Job Description:
The Role
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 highly sophisticated organization. The ability to partner with Decision Support, IT Finance senior leaders, IT product management, Controller, and other finance organizations is a necessity.
The Financial Analyst is aligned with a few BUs and tasked with providing excellent finance support and analysis to the BUs. The role is responsible for providing a broad range of financial analytics and reporting of revenue and expense trends, and execute financial controls. In addition, this position plays a lead role in month-end close activities and providing monthly financial reviews with variance commentary to leadership.
The Expertise You Have
- Bachelor’s degree in Finance, Accounting, or Business with 2 to 3 years of related Finance experience.
- 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.
The Skills You Bring
- Business maturity and presence to optimally interact with senior management.
- Proven excellent communication and interpersonal skills with confidence and ability to influence others across the company while building relationships.
- Keen ability to envision the 'big picture' while maintaining close attention to detail.
- Your solid understanding of financial principles and practical experience in applying this knowledge to business situations.
- Synthesis of analysis and research into strategic insights and practical recommendations.
- Solid knowledge of financial tools (Excel, PowerBI, TBM, Anaplan, PowerPoint) and financial modeling.
- Your ability to manage deliverables independently and with a high degree of efficiency.
The Value You Deliver
- Validate and providing clear and concise evaluations, analysis, and financial models.
- Developing financial analysis and reporting for BUs, month-end close processing, variance analysis and related business commentary.
- Supporting ongoing/ad-hoc analysis and develop recommendations, including scenario analysis.
- Evaluating and improving IT financial management processes to meet changing business needs and efficiency goals.
- Reviewing junior level analysts work for your assigned BUs.
- Coaching and develop junior level analysts.
Note: Fidelity is not providing immigration sponsorship for this position
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.
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