Job Description:
Senior Financial Analyst
This position sits within Center of Enterprise Technology Analytics team supporting Enterprise Technology (ET) business units. The Senior Financial Analyst role consists of providing exceptional finance support and advice on expense management. The role is responsible for analyzing and interpreting spend, lead the forecast and budgeting process, and deliver financial reviews to our Decision Support and technology business partners. The ideal candidate would partner with, and become and extended member of, the Decision Support team in support of the business. This could provide a future opportunity into a Decision Support role dependent on how well the associate can integrate and build their domain knowledge.
The Expertise and Skills you Bring
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Bachelor degree in Business, Accounting, Finance, or Economics with 5+ years of related work experience. MBA preferred.
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Applicants must have exceptional analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are a must.
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Your business maturity and presence to effectively interact with senior management.
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Your excellent communication and interpersonal skills with confidence and ability to influence others across the company and build relationships.
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Your ability to envision the "big picture" while maintaining close attention to detail.
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Your solid understanding of financial principles and practical experience in applying this knowledge to business situations.
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Your synthesis of analysis and research into strategic insights and practical recommendations.
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Ability to create financial models, conduct scenario analysis, and understand and assess options
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Your ability to manage deliverables independently and with a high degree of efficiency.
The Value You Deliver
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Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis, and financial models.
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Developing financial analysis and reporting of business unit expenses including periodic reporting and analysis as well as month-end close processing and variance analysis, forecasting, budgeting, and related business commentary.
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Supporting ongoing and ad-hoc analysis and develop recommendations, including scenario analysis.
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Evaluating and improving IT financial management processes to meet changing business needs and efficiency goals.
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Coaching and developing junior level analysts.
The Team
As a finance function, our mission is to drive outstanding business performance and maximize the long-term value of the Firm. The Center of Enterprise Technology Analytics team provides oversight for over $1 billion of IT expenses and provides management with informed, insightful, action-oriented financial analysis to guide effective decision-making.
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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