Financial Analyst

2096830-1

Job Description

This Financial Analyst role will be part of the Fidelity Wealth Central Finance Analyst 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.

The Role

This role is responsible for providing a variety of financial reporting and analytics to the lead directors and senior financial analysts supporting Wealth Central Finance. In addition to monthly reoccurring deliverables, this associate will work closely with other financial analysts to deliver ad-hoc analyses that will are critical components to drive business planning and ongoing decision making. There will be opportunities to identify, design, and implement process improvements to our financial reporting and analytics.

The Expertise and Skills You Bring

• A bachelor's degree in Finance, Economics, or equivalent
• 2+ years of professional experience in financial services
• Professional experience in Finance with a successful track record of in financial modeling and analysis
• Excellent verbal, written communication and presentation skills
• Excellent written and verbal communication skills including ability to communicate effectively with Finance partners at varying levels of the organization
• Thorough understanding of financial concepts, methodologies, and accounting principles and how they affect business decisions
• Strong analytical and problem-solving skills
• High degree of comfort with data, databases, financials, and strong bias for ensuring data accuracy
• Proven ability to manage competing priorities and multiple deadlines
• Ability to take initiative and seek creative solutions that challenge conventional approach
• Strong modeling skills and experience with MS Excel and MS PowerPoint
• Flexible and adaptable team player
  
  
  

The Value You Deliver

• Support the creation of financial reporting and analytic packages
• Assist with consolidation of organization’s annual budget, monthly & quarterly KPIs, and other regular analysis & reporting at a detailed level
• Maintain positive relationships with broader Wealth Finance team to coordinate multi-year plans, budgets, and forecasts
• Finding opportunities to streamline work processes to make the team more efficient and effective
  
  
  

The Team

Wealth is a multi-faceted business with a core purpose to inspire better futures by helping tens of millions of investors of all ages and affluence levels plan and manage their investments and live the life of their dreams. As a member of Wealth Finance you will provide meaningful analysis to senior management and be part of a dynamic, fast paced environment.

Certifications

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.