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Senior Financial Analyst

2 months ago

Smithfield, United States Fidelity TalentSource LLC Full time



Job Description:

This role provides an opportunity to learn, grow and build your career with Fidelity Finance. As part of the Fidelity Institutional Finance Team, you will work with a diverse team using the latest tools and technology to develop and improve your finance skills.

The FI Distribution Finance Team collaborates with a variety of partners including senior management, finance, and the strategy team to drive initiatives across Fidelity Institutional. This role will focus on providing financial support and analysis for the Intermediary Distribution team.

Candidates will demonstrate outstanding analytical and problem-solving abilities, strong verbal and written communication skills and the ability to manage priorities and demonstrate flexibility in a fast-paced environment.



The Expertise and Skills You Bring

  • Bachelor's degree in Finance, Accounting, Economics, or equivalent; MBA or advanced degree a plus
  • 5 years of proven experience with a track record in financial modeling and analysis
  • Intellectual curiosity, flexibility, and willingness to learn new skills
  • Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management
  • Outstanding critical thinking, problem solving, decision-making, and analytical skills
  • Excellent written and verbal communications skills, including crafting presentations to communicate financial information to influence decision making
  • Strong communication and interpersonal skills along with the ability to influence others and build relationships
  • Solid knowledge and expertise in financial, presentation, and data visualization tools (MS Excel, MS PowerPoint, ThinkCell, Tableau, Business objects)
  • Demonstrates initiative and a great teammate


The Value You Deliver

  • Partner with Distribution senior team to create territories and set sales targets for total Intermediary as well as individual territories
  • Provide insights to sales leadership based on territory, market, and activity analytics
  • Support Intermediary pricing and business acceptance process for Third Party Payments
  • Demonstrate in-depth understanding of financial results, including key drivers, emerging trends, and anomalies to share with senior management to guide effective decision making
  • Use tools and business knowledge to continuously provide informative information, reporting and analytics that evolve with changes in the business, including proactive thinking and analysis
  • Develop sales projections for new products and markets




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 Fidelity\u2014we 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 fidelitycareers.com.

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 accommodations@fmr.com.