Senior Financial Analyst

4 weeks ago

Westlake, United States Fidelity TalentSource LLC Full time



Job Description:

The Role

This position sits within Center of Enterprise Technology Analytics team supporting Enterprise Technology (ET) business units.\u00A0The Senior Financial Analyst role consists of providing exceptional finance support and advice on expense management. The role is responsible for analyzing and interpreting spend, lead the forecast and budgeting process, and deliver financial reviews to our Decision Support and technology business partners. The ideal candidate would partner with, and become and extended member of, the Decision Support team in support of the business. This could provide a future opportunity into a Decision Support role dependent on how well the associate can integrate and build their domain knowledge.

The Expertise You Have

  • Bachelor degree in Business, Accounting, Finance, or Economics with 5+ years of related work experience. MBA preferred.
  • Applicants must have exceptional analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are a must.

The Skills You Bring

  • Your business maturity and presence to effectively interact with senior management.
  • Your excellent communication and interpersonal skills with confidence and ability to influence others across the company and build relationships.
  • Your ability to envision the "big picture" while maintaining close attention to detail.
  • Your solid understanding of financial principles and practical experience in applying this knowledge to business situations.
  • Your synthesis of analysis and research into strategic insights and practical recommendations.
  • Ability to create financial models, conduct scenario analysis, and understand and assess options
  • Your ability to manage deliverables independently and with a high degree of efficiency.

The Value You Deliver

  • Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis, and financial models.
  • Developing financial analysis and reporting of business unit expenses including periodic reporting and analysis as well as month-end close processing and variance analysis, forecasting, budgeting, and related business commentary.
  • Supporting ongoing and ad-hoc analysis and develop recommendations, including scenario analysis.
  • Evaluating and improving IT financial management processes to meet changing business needs and efficiency goals.
  • Coaching and developing junior level analysts.

The Team

As a finance function, our mission is to drive outstanding business performance and maximize the long-term value of the Firm.\u00A0 The Center of Enterprise Technology Analytics team provides oversight for over $1 billion of IT expenses and provides management with informed, insightful, action-oriented financial analysis to guide effective decision-making.





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.

  • Lead Financial Analyst

    1 week ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Overview:The PositionThis role is part of the Center of Enterprise Technology Analytics team, which provides support to the Enterprise Technology (ET) business units. The Senior Financial Analyst is tasked with delivering outstanding financial support and guidance on managing expenses. Responsibilities include analyzing and interpreting expenditure,...

  • Lead Financial Analyst

    1 week ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Overview:The PositionThis role is part of the Center of Enterprise Technology Analytics team, providing essential financial support to various Enterprise Technology (ET) business units. The Senior Financial Analyst position involves delivering high-quality financial guidance and insights on expense oversight. Responsibilities include evaluating and...

  • Senior Financial Analyst

    1 week ago

    Westlake Village, California, United States Klassic Recruitng Full time

    Position Overview:The Senior Financial Analyst will be a key member of the Corporate Finance team, reporting directly to the Director of Accounting. This role is essential in supporting the global financial operations of the organization.Key Responsibilities:Engage actively in the monthly closing procedures to ensure accuracy and timeliness of financial...

  • Senior Financial Analyst

    1 week ago

    Westlake Village, California, United States Klassic Recruitng Full time

    Position Overview:The Senior Financial Analyst will collaborate closely with the Director of Accounting as part of the Corporate Finance team, dedicated to fulfilling the global financial requirements of the organization.Key Responsibilities:Actively participate in the monthly closing process, ensuring accuracy and timeliness of financial statements.Generate...

  • Senior FP&A Analyst

    3 weeks ago

    Westlake, United States Solera, Inc. Full time

    The Role The Senior Financial Analyst supports the Corporate FP&A team to achieve short, medium, and long-term strategic and financial goals. In this role, you will serve as a key member of the Finance Team driving targets towards growth, expense optimization, financial/operational/sales analysis, and commission plans review to aid in driving the business...

  • Compensation Analyst

    1 week ago

    Westlake, Ohio, United States Creative Financial Staffing Full time

    COMPENSATION ANALYSTAbout Creative Financial StaffingBecome part of a dynamic team that values a supportive workplace culture, emphasizing a healthy work-life balance. This position offers a unique chance to enhance your professional journey within a progressive environment.Key Responsibilities of the Compensation Analyst:Process all electronic payments and...

  • Compensation Analyst

    1 week ago

    Westlake, Ohio, United States Creative Financial Staffing Full time

    COMPENSATION ANALYSTAbout Creative Financial StaffingBecome a part of a dynamic team that values a supportive workplace culture, emphasizing a healthy work-life balance. This position offers a unique chance to enhance your professional journey within a progressive environment.Key Responsibilities of the Compensation Analyst:Process all electronic payments...

  • Lead Financial Strategist

    1 week ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Position Overview:The OpportunityThis role is part of the Center of Enterprise Technology Analytics team, dedicated to supporting the Enterprise Technology (ET) business sectors. The Senior Financial Analyst position is focused on delivering superior financial guidance and support regarding expense oversight. Responsibilities include evaluating and...

  • Lead Financial Strategist

    1 week ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Position Overview:The OpportunityThis role is part of the Center of Enterprise Technology Analytics team, which provides support to various Enterprise Technology (ET) business units. The Senior Financial Analyst position is focused on delivering outstanding financial guidance and support regarding expense management. Responsibilities include analyzing...

  • Product Analyst

    2 months ago

    Westlake, United States Fidelity TalentSource LLC Full time

    SPS Senior Product Analyst The Senior Product Analyst works within the Fidelity Workplace Investing Agile Model as a member of the SPS Customer Solutions Chapter. Senior Product Analysts are tasked with collaborating with Product Area Leads, Initiative Leads and Squad Leads to elicit, document, and translate high complexity business requirements into Agile...

  • Systems Analyst

    3 months ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Senior Systems Analyst Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. The Role Do you question why? Are you eager to know more? This team is fully committed to redesigning Workplace Investing’s communication’s ecosystem to deliver the best experience for Workplace Investing participants. The...

  • Senior Systems Analyst

    3 weeks ago

    Westlake, United States Fidelity TalentSource LLC Full time

    As a Senior Systems Analyst, you will play a key role on a Scrum team and within Digital Platforms Technology. You will be encouraged to gain understanding of all the components of our web applications and will work with the members of the squad to deliver outstanding customer experience solutions. The ideal candidate should show ease at making personal...

  • Senior Systems Analyst

    2 months ago

    Westlake, United States Fidelity TalentSource LLC Full time

    As a Senior Systems Analyst, you will play a key role on a Scrum team and within Digital Platforms Technology. You will be encouraged to gain understanding of all the components of our web applications and will work with the members of the squad to deliver outstanding customer experience solutions. The ideal candidate should show ease at making personal...

  • Lead Financial Systems Consultant

    4 days ago

    Westlake, Ohio, United States Core-Mark Full time

    Company Overview:Core-Mark stands as a prominent leader in providing fresh and broadline solutions tailored for the convenience retail sector. With a strong commitment to empowering our customers, employees, and communities, Core-Mark has established itself as the largest and most comprehensive marketer of consumer goods across North America, delivering a...

  • Lead Financial Planning Analyst

    1 week ago

    Westlake Village, California, United States WARNER PACIFIC INSURANCE Full time

    Position OverviewThe Lead Financial Planning Analyst will collaborate with various business units and finance professionals to deliver comprehensive support for budgeting, financial forecasting, and variance analysis. Reporting directly to the Director of Financial Planning & Analysis, you will be instrumental in providing precise and insightful financial...

  • Senior Financial Systems Solutions Architect

    1 week ago

    Westlake, Ohio, United States Hyland Full time

    Senior Financial Systems Solutions Architect Job ID: of Openings1 Job Locations: Remote - U.S. Category: Information Systems Overview Hyland is seeking a skilled Financial Systems expert to join our Information Systems team as a Solutions Architect. In this role, you will be tasked with the design and development of innovative solutions within Hyland's...

  • Financial Revenue Analyst

    1 week ago

    Westlake, Louisiana, United States Caesars Entertainment Full time

    Job OverviewPOSITION SUMMARY:Accountable for the execution of reconciliations and financial analyses as required.GENERAL QUALIFICATIONS:Bachelor's degree in Accounting or Finance is preferred.Prior experience in a financial reporting setting is advantageous.Proficient computer skills are essential.Ability to collaborate effectively with colleagues and...

  • Senior Software Engineer/Developer

    17 hours ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:Position Overview:Fidelity TalentSource LLC is seeking a highly skilled Senior Software Engineer/Developer to join our team. As a key member of our technology team, you will be responsible for designing, developing, and implementing complex software solutions using Oracle in a financial accounting service environment.Key...

  • Senior Systems Analyst

    4 weeks ago

    Westlake, United States Fidelity Investments Full time

    Job Description:The Role The Senior Systems Analyst will be responsible for analysis of current business and technical processes, identify system interfaces and dependencies, and document processes, system flows, and technical decisions. You will help us analyze Fidelity's existing Typescript workspaces, identify gaps, and translate requirements into clear...

  • Systems Analyst

    2 days ago

    Westlake, United States Fidelity TalentSource Full time

     Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Analyst to work in the Core Brokerage Platform Technology Group within Fidelity Investments Westlake. The Role We are seeking an expert with relevant technical skills in modern technologies and financial...