The Role
We are looking for a highly motivated and experienced individual to join the team as a Business Analyst Consultant providing project management support for Fidelity Fund and Brokerage Operations & Technology Billing teams and applications.
The business analyst will establish and manage formal intake process within billing for all new business, product and commercialization efforts, currently aligned by segment, thereby creating scale and consistency allowing billing associates to focus on core activities. You will own billing standards to drive consistency in data requirements to successfully launch new products and services by creating re-usable billing capabilities.
In addition, the business analyst leads initiatives such as Billing Modernization program with diverse complexity and scope. Our analyst provides business & technical knowledge while collaborating with the various squad members to drive business requirements and business testing to support the program’s dedication to accuracy and quality billing.
The Expertise and Skills You Bring
Bachelor’s degree with 7+ years of professional experience
8+ years of related experience with project management, Agile Enablement, Business Analysis and/or Financial Support of Technology organizations strongly preferred.
Ability to assess stakeholder needs and effectively communicate recommendations and influence leadership as needed.
Proven experience in analyzing data to produce actionable insights
Experience carrying out projects in an agile environment
Strong interpersonal skills with the ability to build productive, collaborative relationships across a broad array of functional areas.
Can manage multiple, competing priorities and make sound/independent decisions.
Proven experience working with querying tools or data visualization tools (Tableau, PowerBI, Business Objects, SQL)
Knowledge of FI Billing Platform preferred
The Team
The Fidelity FBOT Billing Program Management team is a centralized function which provides business analyst and project management support for all the Fidelity IWMS Clearing and Custody Billing teams and applications. The team supports all in house billing applications: Generic rules engine, Billing Solutions, Varicent, and 12b1.
Note: Fidelity is not providing immigration sponsorship for this position
Certifications:Category:Business AnalysisFidelity’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.
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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.
