Job Description:
Associate Financial Analyst
This position sits within the Center of Enterprise Technology Analytics team primarily supporting Fidelity Technology Business Units (BUs). This role is highly analytical and requires an individual who can multi-task in a fast-paced and complex organization while working in a team-oriented environment. The Associate Financial Analyst’s responsibilities include, but are not limited to, producing financial reports, producing, and reviewing monthly activity-based financials, reviewing cost allocation, and providing other documents and analysis that support the overall Finance function in achieving its strategic and business goals.
The Expertise and Skills You Bring
- Bachelor's degree required
- 1+ years of experience, preferably in an analyst role
- Excellent verbal, written communication, and presentation skills
- Excel skills required
- Applicants must have outstanding analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are a must.
- Intellectually curious, self-starter who takes initiative, learns quickly and is comfortable managing opposing priorities and multiple deadlines in a fast-paced environment
- Reliability, flexibility, and goal-oriented member of the team who is motivated for both individual and team success
- Thorough understanding of financial concepts, methodologies, and accounting principles and how they affect business decisions
- Maintains and prepares automated, standard, and ad hoc reports; pulls data systematically, aggregates, analyzes and tailors presentation of data to intended audience
- Demonstrates understanding of process flow and makes recommendations for improvement
- Excellent written and verbal interpersonal skills including ability to communicate effectively with Finance and business partners at varying levels of the organization
- Ability to take initiative and seek creative solutions that challenge conventional approach
- Strong experience with various software applications (Excel, PowerPoint, Power BI)
The Value You Deliver
- Supports the creation of detailed financial plans for functional expense and headcount.
- Dedicated partnerships and communication with business and finance partners
- Uses tools and business knowledge to provide insightful information, reporting and analytics.
- Provides timely and thorough response to ad hoc financial requests.
- Preparing BU revenue and expense reporting, month-end close processing as well as variance analysis.
The Team
The Center of Enterprise Technology Analytics team provides operational and financial support to Fidelity’s Enterprise Technology organization. As a finance function, our mission is to drive outstanding business performance and maximize the long-term value of the firm.
Certifications:
Category:Finance
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Top Skills
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
