Job Description:
Senior Financial Analyst – Wealth Central Finance
The Role
This Senior Financial Analyst role will be part of the Fidelity Wealth Central FP&A Finance team. The primary objective of the role will be to provide a broad range of financial analytics and reporting to drive improved outcomes and financial results to the broader organization. In addition to monthly reoccurring deliverables, this associate will provide headcount, vendor, and expense management for HR, Analytics, and Finance/Strategy teams. There will be opportunities to identify, design, and implement process improvements to our financial reporting and analytics.
The Expertise and Skills You Bring
Applicants should have excellent written and verbal communication skills including the ability to communicate effectively with business and finance partners at varying levels of the organization. Candidates need to have strong analytical and problem-solving skills, along with proven ability to manage competing priorities and multiple deadlines.
- A bachelor's degree in Finance, Economics, or equivalent
- 5+ years of professional experience in financial services with a successful history in financial P&L management and analysis
- Strong Excel, Essbase, and PowerPoint skills; data visualization experience helpful
- Skill to navigate through complex organizational support and challenges
- Thorough understanding of financial concepts, methodologies, and accounting principles and how they affect business decisions
- High degree of comfort with data, databases, financials, and strong bias for ensuring data accuracy
- Flexible and adaptable team player
The Team
As a member of the Fidelity Wealth Finance team, you will provide senior management will illuminating, productive financial analysis to guide effective decision making that impacts Fidelity’s clients and associates. This role will be key in supporting Finance’s efforts in the growth and development of the business.
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.
