Senior Financial Analyst

3 weeks ago

Covington, United States Fidelity TalentSource LLC Full time



Job Description:

Senior Financial Analyst WI Pricing
\u00A0

Role

This position will be responsible for evaluating pricing and fees in Fidelity's Workplace Investing businesses for our Large and Select clients. The analyst will use marketplace knowledge, analytical skills and influencing skills to develop competitive pricing strategies that help acquire or retain clients, enhance product development, and optimize profitability for long-term benefit. The position regularly presents pricing issues, risks, and recommendations to Sales, Relationship Management, Segment Leaders and Finance. The\u00A0Expertise\u00A0and Skills We re Looking For

  • College degree in Finance or Accounting

  • 4+ years of professional experience in Finance with a successful track record in financial modeling and analysis

  • Excellent written and verbal communications skills, including the ability to "tell the story" and communicate effectively with Finance and business partners at varying levels of the organization.

  • Strong PC skills including MS Excel, PowerPoint and Word, with significant emphasis on Excel

  • Proven analytical/problem solving abilities

  • Attention to detail and accuracy are essential

  • Excellent interpersonal skills including the ability to influence senior level positions and develop consultative relationships with business partners

  • Outstanding written and verbal communication skills

  • Ability to prioritize multiple tasks and work independently

  • Ability to show team leadership through collaboration with fellow team members

  • Ability to take the initiative and seek creative solutions that challenge the conventional approach

  • Analyze client pricing requests from Relationship Management

  • Develop financial models and pricing proposals that conform to business guidelines to assist the Relationship Management organization to grow and retain existing clients

  • Evaluate existing client deals as changes occur to the plan and its participants, product offering, fee structure and/or other key underlying assumptions

  • Evaluate client specific metrics and challenge assumptions as appropriate to ensure that projected profitability and required fees are sufficient

  • Analyze financial information and proactively create alternative pricing scenarios that enhance win rate, strengthen client retention, minimize risk, and improve profitability

  • Present pricing proposals to key business partners and Senior Management to gain consensus on steps moving forward

  • Continually prioritize requests to be completed based on a variety of factors including age, potential need for additional approvals, RFP deadlines, or client need

  • Proactively raise pricing issues, trends and improvement opportunities as appropriate

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 .

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