Financial Analyst WI/HCG Central Data Strategy u0026 Costing Finance Team

1 week ago


Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

Job Description:
Financial Analyst, WI/HCG Central Finance

Role

The Financial Analyst role is a member of the WI/HCG Data Strategy & Costing Finance Team, a Center of Excellence (CoE) delivering impactful and insightful financial reporting and analysis to our business partners.

The primary objective of the role will be to provide a broad range of reporting solutions, analytics, process improvement, and strategic business partner support to drive improved outcomes and financial results to the broader organization.

As a Financial Analyst on the WI/HCG Data Strategy & Costing Finance Team, you will also design and implement new allocations and assignments as well as conduct essential data validation and quality review.


You will be responsible for developing, rationalizing, improving, and delivering both statistical and profitability data reporting and analytical solutions for the WI / HCG finance community and our business partners.

You will also partner with corporate finance to provide data and analytical support for the full suite of finance modernization initiatives.

The analyses and insights delivered through our data strategy and costing work are critical components to drive business planning and ongoing decision making.

Theu00A0Expertiseu00A0and Skills We re Looking For
A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus

2+ years of professional experience in Finance with a successful track record in financial modeling and analysis; 1+ years of experience with advanced degree

Financial services experience; experience in benefits outsourcing (WI/HCG) a plus


Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in business intelligence tools (Tableau, PowerBI, Business Objects, Anaplan, etc.)

, exposure to data ETL tools (like Alteryx and KNIME) a plus

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 team player

Ability to respond to shifting priorities while maintaining progress of regularly scheduled work


Lead analyst for costing and profitability analysis to support production views, deep dive analysis and build and test of next generation profitability models.

Play a lead role in the rollout and testing of additional next generation allocated views content.

Driving high impact / high visibility data strategy projects and deliverables across WI/HCG

Utilizing automated and centralized reporting solutions to provide analyses and strategic recommendations to management and business partners

Synthesizing data, analyses, and conclusions into presentation format for senior management

Finding opportunities to streamline work processes to make the team more efficient and effective

Proactive partnership and communication with business and Finance partners

Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business

Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission

to strengthen the financial well-being of our clients.

We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.

You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.

Honored with a

Glassdoor Employees Choice Award

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity's working model

blends the best of working offsite with maximizing time together in person to meet associate and business needs.

Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry .

Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to

Find Your Fidelity

at

.
Fidelity Investments is an equal opportunity employer.

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

.

#J-18808-Ljbffr

  • Smithfield, Rhode Island, United States Eliassen Group Full time

    Job Description **Must be local to Smithfield, RI to be considered for this position.** Our financial services client is looking for a Data Conversion Analyst to join their team. Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and...


  • Smithfield, Rhode Island, United States Eliassen Group Full time

    Data Conversion Analyst in Smithfield, RI at Eliassen Group Job Description Must be local to Smithfield, RI to be considered for this position. Our financial services client is looking for a Data Conversion Analyst to join their team. Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a...

  • Financial Analyst

    1 week ago


    Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description: The Board Finance team works with and supports a variety of customers including Fidelity-wide business unit leaders, and independent trustees. A successful candidate will develop and use their knowledge of the Fidelity businesses and investment products to support the renewal of mutual fund fee contracts. The Financial Analyst is part of a...


  • Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description: The Team We are seeking an exceptional Systems Analyst with Technical Leadership and passion for providing high-quality customer experiences for our clients and partners. You will be part of a team responsible for building HR & Payroll integration product offerings for the Workplace Solutions Doman. You will be working as a Senior Analyst...


  • Smithfield, Rhode Island, United States Fidelity Investments Full time

    Job Description: The Role In this architect role within Fidelity's Workplace Investing Technology Group, you will drive technology strategy and architecture aligned with business outcomes. The candidate will provide technical leadership to agile teams through collaboration with product teams through architecture designs, adoption of standards, evaluations,...

  • Systems Analyst

    1 week ago


    Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Analyst to work in Fidelity's Workplace Investing business unit in Smithfield, R.I.The Role The Workplace Investing Data Engineering and Exchange AI Delivery Chapter team is looking for a Systems Analyst to join...

  • Data Analyst

    1 week ago


    Smithfield, Rhode Island, United States Dexian - DISYS Full time

    Data Analyst Smithfield, RI Hybrid Onsite Experience: Proven ability in a data analysis role (minimum 3-5 years experience) Strong analytical and communication skills, as well as a solid grasp of the organizational structure supporting implementation and ongoing projects Data Exchange knowledge and analysis skills to lead, execute, or assist on all assigned...


  • Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description:This Senior Manager role offers an exciting opportunity to help shape the Client Services organization in the new Fidelity Brokerage business. The primary objective of the role will be to provide strategic insights and business case economics in support of our Brokerage Acquisition and Scale & Efficiency efforts. You will also help with...


  • Smithfield, Rhode Island, United States Neighborhood Health Plan of RI Full time

    Job Details Job Location Smithfield, RI - Smithfield, RI Position Type Full Time Education Level Bachelors Degree Travel Percentage Occasional Job Shift Daytime Job Category Executive Description Reporting to the Chief Financial Officer, the Vice President of Finance is responsible for but not limited to; the accuracy and integrity of all financial analysis...

  • Business Analyst

    1 week ago


    Smithfield, Rhode Island, United States Fidelity Talentsource Llc Full time

    Senior Business Analyst As part of an Agile squad, the Analyst will be examining business systems and processes to identify user needs, document requirements, and address operational issues. They will collaborate with a Squad Leader to build, prioritize and maintain product backlog in order to focus the team on delivering business solutions with the...


  • Smithfield, Rhode Island, United States Neighborhood Health Plan of RI Full time

    Job Details Job Location Smithfield, RI - Smithfield, RI Position Type Full Time Education Level Bachelors Degree Travel Percentage None Job Shift Daytime Job Category Professional / Experienced Description This position serves as a critical role for regulatory reporting, ensuring stakeholders make sound business decisions that directly impact...

  • MDM Systems Analyst

    7 days ago


    Smithfield, Rhode Island, United States Eliassen Group Full time

    The position as a MDM Business Systems Analyst is a hands-on analyst role, working on medium to large projects. The successful candidate will have excellent analytical skills (Data Mining, Oracle, PL/SQL, Life Cycle Documentation). This is a W2 only project and Eliassen provides a competitive suite of benefits to our W2 consultants. This job requires...


  • Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description:Seeking a Principal Systems Analyst who excels in an environment leveraging cutting-edge technologies to support and enhance our robust recordkeeping platforms, becoming part of our digital transformation journey. You will be a valued member of an agile engineering scrum team operating in a fast-paced setting, working closely with product,...


  • Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description:Are you ready to Launch into a career at Fidelity?u00A0 If so, please consider joining our customer service team in Smithfield, RI.u00A0 This role requires a consistent balance of remote and on-site participation in our Smithfield office.u00A0 Please be mindful of commute distance when considering applying.u00A0 Fidelity is looking for...

  • Data Engineer

    7 days ago


    Smithfield, Rhode Island, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Data Engineer. This is a 12+ months Contract opportunity with long-term potential and is located in Smithfield, RI (Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID: Pay Range: $70 - $75/hour. Employee benefits include, but are not limited to, health insurance (medical, dental,...


  • Smithfield, Rhode Island, United States Fidelity Investments Full time

    Job Description:You like numbers, you're organized, and you pay attention to detail. You value being a member of a larger team and helping the team succeed in its goals.The RoleAs a member of the Asset Management Accounting and Controllership Team this individual will act both independently and as part of a work-team to support the broader organizations....


  • Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description:Transaction Service RepresentativeDo you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our Custody clients.\u00A0The Transaction...


  • Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description:The Role:Are you looking for a role that helps drive engagement and educates clients as they plan for and envision their retirement? Do you want to be part of a team that is delivering innovative, interactive digital educational product content?As the Senior Client Communications Manager (or Client Communications Director depending on...


  • Smithfield, Rhode Island, United States Elevance Health Full time

    Location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO or City and state must be separated by a comma followed by a space (e.g., Houston, TX )Elevance Health Marketing Account Manager Sr (Health Plan Strategist) in Smithfield , Rhode Island Location:Elevance Health supports a hybrid workplace model (virtual and...


  • Smithfield, Rhode Island, United States Luxottica Full time

    Position:Leader of International Transportation OperationsFGX International is a renowned global company dedicated to designing and promoting non-prescription eyewear, including reading glasses and sunglasses. Our innovative products not only enhance and protect the eyes, but also elevate their beauty, which is one of our most valued senses.Home to Foster...