Financial Analyst WI/HCG Central Data Strategy \u0026 Costing Finance Team

2 weeks ago

Smithfield, United States Fidelity TalentSource LLC Full time



Job Description:

Financial Analyst, WI/HCG Central Finance

Role

The Financial Analyst role is a member of the WI/HCG Data Strategy & Costing Finance Team, a Center of Excellence (CoE) delivering impactful and insightful financial reporting and analysis to our business partners. The primary objective of the role will be to provide a broad range of reporting solutions, analytics, process improvement, and strategic business partner support to drive improved outcomes and financial results to the broader organization. As a Financial Analyst on the WI/HCG Data Strategy & Costing Finance Team, you will also design and implement new allocations and assignments as well as conduct essential data validation and quality review.

You will be responsible for developing, rationalizing, improving, and delivering both statistical and profitability data reporting and analytical solutions for the WI / HCG finance community and our business partners. You will also partner with corporate finance to provide data and analytical support for the full suite of finance modernization initiatives. The analyses and insights delivered through our data strategy and costing work are critical components to drive business planning and ongoing decision making.

The\u00A0Expertise\u00A0and Skills We re Looking For

  • A bachelors degree in Finance, Economics, or equivalent; MBA or advanced degree a plus

  • 2+ years of professional experience in Finance with a successful track record in financial modeling and analysis; 1+ years of experience with advanced degree

  • Financial services experience; experience in benefits outsourcing (WI/HCG) a plus

  • Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in business intelligence tools (Tableau, PowerBI, Business Objects, Anaplan, etc.), exposure to data ETL tools (like Alteryx and KNIME) a plus

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

  • Intellectual curiosity

  • Outstanding analytical and problem-solving skills, working independently to perform most analyses

  • Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy

  • Strong interpersonal skills

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

  • Confidence and ability to influence others across the organization

  • Flexible and adaptable team player

  • Ability to respond to shifting priorities while maintaining progress of regularly scheduled work

  • Lead analyst for costing and profitability analysis to support production views, deep dive analysis and build and test of next generation profitability models.

  • Play a lead role in the rollout and testing of additional next generation allocated views content.

  • Driving high impact / high visibility data strategy projects and deliverables across WI/HCG

  • Utilizing automated and centralized reporting solutions to provide analyses and strategic recommendations to management and business partners

  • Synthesizing data, analyses, and conclusions into presentation format for senior management

  • Finding opportunities to streamline work processes to make the team more efficient and effective

  • Proactive partnership and communication with business and Finance partners

  • Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelitys 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 .

  • Financial Analyst WI/HCG Central Data Strategy \u0026 Costing Finance Team

    3 weeks ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description:Financial Analyst, WI/HCG Central Finance RoleThe Financial Analyst role is a member of the WI/HCG Data Strategy & Costing Finance Team, a Center of Excellence (CoE) delivering impactful and insightful financial reporting and analysis to our business partners. The primary objective of the role will be to provide a broad range of reporting...

  • Financial Accounting Analyst Senior

    2 weeks ago

    Smithfield, United States Elevance Health Full time

    Elevance Health Financial Accounting Analyst Senior SMITHFIELD , Rhode Island Apply Now Location: This position will take part in Elevance Health's hybrid workforce strategy which includes virtual work and 1-2 days in office per week .** The ideal candidate will live within 50 miles and a 1-hour commute to one of our Elevance Health major office (PulsePoint)...

  • Financial Accounting Analyst Senior

    2 weeks ago

    Smithfield, United States Elevance Health Full time

    Elevance Health Financial Accounting Analyst Senior SMITHFIELD , Rhode Island Apply Now Location: This position will take part in Elevance Health's hybrid workforce strategy which includes virtual work and 1-2 days in office per week . ** The ideal candidate will live within 50 miles and a 1-hour commute to one of our Elevance Health major office...

  • Data Conversion Analyst

    4 days ago

    Smithfield, United States Eliassen Group Full time

    Job Description **Must be local to Smithfield, RI to be considered for this position.** Our financial services client is looking for a Data Conversion Analyst to join their team. Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and...

  • Data Conversion Analyst

    6 days ago

    Smithfield, United States Eliassen Group Full time

    Job Description **Must be local to Smithfield, RI to be considered for this position.** Our financial services client is looking for a Data Conversion Analyst to join their team. Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and...

  • Data Conversion Analyst

    3 days ago

    Smithfield, United States Eliassen Group Full time

    Data Conversion Analyst in Smithfield, RI at Eliassen Group Job Description **Must be local to Smithfield, RI to be considered for this position.** Our financial services client is looking for a Data Conversion Analyst to join their team. Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a...

  • Financial Analyst

    2 days ago

    Smithfield, United States Fidelity Investments Full time

    Job Description: The Board Finance team works with and supports a variety of customers including Fidelity-wide business unit leaders, and independent trustees. A successful candidate will develop and use their knowledge of the Fidelity businesses and investment products to support the renewal of mutual fund fee contracts. The Financial Analyst is part of a...

  • Financial Analyst

    4 weeks ago

    Smithfield, United States Fidelity Investments Full time

    **The Financial Analyst is part of a team responsible for the delivery of accurate, high quality financial information for Fidelity’s boards. **The Role**: The Board Finance team is responsible for providing the Fidelity Trustees with materials and analysis in support of their consideration of the Funds’ contracts with Fidelity. The team interacts with...

  • Senior IT Data Analyst

    6 days ago

    Smithfield, United States Fidelity Investments Full time

    Job Description: Data Analyst The Workplace Investing Data Conversion and Implementation team is looking for a Data Analyst to join our growing Health and Welfare organization! The Purpose of Your Role The Analyst will primarily be focused on migrating internal client data from the current H&W platform to the new H&W platform. The candidate must be...

  • Financial Analyst

    3 weeks ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description:The Board Finance team works with and supports a variety of customers including Fidelity-wide business unit leaders, and independent trustees. A successful candidate will develop and use their knowledge of the Fidelity businesses and investment products to support the renewal of mutual fund fee contracts.The Financial Analyst is part of a...

  • Senior Manager, Finance

    5 days ago

    Smithfield, United States Fidelity Investments Full time

    Job Description: The Role This Senior Manager role is a member of the Fidelity Wealth Finance Decision Support and Analytics Team, a Center of Excellence (CoE) delivering impactful and insightful financial analysis to our business partners. The primary objective of the role will be to lead a broad range of analytics, financial management, and strategic...

  • Associate, Asset Management Accounting \u0026 Controllership

    3 weeks ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description:You like numbers, you re organized, and you pay attention to detail. You value being a member of a larger team and helping the team succeed in its goals. The RoleAs a member of the Asset Management Accounting and Controllership Team this individual will act both independently and as part of a work-team to support the broader...

  • Senior Manager, Data Analytics and Insights

    6 days ago

    Smithfield, United States Fidelity Investments Full time

    Job Description: Senior Manager, Data Analytics and Insights Role At Fidelity, data is one of our most valuable assets. Every single day, our data platforms collect and deliver millions of personalized interactions and transactions across our channels (web, mobile, phones, etc.) for 39+ million Workplace Investing (WI) participants. The true value in the...

  • Data Conversion Analyst

    2 weeks ago

    Smithfield, United States Digipulse Technologies, Inc Full time

    Digipulse Technologies, Inc (DTI) is a software solutions company offering focused IT services to fortune 1000 clients. We provide services in enterprise application development, system integration & support services for Insurance, Financial, Hospitality, Telecommunication, Pharmaceutical & Banking sectors.Roles and Responsibilities:Candidate experience 7-9...

  • Data Analytical Squad Leader

    2 weeks ago

    Smithfield, United States Fidelity Investments Full time

    Job Description: The Role As the Squad Leader, Defined Benefits Data Analytics, you blend deep domain, technology, and data expertise with a passion for delivering results. You are the end-to-end gatekeeper of the squad mission, strategy, and tactical execution associated with delivering on business and technology priorities. As a continuous learner, you...

  • Finance Manager

    2 days ago

    Smithfield, United States Frontier Clinical Research Full time

    The ideal candidate will be responsible for working with senior management to develop financial strategies for the organization. Management of the Finance staff, accounts payable function, and providing regular financial reporting. Responsibilities Lead financial meetings Ensures financial processes, administration, and financial management. Deliver...

  • Finance Manager

    2 weeks ago

    Smithfield, United States Frontier Clinical Research Full time

    The ideal candidate will be responsible for working with senior management to develop financial strategies for the organization. Management of the Finance staff, accounts payable function, and providing regular financial reporting.  ResponsibilitiesLead financial meetings Ensures financial processes, administration, and financial management.Deliver reports...

  • Finance Manager

    2 days ago

    Smithfield, United States Frontier Clinical Research Full time

    The ideal candidate will be responsible for working with senior management to develop financial strategies for the organization. Management of the Finance staff, accounts payable function, and providing regular financial reporting.  ResponsibilitiesLead financial meetings Ensures financial processes, administration, and financial management.Deliver reports...

  • Finance Manager

    3 weeks ago

    Smithfield, United States Frontier Clinical Research Full time

    The ideal candidate will be responsible for working with senior management to develop financial strategies for the organization. Management of the Finance staff, accounts payable function, and providing regular financial reporting.  ResponsibilitiesLead financial meetings Ensures financial processes, administration, and financial management.Deliver reports...

  • Finance Manager

    3 weeks ago

    Smithfield, United States Frontier Clinical Research Full time

    The ideal candidate will be responsible for working with senior management to develop financial strategies for the organization. Management of the Finance staff, accounts payable function, and providing regular financial reporting.  ResponsibilitiesLead financial meetings Ensures financial processes, administration, and financial management.Deliver reports...