Job Description:

The Role

The Senior Financial Analyst plays a crucial role within the WI Finance Team, delivering significant financial insights and analysis to aid in organizational decision-making. This role provides a wide range of analytics, financial management, and business partnership support sought at driving improved outcomes and enhancing overall financial performance. As a strategic contributor, the senior analyst plays a significant role in advancing Finance's efforts to support the growth and development of the business.

The Expertise and Skills You Bring

This role requires a deep understanding of financial results, including identifying key drivers, emerging trends, and anomalies to advise senior management and support strategic decision-making. The ideal candidate will demonstrate business acumen and analytical tools to deliver evolving insights, reporting, and analytics aligned with business changes. Responsibilities include reviewing and synthesizing business performance data into executive-level presentations, operating independently, and collaborating across WI and Wealth/Brokerage to ensure consistency in analytical approaches and data standards. The role also involves streamlining processes, simplifying models for greater efficiency, and developing a strong grasp of WI's financial architecture to support modernization initiatives. Proactive communication and partnership with business and Finance teams are critical to success.

• Undergraduate degree in Business, Accounting, Finance, or Economics; MBA preferred. 5+ years of related work experience
• Proven knowledge of financial modeling, presentation, and data visualization tools (Excel, PowerPoint, Thinkcell, Tableau, Business Objects, Anaplan)
• Shown ability to craft presentations for senior management
• Intellectually curious, self-starter who takes initiative, learns quickly and is comfortable handling 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
• Detailed knowledge of financial concepts, methodologies, and accounting principles and their impact on 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 successfully with Finance and business partners at varying levels of the organization
• Ability to take initiative and seek creative solutions that challenge conventional approach

The Team

The Sales & Relationship Management organization is a team of over 1,000 professionals dedicated to delivering outstanding client and customer service across Fidelity. Closely connected to various lines of business within Workplace Investing (WI), this group plays a meaningful role in driving client satisfaction and business success. As part of the Workplace Investing & Health Care Group Finance team, you will provide senior leadership with insightful, committed financial analysis that advises strategic decisions and directly impacts Fidelity's clients and associates.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in crafting and encouraging work environment that attracts the best talent and reflects our dedication to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

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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.

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.