Financial Analyst

Job Description:

Job Description

The Financial Analyst role is a member of the Workplace Investing Central Finance FP&A 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 & quarterly deliverables, you will be responsible for supporting the Budget & MYP process, helping to provide insightful analytics and working with business partners across WI & Corporate teams.

The Expertise and Skills You Bring

• A bachelor's degree in Finance or Economics

• 2+ years of professional experience in Finance with a successful track record in financial analysis

• Strong Excel and PowerPoint skills; data visualization experience helpful

• Skill to navigate through complex datasets and identify trends, key points

• Proficiency with data, databases, financials, and strong bias for ensuring data accuracy

• Thorough understanding of financial concepts, methodologies, and accounting principles and how they affect business decisions

• Excellent written and verbal communications skills

• Strong interpersonal skills

• Flexible and adaptable team player

The Team

The Workplace Investing Central Finance Team collaborates with a variety of stakeholders including senior management, line finance and the strategy & planning team to drive finance initiatives and deliverables across WI. The candidate will develop expertise in financial planning, executive support, management reporting, and drivers of growth. As a member of Central Finance, the candidate will also have multiple opportunities to lead or contribute to critical short- and long-term finance initiatives being managed by the team.

Note: Fidelity is not providing immigration sponsorship for this position

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Category:

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.