Job Description:
The Role
The Associate Financial Analyst (AFA) role will be a key contributor in the Institutional Wealth Management Services Platform and Technology (IWMS P&T) Finance team. This role will focus on supporting both FP&A (Financial Planning and Analysis) and Decision Support finance leads. The AFA responsibilities include, but are not limited to, producing the monthly P&L statement, accruals, financial package, monthly and quarterly financial data and content for our central finance team, the annual budget and multi-year planning processes and ad hoc impactful and insightful financial reviews.
The Expertise and Skills You Bring
- Bachelor’s degree in Finance, Accounting, Economics or related field
- 1 year of experience in financial modeling and analysis a plus
- Proficient in Excel and PowerPoint. Experience with advanced excel formulas, Power BI and Anaplan a plus
- Understanding of accounting, financial and business concepts
- Demonstrates intellectual curiosity with ability to learn new concepts quickly
- Excellent written and verbal communications skills
- Ability to take initiative and seek creative solutions that challenge conventional approach
- Strong analytical and problem-solving skills with the ability to envision the 'big picture' while maintaining close attention to detail
- Displays confidence in explaining, defending and/or challenging analytical findings
The Value You Deliver
- Prepare month-end reporting with detailed variance analysis to previous periods, budget, and forecast
- Provide insight into key scorecard metrics and trends
- Assist with ad-hoc analysis, reports, and presentation materials in support of senior management
- Prepare executive level presentations that bring out insights clearly and concisely
- Ensure proper controls, documentation and reviews are in place to alleviate risks
The Team
IWMS P&T Finance is a key group under the Funds and Brokerage Operations and Technology (FBOT) organization. We provide financial support to central finance, the IWMS P&T senior leadership team, accounting, and our finance partners across the firm. We are focused on P&L forecasting, workforce capacity planning, strategic support for CIO, financial reporting, and ad hoc analysis. In supporting these critical parts of the business, the team has broad exposure to and influence on business decisions and processes.
The base salary range for this position is $47,000-$74,000 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. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include 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. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Certifications:
Category:Finance
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
