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Associate Financial Analyst

3 months ago


Boston, United States Fidelity TalentSource LLC Full time



Job Description:

Associate Financial Analyst

Role

The Associate Financial Analyst role is a member of the WI Central Finance Team, a Center of Excellence (CoE) delivering impactful insight 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.

The Sales & RM organization is a 500+ person organization responsible for delivering high quality client & customer services to Fidelity s clients & customers & includes strong connections to the various lines of business within WI.

The Expertise and Skills You Bring

  • A bachelor's degree in Finance, Economics, or equivalent

  • Professional experience in Finance with a successful track record in financial modeling and analysis a plus

  • Applicants must have strong analytical, communication, conceptual thinking and problem-solving capabilities.

  • Strong experience with various software applications (Excel, PowerPoint, Power BI)

  • Intellectually curious, self-starter who takes initiative, learns quickly and is comfortable managing opposing priorities and multiple deadlines in a fast-paced environment

  • Reliability, flexibility, and goal-oriented member of the team who is motivated for both individual and team success

  • Thorough understanding of financial concepts, methodologies, and accounting principles and how they affect business decisions

  • Maintains and prepares automated, standard, and ad hoc reports; pulls data systematically, aggregates, analyzes and tailors presentation of data to intended audience

  • Demonstrates understanding of process flow and makes recommendations for improvement

  • Excellent written and verbal interpersonal skills including ability to communicate effectively with Finance and business partners at varying levels of the organization

  • Ability to take initiative and seek creative solutions that challenge conventional approach

The Value You Deliver

  • Demonstrating highly creative analytical skills while maintaining focus on details and providing timely and accurate results

  • Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business

  • Effectively communicating and influencing with various levels of the organization

  • Finding opportunities to streamline work processes to make the team more efficient and effective





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.