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Financial Analyst

4 months ago

Jersey City, United States Fidelity Investments Full time

**The Role**:
**The Expertise and Skills You Bring**:

- Bachelor’s degree in finance, Accounting, Economics, or equivalent training
- 2 years of FP&A or finance systems, data & reporting experience. Experience in activity-based costing methodologies a plus.
- Strong communication and interpersonal skills along with ability to influence others and form relationships across all levels of the organization, as well as conceptual thinking and problem-solving capabilities.
- Knowledge of financial reporting tools (e.g., PowerBI, Tableau), creative use of financial and presentation tools (Excel, PowerPoint) and experience in building new reports.
- Ability to work effectively in cross-BU teams and build positive relationship skills; Highly motivated, energetic, and hardworking.
- Intellectual curiosity and courage to ask the right questions in a variety of settings; Willingness to learn dimensions, attributes, and hierarchies and how they relate to financial reporting.
- Good planning, prioritization, and time management skills including ability to run multiple parallel streams of work and business partners. Ability to implement and deliver results in a fast-paced environment.

**The Value You Deliver**:

- Validate and maintain Fidelity Wealth and Fidelity Brokerage profitability allocations, serving as key contact for production cycles
- Build and maintain financial allocations to reflect evolving business models
- Proactive partnership and communication with multiple business and Finance partners
- Evaluate and improve reporting and data consolidation processes
- Remain current on the latest developments in Finance and FP&A and share skills and knowledge with the function

The base salary range for this position is $58,000-$91,000 per year.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

**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—we 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).

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.