Job Description
Job Description:
Financial Analyst
The Role
This position sits within the Center of Enterprise Technology Analytics team primarily supporting Enterprise 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.
- 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.
- Be an integral and active participant in helping the team achieve goals and objectives
The Skills and Expertise You Bring
- 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.
- 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.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Financial Analyst is aligned to one, or more, business unit(s) and tasked with providing excellent finance support and analysis. The role is responsible for expense management, providing a broad range of financial analytics, reporting on and delivering financial reviews, and executing on financial controls in a matrix environment. In addition, this position plays a lead role in month-end close activities and telling the story to leadership.
Certifications:
Category:
FinanceFidelity'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.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description:
Financial Analyst
The Role
This position sits within the Center of Enterprise Technology Analytics team primarily supporting Enterprise 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.
- 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.
- Be an integral and active participant in helping the team achieve goals and objectives
The Skills and Expertise You Bring
- 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.
- 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.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Financial Analyst is aligned to one, or more, business unit(s) and tasked with providing excellent finance support and analysis. The role is responsible for expense management, providing a broad range of financial analytics, reporting on and delivering financial reviews, and executing on financial controls in a matrix environment. In addition, this position plays a lead role in month-end close activities and telling the story to leadership.
Certifications:
Category:
FinanceFidelity'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.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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