Analyst, Finance Operations

2 weeks ago

Boston, United States Fidelity Investments Full time

**The Team**

Pembroke is an international real estate advisor that acquires, develops and manages properties and places - specializing in mixed-use and office environments in the world’s leading cities. We believe that properties that stand the test of time deserve a lot of time. So, we take a different approach: a thoughtful approach.

We’re united by a belief that real estate is more than just buildings. Our mission is to create long-term value through our global expertise, local knowledge and passion for real estate. Comprised of experts across a variety of fields, our team consistently strives for excellence, achieves with integrity and embraces collaboration. Working together, we create places people love.

Over the past twenty-five years, we’ve grown with offices in Boston, Hamburg, London, Munich, San Francisco, Stockholm, Sydney, Tokyo, and Washington DC managing approximately 762,000 sq m/8.2m sq ft in North America, Europe and Asia-Pacific. By combining a global point of view with local expertise, we’re able to create and manage world-class properties that deliver the best outcomes for our tenants, investors and the communities in which we work.

**The Role**

Pembroke is looking to hire a highly motivated and collaborative Senior Analyst, Finance Operations in Boston.

**The Expertise and Skills You Bring**

**Global Governance & Data Analytics**:

- Report creation, automation, maintenance and analytics
- Capital reporting and governance - verifying budgets and capital spend
- Gather, break down, and visualize data from our global operating regions using business intelligence tools (i.e., Microsoft’s PowerBI)
- Develop and implement data validation/management techniques
- Support projects prioritized by the business to improve operations
- Approval workflow setup, maintenance and future development including non-Finance operations areas of the business
- Identify system/process issues, risks and opportunities for improvement/efficiency, and coordinate with Pembroke Technology, Treasury and/or Technology Consultants to ensure timely resolution
- Provide training and support to colleagues and 3rd parties on questions/issues related to systems and processes in partnership with Pembroke Technology and/or Technology Consultants
- Global oversight of policies (including policies outside of Finance Operations)

***Global Vendor Management Program (VM) responsibilities**:

- Review vendor addition and change requests for accuracy and policy compliance
- Perform annual vendor review to ensure data integrity of the vendor profiles
- Work with Fidelity’s Corporate Compliance and Risk teams to perform risk reviews
- Assist with design/development of vendor spend analysis/reporting as well as diverse vendor spend reporting

**Global Accounts Payable & Treasury Operations responsibilities**:

- Oversee AP program to ensure integrity of data, appropriateness of invoice approvals and timeliness of payments
- Perform annual “deep-dive” workflow reviews in partnership with Pembroke Technology and/or Technology Consultants
- Assist with implementation of new technology and other projects to improve AP processes as well as create new policy and procedure documentation upon completion of implementation
- Coordinate and manage Pembroke’s relationship with Treasury to ensure account oversight, access and maintenance

**Qualifications and Experience**
- Bachelor’s degree with 2 to 4 years of relevant experience (accounting, finance, audit, risk, operations management or business analytics preferred)
- Experience with capital management
- Proficiency with Microsoft Office, including experience with Excel and PowerPoint
- PowerBI/data visualization tool experience a plus
- Experience with or willingness to learn property management, construction management and accounting software (Yardi) - technical background not required
- Experience with Vendor Management and/or Accounts Payable
- Experience with identifying risks, developing controls and training materials and training users
- Ability to work independently and manage multiple global priorities and deadlines
- Strong critical thinking skills/analytical mindset, interpersonal skills, and highly organized

**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 Glassdo

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