Senior Financial Analyst

1 week ago

Covington, United States Fidelity Investments Full time
Job Description:

This Analyst role is a member of the Fidelity Wealth finance team that supports Fidelity Wealth's Distribution organization, delivering impactful, insightful, and actionable financial analysis to our business partners to guide effective decision-making. The primary objective of the role will be to provide strategic insights and analysis to measure and evaluate the financial performance of the business, working across teams to monitor progress on key initiatives. This role will also be involved in financial modeling, business cases, monthly results, working with business and finance partners on adhoc requests, and will have line finance business partner responsibilities.

The Expertise We're Looking For

  • A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree preferred
  • 5+ years of professional experience in Finance with a successful track record in financial modeling, planning and analysis, budgeting / MYP
  • Comfort with data, databases, financials, and having a strong bias for ensuring high data quality
  • Ability to combine a strategic business perspective with project management and analytical skills with solid business and financial acumen
  • Strategic problem-solving skills; prioritizing work, breaking down issues, taking an end-to-end view, and proposing alternative solutions
  • Excellent communication and presentation skills: the ability to analyze sophisticated and complex issues, and synthesize key points.
  • Track record of proactively building consultative relationships across Finance and the business
  • Solid knowledge and expertise in financial, presentation, and data visualization tools (Excel, PowerPoint, Thinkcell, Tableau, SQL)
  • Flexible, self-motivated individual that will bring energy, passion, and intellectual curiosity to the role.
  • Ability to work in a fast-paced, deadline driven organization with a desire to drive projects to completion
The Skills You Bring
  • Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management
  • Outstanding critical thinking, problem solving, decision-making, and analytical skills
  • Project management experience establishing timelines and leading projects
  • Strong collaboration and communication skills, effective prioritization, and attention to detail
  • Strong interpersonal skills, proactively building consultative relationships across Finance and the business
  • Ability to gain subject matter expertise in a short time period and apply institutional knowledge to develop quality analytics
  • Proven ability, flexibility, and resourcefulness to manage several priorities in a deadline driven environment, having comfort with ambiguity
  • Ability to take initiative and seek creative solutions that challenge conventional approach
  • Ability to prioritize and drive work and partner with others in a highly matrixed environment
The Value You Deliver
  • Leading high impact / high visibility financial analytics and deliverables across Distribution and Fidelity Wealth more broadly
  • Leading analyses and strategic recommendations to management and business partners
  • Synthesizing data, analyses, and conclusions into presentation form for senior management
  • Thinking and working across not only Fidelity Wealth, but enterprise-wide to ensure consistency in analysis approach, standards for data and definitions, and proactive support of time critical projects
  • 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
  • Working with the business to understand investment opportunities and provide cost benefit analyses to support decision making
  • Exemplify leadership behaviors for driving initiatives / work while embracing Fidelity's culture and values


How Your Work Impacts the Organization

As a member of the Fidelity Wealth Finance team, you will be responsible for providing senior management with insightful, action-oriented financial analysis to guide effective decision-making that impacts Fidelity's clients and associates. This role will be key in supporting Finance's efforts in the growth and development of the business.

Certifications:

Category:

Finance

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).

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