Senior Analyst - Financial Management
Job Description:
The Role:
We are looking for a detail-oriented professional to join our Financial Management & Controls team as an Analyst. In this role, you will lead and support key aspects of FCM billing operations while ensuring accuracy and compliance. The ideal candidate brings strong financial acumen, project management skills, and the ability to prioritize effectively in a fast-paced environment. You will collaborate closely with product, finance, accounting, and operations teams to provide insights, streamline processes, and develop interactive data visualization dashboards that will transform our reporting capabilities.
Manage Billing Operations: Execute and monitor day-to-day billing processes to ensure accuracy, timeliness, and compliance.
Data Analysis & Reporting: Prepare and validate financial data for reporting; identify discrepancies and resolve issues promptly.
Dashboard Development: Build and maintain interactive data visualization dashboards to improve transparency and decision-making.
Cross-Functional Collaboration: Work closely with finance, accounting, product, and operations teams to support billing and reporting needs.
Process Optimization: Identify inefficiencies in current workflows and implement improvements to streamline operations.
Issue Resolution: Troubleshoot billing and data-related problems, ensuring quick and effective solutions.
Documentation & Controls: Maintain accurate documentation of processes and controls to support audits and compliance requirements.
Support Projects: Assist in financial and operational projects, ensuring deliverables are met within scope and timelines.
The Expertise and Skills You Bring:
Bachelor’s degree in finance, accounting, business, or related field.
3-4 years in financial operations, audit, or related roles.
Strong proficiency in Excel.
Experience with data visualization tools (Power BI, Tableau).
Project Management: Ability to manage multiple priorities and meet deadlines.
High attention to detail and accuracy.
Strong problem-solving and analytical skills.
Excellent communication and collaboration abilities.
The Team:
The newly approved team will be seamlessly integrated into the dynamic Business Intelligence division, comprised of exceptionally skilled product platform managers within the FCM Trading and Operations group of Capital Markets. This team is poised to play a pivotal role in fostering collaboration and delivering support across both internal and external business sectors at Fidelity Institutional (FI) and Fidelity Management Research (FMR). Our core internal customers within the FCM framework encompass a diverse array of segments, including Prime Services, Securities Finance, Fixed Income, Equities, Forex, Equity Origination, and Fidelity Agency Lending. The FCM Financial Management team stands at the forefront of generating and managing all client and product revenue and expense attribution, ensuring unparalleled financial insights. As the product landscape continues to evolve, our team leverages the power of our Oracle data platform, FCMOne, to drive effective data analytics and develop key performance metrics. This strategic capability empowers us to make insightful, data-driven decisions that propel our business forward." Let me know your thoughts.
Note: Fidelity will not provide immigration sponsorship for this position.
The base salary range for this position is $66,000-125,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
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.