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Senior Financial Analyst

2 months ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:

As part of the Central Finance team this role provides a tremendous learning opportunity to develop and enhance essential finance skills, while using the latest tools and technology and working with a diverse team.

The team collaborates with a variety of business partners including senior management, line finance and the strategy team to drive finance initiatives and deliverables across the firm. The candidate will develop deep expertise in financial planning and governance processes, executive support, management reporting, benchmarking as well as business metrics and KPIs. In addition, the candidate will have multiple opportunities to lead or contribute to critical short and long term finance initiatives.

A successful candidate will need to demonstrate exceptional analytical and problem-solving capabilities, ability to work independently on executive requests, creativity to develop insights and presentations on complex analysis for the senior team and the ability to manage multiple priorities and demonstrate flexibility in a fast-paced environment.



The Role

  • Provide ongoing financial support and analysis for Asset Management organization
  • Support the planning process including multi-year plan, operating plan, budget and forecasts
  • Become an expert in the tools and systems used by the team
  • Assist in development of executive presentations for senior management to help inform decision making
  • Drive short and long term finance initiatives
  • Provide adhoc analysis and support as needed


The Expertise and Skills You Bring

  • Undergraduate degree or equivalent experience in Finance or Accounting
  • 5+ years of work experience, preferably in a product or financial analyst role
  • Experience working with Fidelity funds/institutional products preferred
  • Excellent written and verbal communications skills; ability to communicate effectively with Finance and business partners at varying levels of the organization
  • Intellectual curiosity, strong analytical and problem-solving skills
  • Ability to envision the "big picture" while maintaining close attention to detail.
  • Ability to prioritize tasks based on urgency and relevance and reliably meet deadlines
  • Strong desire and willingness to learn new skills
  • Energetic, demonstrates initiative and active teammate
  • Proficiency in financial modeling and presentation tools (Excel, PowerPoint) with experience in Anaplan, TBM, NGAV/Power BI


The Value You Deliver

  • Provide superior, insightful analysis to enable leadership to make sound, well informed decisions.
  • Develop an in-depth understanding of financial results, including drivers and emerging trends
  • Develop executive views and insights for quarterly business reviews
  • Remain current on the news and issues in the investment management industry
  • Provide ad hoc analysis as needed




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.