Senior Financial Analyst
4 weeks ago
Job Description:
The Senior Financial Analyst (SFA) role is a member of the Technology Finance Team, delivering impactful and insightful financial analysis to our business partners. The primary objective of the role will be to provide a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization. You will be responsible for a number of key dependencies in supporting the organization including Headcount and P&L governance, KPI/Scorecards and reporting and insights along with supporting the Technology team.
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- A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus
- 5+ years of professional experience in Finance with a successful track record in financial modeling and analysis; 3+ years of experience with advanced degree
- Financial services experience or experience in Retail Investing a plus
- Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Hyperion Essbase, Anaplan, SQL
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- 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 teammate
- Ability to respond to shifting priorities while maintaining progress of regularly scheduled work
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- Drive the headcount/P&L governance process for a matrixed organization
- Ownership of key performance metric reporting, analytics, and insights
- Providing analyses and strategic recommendations to management and business partners
- Synthesizing data, analyses, and conclusions into presentation format for senior management
- 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
- Work with the business to understand investment opportunities and provide cost benefit analyses to support decision making
- Reviewing junior level analysts work for their assigned BU.
- Coaching and develop junior level analysts
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At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling \u201CDynamic Working\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change.
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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