This position sits within Center of Enterprise Technology Analytics team supporting Enterprise Technology (ET) business units. The Senior Financial Analyst role consists of providing exceptional finance support and advice on expense management. The role is responsible for analyzing and interpreting spend, support the forecast and budgeting process, and deliver financial reviews to our business partners. The ideal candidate would partner with, and become an extended member of, the Decision Support team in support of the technology business. This could provide a future opportunity into a Decision Support role dependent on how well the associate can integrate and build their domain knowledge.
The Expertise and Skills You BringBachelor degree in Business, Accounting, Finance, or Economics with 5 plus years of related work experience. MBA preferred.
Applicants must have exceptional analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are a must.
Your business maturity and presence to effectively interact with senior management.
Your excellent communication and interpersonal skills with confidence and ability to influence others across the company and build relationships.
Your ability to envision the 'big picture' while maintaining close attention to detail.
Your solid understanding of financial principles and practical experience in applying this knowledge to business situations.
Your synthesis of analysis and research into strategic insights and practical recommendations.
Ability to create financial models, conduct scenario analysis, and understand and assess options
Your ability to manage deliverables independently and with a high degree of efficiency.
Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis, and financial models.
Developing financial analysis and reporting of business unit expenses including periodic reporting and analysis as well as month-end close processing and variance analysis, forecasting, budgeting, and related business commentary.
Supporting ongoing and ad-hoc analysis and developing practical recommendations, including scenario analysis.
Evaluating and improving IT financial management processes to meet changing business needs and efficiency goals.
Coaching and developing junior level analysts.
As a finance function, our mission is to drive outstanding business performance and maximize the long-term value of the Firm. The Center of Enterprise Technology Analytics team provides oversight of IT expenses and provides management with informed, insightful, action-oriented financial analysis to guide effective decision-making.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Skills Required
- Bachelor degree in Business, Accounting, Finance, or Economics with 5 plus years of related work experience.
- MBA
- Exceptional analytical, communication, conceptual thinking, and problem-solving capabilities.
- Business maturity and presence to effectively interact with senior management.
- Excellent communication and interpersonal skills with ability to influence others and build relationships.
- Ability to envision the big picture while maintaining close attention to detail.
- Solid understanding of financial principles and practical experience applying them to business situations.
- Ability to create financial models, conduct scenario analysis, and assess options.
- Developing financial analysis and reporting of business unit expenses including periodic reporting, month-end close processing, variance analysis, forecasting, budgeting, and related business commentary.
- Support ongoing and ad-hoc analysis and develop practical recommendations.
- Evaluate and improve IT financial management processes to meet changing business needs and efficiency goals.
- Ability to manage deliverables independently and with a high degree of efficiency.
- Coaching and developing junior level analysts.
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
-
Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
-
Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
-
Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
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.
