Financial Analyst
1 month ago
This Financial Analyst role will be part of the Fidelity Wealth Central Finance Analyst Team. The primary objective of the role will be to provide a broad range of financial analytics and reporting to drive improved outcomes and financial results to the broader organization.
The Role
This role is responsible for providing a variety of financial reporting and analytics to the lead directors and senior financial analysts supporting Wealth Central Finance. In addition to monthly reoccurring deliverables, this associate will work closely with other financial analysts to deliver ad-hoc analyses that are critical components to drive business planning and ongoing decision-making. There will be opportunities to identify, design, and implement process improvements to our financial reporting and analytics.
The Expertise and
Skills
You Bring
A bachelor's degree in Finance, Economics, or equivalent
2+ years of professional experience in financial services
Professional experience in Finance with a successful track record of financial modeling and analysis
Excellent verbal, written communication, and presentation skills
Thorough understanding of financial concepts, methodologies, and accounting principles and how they affect business decisions
Strong analytical and problem-solving skills
High degree of comfort with data, databases, financials, and a strong bias for ensuring data accuracy
Proven ability to manage competing priorities and multiple deadlines
Ability to take initiative and seek creative solutions that challenge conventional approaches
Strong modeling skills and experience with MS Excel and MS PowerPoint
Flexible and adaptable team player
The
Value
You Deliver
Support the creation of financial reporting and analytic packages
Assist with the consolidation of the organization’s annual budget, monthly & quarterly KPIs, and other regular analysis & reporting at a detailed level
Maintain positive relationships with the broader Wealth Finance team to coordinate multi-year plans, budgets, and forecasts
Finding opportunities to streamline work processes to make the team more efficient and effective
The Team
Wealth is a multi-faceted business with a core purpose to inspire better futures by helping tens of millions of investors of all ages and affluence levels plan and manage their investments and live the life of their dreams. As a member of Wealth Finance, you will provide meaningful analysis to senior management and be part of a dynamic, fast-paced environment.
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