Financial Analyst

3 weeks ago

Jersey City, New Jersey, United States Fidelity TalentSource LLC Full time

Job Description:

The Financial Analyst position is a key role within the Fidelity Wealth Central Finance team, delivering impactful and insightful financial analysis to business and finance partners. Key responsibilities include supporting the Next Generation Allocation View (NGAV) efforts, analyzing drivers of profitability, and maintaining the platform and methodologies up to date and relevant for the business.

The Expertise and Skills You Bring

  • A bachelor's degree in finance, accounting, economics, or equivalent training, with at least 2 years of FP&A or finance systems, data & reporting experience. Experience in activity-based costing methodologies is a plus.
  • Strong communication and interpersonal skills, with the ability to influence others and form relationships across all levels of the organization, as well as conceptual thinking and problem-solving capabilities.
  • Knowledge of financial reporting tools, such as PowerBI and Tableau, and creative use of financial and presentation tools, including Excel and PowerPoint.
  • Ability to work effectively in cross-BU teams and build positive relationship skills, with a high level of motivation, energy, and hard work.
  • Intellectual curiosity and the courage to ask the right questions in a variety of settings, with a willingness to learn dimensions, attributes, and hierarchies and how they relate to financial reporting.
  • Strong analytical skills combined with close attention to detail and quality, ensuring superior output and analyses, with expertise in working with large data sets and querying skills strongly preferred.
  • Good planning, prioritization, and time management skills, including the ability to run multiple parallel streams of work and business partners, with the ability to implement and deliver results in a fast-paced environment.

The Value You Deliver

  • Validate and maintain Fidelity Wealth and Fidelity Brokerage profitability allocations, serving as a key contact for production cycles.
  • Build and maintain financial allocations to reflect evolving business models.
  • Proactive partnership and communication with multiple business and Finance partners.
  • Evaluate and improve reporting and data consolidation processes.
  • Develop a strong understanding of Fidelity Wealth/Fidelity Brokerage's financial results and profitability model to apply that knowledge to variance analyses.
  • Learn, implement, and apply new tools and business knowledge to continuously elevate coworkers, evolving with the change of the business.
  • Remain current on the latest developments in Finance and FP&A and share skills and knowledge with the function.

The base salary range for this position is $58,000-$91,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package, which may also include bonus or other variable compensation. Fidelity offers a wide range of benefits to meet your evolving needs and help you live your best life at work and at home, including comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

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