Business Finance Partner, South Region

About the Opportunity

Job Type: Permanent
Application Deadline: 15 July 2026
Title: Business Finance Partner, South Region
Department: Finance
Location: Milan
Reports To: Head of Business Finance, EMEA distribution
Level: Senior Manager / Associate Director

About your role

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 challenge. 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 strategy and goals of the business.

Key elements of the role include:

• Business partnering with the senior members of the EMEA South Region and Marketing teams, developing a broad understanding of the Fidelity business model and a deep understanding of all aspects of asset management, especially sales, retention, product & propositions development & management, including all financial drivers.
• Building credibility through the provision of clearly presented financial information, constructive challenge and valued advice, supporting the goal of delivering real value and influencing decision making within this critical part of the business.
• Developing the South region business strategy and plans in the context of the Global strategy, ensuring that it is founded in robust financial analysis and narrative.
• Agreeing guardrails upfront with stakeholders in relation to key financial information 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 construction, pricing strategy, governance and support and expense & headcount scrutiny.

Key Responsibilities

• Own the finance relationship with the Head of South Region distribution.
• Support the financial approval process of business strategy 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 soundboard) and challenge to stakeholders, supporting decision making and the achievement of south region and marketing objectives and broader strategy.
• Act as key point of contact / 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 joined up and in the wider interests of the business and FIL.
• Lead the identification of cost savings, revenue growth, efficiencies and productivity enhancing opportunities.
• 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 MI, automating and standardising with wider group MI where possible.
• Participate in driving and embedding AI and data‑driven solutions where relevant.

About you

• Experience in the asset management industry and knowledge of its financial and operational drivers.
• Ability to command respect from senior stakeholders and peers, comfortable playing a part in senior management discussions.
• Ability to lead, influence, challenge, advise and offer alternative perspectives or solutions.
• Capability to identify information requirements and review, design and improve reporting and other processes.
• Strong collaboration and team‑working skills, ideally with experience of working in an international environment and matrix structure.
• Ability to multi‑task and prioritise under pressure.
• Italian and English speaking.

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. We’ll be flexible about where and when you work – finding a balance that works for all of us.

Equality, Diversity and Inclusion

Please note we are committed to providing equal opportunities to all candidates, regardless of background, religion, sexual orientation or identity. We value diversity and strive to create an inclusive environment where every individual can thrive and contribute with their unique skills.