Senior Financial Analyst

5 days ago


Covington, Kentucky, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled Financial Insights Specialist to join our Fidelity Wealth Finance team. As a key member of our 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.

Key Responsibilities
  • Develop and maintain financial models, forecasts, and analyses to support business decisions
  • Provide strategic insights and recommendations to management and business partners
  • Synthesize data, analyses, and conclusions into presentation form for senior management
  • Collaborate with cross-functional teams to drive business initiatives and projects
  • Stay up-to-date with industry trends and best practices in financial analysis and modeling
Requirements
  • 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
  • Strong analytical and problem-solving skills, with the ability to combine a strategic business perspective with project management and analytical skills
  • Excellent communication and presentation skills, with the ability to analyze sophisticated and complex issues and synthesize key points
  • Proven ability to work in a fast-paced, deadline-driven organization with a desire to drive projects to completion
What We Offer
  • A dynamic and collaborative work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package
  • The chance to work with a leading financial services company


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