Financial Analyst

Job Description:

Financial Analyst

Job Description:

This role will be responsible for a number of key dependencies in supporting both the Fidelity Wealth Finance & HR teams including Headcount and P&L governance, KPI/Scorecards, reporting and insights, and business case / service model support. You will also participate in a broad range of ad-hoc analytical support across Fidelity Wealth’s business and finance teams. The analyses and insights delivered are essential components to drive business planning and ongoing decision making.

This is a challenging role that requires an individual who can multi-task in a fast-paced, ever-changing organization. The ability to work with finance and business partners of various levels is a necessity. The Financial Analyst is tasked with analyzing and interpreting spend across the P&L, lead the forecast and budgeting process, and maintain vendor management details.

The Expertise We’re Looking For

• A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus
• 2+ years of professional experience in Finance with a successful track record in financial modeling and analysis
• Strong analytical capabilities and ability to apply these 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
• Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, PowerBI, and Anaplan

The Skills You Bring

• Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization
• Intellectual curiosity
• Outstanding analytical and problem-solving skills, working independently to perform most analyses
• Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy
• Strong interpersonal skills
• Ability to take initiative and seek creative solutions that challenge conventional approaches
• Confidence and ability to influence others across the organization
• Flexible and adaptable teammate
• Ability to respond to shifting priorities while maintaining progress of regularly scheduled work

The Value You Deliver

• Support the headcount governance process for an organization of 20k+ associates
• Ownership of key performance metric reporting, analytics, and insights
• Providing analyses and strategic recommendations to management and business partners
• Synthesizing data, analyses, and conclusions into presentation format for senior management
• Finding opportunities to streamline work processes to make the team more efficient and effective
• Proactive partnership and communication with business and Finance partners
• Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business
• Work with the business to understand investment opportunities and provide cost benefit analyses to support decision making

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.