Job Title: Senior Financial Analyst
The Role
As a key member of the Corporate Services Finance team, the Senior Financial Analyst supports the Total Fidelity Corporate Services organization which includes Legal, Risk, Compliance, Audit, Human Resources, Finance, Corporate Affairs, and Communications. This is a dynamic and challenging role that requires the ability to multi-task in a fast-paced, sophisticated, and ever-evolving environment. In this role, you will provide financial support and strategic advice to business partners, analyze and interpret spend across the P&L, build capacity plans and models for business areas with volume growth and new products, deliver activity based-costing frameworks and reporting, and lead the annual forecasting and budgeting processes. You will also be responsible for creating and maintaining unit cost metrics and key performance indicators (KPIs), driving month-end close activities and variance commentary, making recommendations on invoice accruals, and delivering recurring financial reviews to leadership. This role offers exposure to senior leadership, key partners across business functions, and Finance teams across the firm.
The Expertise and Skills You Bring
- Bachelor’s degree in Business, Accounting, Finance, or Economics
- 2–4 years of relevant work experience in financial analysis or a related field.
- Strong analytical, conceptual thinking, and problem-solving capabilities.
- Ability to combine strategic business perspective with strong project management and analytical skills.
- Excellent interpersonal and communication skills, with the ability to influence across all levels of the organization.
- Proficiency in Excel and PowerPoint; experience with Power BI and Anaplan is highly encouraged.
- Advanced analytical and data modeling skills.
- Ability to synthesize complex issues and communicate findings clearly and concisely.
- Quick learner with the ability to thrive under pressure in a fast-paced environment.
- Confidence and maturity to work independently and cross-functionally.
- Ability to teach and mentor others on financial tools and concepts.
- Flexibility and resourcefulness to manage multiple priorities in a deadline-driven setting.
- Comfort with ambiguity and a proactive approach to problem-solving.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our mission as a finance function is to drive exceptional business performance and enhance the long-term value of the firm. The Corporate Services Finance team oversees over $1.3 billion in expenses, delivering insightful, action-oriented financial analysis to support effective decision-making. The team values curiosity, collaboration, and a customer-obsessed mindset, working together to deliver innovative solutions and measurable business outcomes. At Fidelity, we embrace Dynamic Working, a hybrid approach that balances personal flexibility with business needs.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
Top Skills
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.
