Job Description:
FINANCIAL ANALYST
The Role
- This Financial Analyst (FA) role is a member of the Financial Planning & Analysis team supporting the newly formed Fidelity Insurance Group (FIG).
- Assist in the creation and delivery of financial insights and analysis to measure and evaluate the financial performance of the business.
- Active involvement in the development and ownership of both financial and capital planning, including annual budget, quarterly forecasts and multi-year planning.
- This role is highly analytical and requires an individual who can multi-task in a fast-paced and highly complex organization. The ability to partner with diverse business partners, senior leaders, accounting, and other finance organizations is a necessity.
- The candidate will be a key contributor to the development of executive presentations which will be used across multiple forums and widely across the enterprise. This role will provide an opportunity to work across the company and partner with finance teams across the firm.
- Success will require an analytic attitude, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity.
The Expertise and Skills You Bring
- Bachelor's degree required (preferably in Finance, Economics or Accounting)
- 2+ years’ work experience financial reporting, forecasting, financial modeling
- Advanced to expert skill level in Excel required
- Strong analytical capabilities and ability to apply these skills
- Detail orientated with financial modeling skills
- Strong interpersonal skills, including the ability to analyze complex issues, synthesize key points and effectively communicate findings
- Successfully collaborate with business partners and work effectively as part of a team
- Flexible and work well in a fast paced, dynamic environment with shifting priorities
The Team
You will work as part of a team that supports the Fidelity Insurance Group (FIG) business, which is the insurance/reinsurance business unit within the Enterprise Services organization specializing in annuity and insurance products. FIG’s annuity and insurance products enable our customers to save for retirement and generate guaranteed lifetime income during retirement. The primary responsibilities of the team include decision support through the preparation and presentation of monthly business reviews to senior management, forecasting and budgeting, and providing ongoing finance support to FIG. The results of this analysis are used to help make actionable product and pricing decisions.
Certifications:
Category:Finance
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.
Top Skills
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.
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