Financial Analyst

Sorry, this job was removed at 08:32 a.m. (CST) on Thursday, Feb 13, 2025
Westlake, TX
In-Office
Fintech
The Role

Job Description:

Fidelity Real Estate (FRE) Company is the corporate real estate division of Fidelity Investments, offering a full range of services to Fidelity businesses nationally and internationally. Our philosophy is customer-centric - everything we do focuses on delivering solutions that meet or exceed the needs of our customers at all levels. We have responsibility for more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international offices, multiple data centers and more than 200 retail investor centers!

Financial Analyst – Real Estate

The primary objective of this role is to provide strategic business partner support and financial management to drive improved outcomes and financial results for the broader organization. You will work closely with business partners throughout Fidelity Real Estate and develop a deep understanding of corporate real estate and the capital projects we are responsible for.

The Expertise We’re Looking For

  • Bachelor's degree in Finance or Accounting

  • 2+ years of professional experience in Finance

  • Professional experience in Finance with a successful track record in financial planning & analysis

  • Proficiency in financial modeling and presentation tools (Excel, PowerPoint) with experience in Anaplan, TBM, NGAV/Power BI

  • Excellent written and verbal communications skills; ability to communicate effectively with Finance and business partners at varying levels of the organization

The Skills You Bring

The candidate should bring excellent written and verbal communication skills and have the ability to partner successfully with Finance and business colleagues at varying levels of the organization.

As a future teammate, you must be flexible and self-motivated with a can-do demeanor and bring enthusiasm and intellectual curiosity to the role. It requires confidence and ability to influence others across the organization.

The Purpose of Your Role and the Value You Deliver

  • Develop financial analysis and reporting of business unit expenses and capital expenditures including recurring monthly reporting and analysis as well as month-end close processing and variance analysis, forecasting, budgeting, and related business commentary.

  • Partner with the Real Estate functions on supporting the regions

  • Use data visualization tools and business knowledge to continuously provide insightful information, management reporting and analytics that evolve with changes in the business

  • Collaborate with others to assist in special projects by developing financial modeling

  • Support ongoing and ad-hoc analysis to develop recommendations

  • Proactive partnership and communication with business and Finance partners

  • Evaluate and improve existing data gathering tools and spreadsheets

  • Contribute to inclusive environment which brings together different ideas, experiences, skills, and knowledge

Other Requirements

  • Ability to be onsite at Fidelity locations a minimum of to 50% of the time.

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.

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The Company
HQ: Boston, MA
58,848 Employees
Year Founded: 1946

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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