Job Description:
The Senior Financial Analyst is a member of the Fund and Brokerage Operations and Technology (FBOT) Central Finance group; a team responsible for delivering impactful and insightful analysis, collaborating with our business partners and leading critical projects that deliver value. The primary objective for this role will be to assist the team in successfully delivering results and high-quality financial analysis to various leaders.
You will gain exposure to and be responsible for working across all the Business Units to consolidate results within FBOT:
- IWMS – Institutional Wealth Management Services, including:
- CRG - Client Relationship Group
- GTM&S – IWMS Go-To-Market & Strategy
- CE - Client Experience Group
- IWMS P&T - IWMS Platform & Technology
- OSG – Operations and Services Group
- CBPT – Core Brokerage Platform & Technology
- FFIO – Fidelity Fund and Investment Operations
- FFIOT – Fidelity Fund and Investment Operations Technology
The analyses and insights delivered are critical to drive business planning and ongoing decision support. The role will focus on FP&A, providing support for FBOT:
- Monthly financial & headcount reporting
- Quarterly business reviews (business and finance)
- Annual reviews (e.g., vendor spend analysis)
- Planning process including multi-year plan (MYP), budget, and forecasts
- Coordination and reporting for contracts, purchase orders, SOWs
- Annual enterprise outbound print PAR process support & submission
- Delivering on corporate asks for FBOT by communicating & partnering with the BUs
- FBOT Admin line support
- Financial modeling
- Ad hoc requests & strategic projects for FBOT
The Expertise and Skills you Bring
- A bachelor’s degree in Finance, Accounting, or equivalent; MBA or advanced degree is a plus
- 4+ years of professional experience in Finance with a successful track record
- Proficiency in financial modeling, presentation, and data visualization tools (MS excel, MS PowerPoint, PowerBI)
- Knowledge of enterprise-wide tools a plus (Anaplan, MDC, WFDL)
- Excellent written and verbal communication skills, including the ability to 'tell the story' and communicate effectively with Finance and Business Partners at varying levels of the organization
- Intellectual curiosity combined with analytical and problem-solving skills
- Strong attention to detail and ability to manage & consolidate details from our broad range of businesses within FBOT to deliver both FBOT level & BU level insights
- Ability to take initiative and seek creative solutions that challenge conventional approaches
- Ability to respond to shifting priorities & ad hoc requests while maintaining progress of regularly scheduled deliverables
Note: Fidelity is not providing immigration sponsorship for this position
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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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.
