Job Description:
Job Description
Senior Financial Analyst, Brokerage Central Finance
The Role
The Senior Financial Analyst (SFA) role is a member of the Brokerage Central Finance team and will be responsible for delivering strategic insights and analysis with a focus on decision support and executive reporting supporting the Brokerage marketing team. You will play a role in supporting Brokerage marketing initiatives and other initiatives across Brokerage Finance. The role will also be responsible for providing Brokerage vendor management oversight and work closely with Risk, Procurement, and other business partners across the firm. Success will require an analytic attitude, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity.
The Expertise and Skills You Bring
- A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus
- 5+ years of professional experience in Finance with a successful track record in financial modeling and analysis; 3+ years of experience with advanced degree
- Financial services experience or experience in Retail Investing a plus
- Experience with vendor management and knowledge of risk management a plus
- Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Hyperion Essbase, Anaplan
- Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization
- Intellectual curiosity
- Outstanding analytical and problem-solving skills, working independently to perform most analyses
- Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy
- Strong interpersonal skills
- Ability to take initiative and seek creative solutions that challenge conventional approaches
- Confidence and ability to influence others across the organization
- Flexible and adaptable teammate
- Ability to respond to shifting priorities while maintaining progress of regularly scheduled work
The Value You Deliver
- Contributing to Brokerage Marketing initiatives and other Brokerage priorities
- Providing ad hoc analysis to support senior management on key strategic and operational decisions
- Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis and financial models
- Driving enhanced vendor management oversight for the Brokerage business
- Become an expert in various tools and systems critical to delivering information to our senior leaders
- Key contributor to senior executive presentations, with a focus on accuracy, timeliness and deep insights and creativity
- Informal coaching and development of junior level analysts
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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