Financial Analyst

1 month ago

Boston, United States Fidelity Investments Full time

**The Financial Analyst role is a member of the **Fidelity Wealth (FW), Wealth Solutions Finance **team and will report directly to the Finance VP and will be a lead analyst supporting business needs. The primary objective of the role will be to work within a team as we support several key product areas in Wealth Solutions

**The Expertise and Skills You Bring**
- A bachelor’s degree in Finance, Economics, or equivalent
- 2+ years of professional finance experience
- Proficiency in financial modeling and presentation tools (Excel, PowerPoint) with experience in Anaplan, TBM, NGAV/Power BI, workforce connect
- Excellent written and verbal communications skills, including demonstrated proficiency in presenting key concepts with Finance and business partners
- Intellectual curiosity, strong analytical and problem-solving skills
- Flexible and adaptable teammate
- Proven track record to work across organizations and develop positive working relationships with peers, business partners, and finance leaders

The role takes on all things planning (MYP, Budget, Forecast), scorecards, agile portfolio analysis, and ad hoc support for several different product areas within the Wealth Solutions business - partnering closely with business and finance partners

The Value You Deliver
- Lead MYP/Budget analyst for Wealth Solutions including deep analytical focus on revenue and expenses in Anaplan working closely with business partners and central finance
- FP&A reporting and analysis including understanding all things NGAV, scorecard reporting, vendor management, headcount
- Finance support of multiple product areas, including Wealth Planning, Financial Planning & Advice, Planning & Advice Platform, WAS, FPTC, and Fidelity Go
- Agile Portfolio analysis using TBM for quarterly forecasts and TBM fallout, working closely with Wealth Solutions Strategy VPs
- Communicating results at business partner QBR’s, All associates, and weekly team meetings
- Finance participation in all Finance Modernization efforts

The Team

As a member of the Fidelity Wealth Finance team, you will be responsible for providing senior management with insightful, productive financial analysis and reporting to help guide effective decision-making. This role will be key in supporting Finance’s efforts in the growth and development of the Wealth Solutions 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 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.

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