Shows attention to detail and an appetite to dive into issues in depth as needed;
e) Collaborative approach to develop, share, accept and implementation of ideas
f) Identify opportunities & implement solutions to improve process

Business Partnering
a) Responding to the expectations of senior stakeholders in finance and technology teams;
b) Strong written and verbal communication skills;
c) Ability to challenge conventional ideas/ status quo.

Teamwork & Motivational

a) Ability to work as part of a team and contribute towards team goals, but equally able to work independently and deliver
results;
b) Ability to complete multiple tasks against tight deadlines, able to prioritise and organise effectively;
c) Ability to grasp new concepts, assimilate information and deliver high quality solutions at speed;
d) Resilient, energetic and enthusiastic;
e) Able to cope with sustained pressure;
f) Flexible and adaptable, responds rapidly to change.

www.fidelityrecruitment.com