Senior Financial Analyst

Job Description:

The Role

The Senior Financial Analyst role is a member of the WI/FH Central Finance Team delivering impactful and insightful analysis to our business partners. You will be responsible for running our quarterly scorecard process, playing an active role in partnering with our Strategy & Planning team to deliver insightful and meaningful analysis, and bringing a leadership mindset and critical thinking to the development of our routines and analytics. The analyses and insights delivered are critical components to drive business planning and ongoing decision making.

The Expertise and Skills you Bring

• A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus

• 5+ years of professional experience in Finance, Strategy or project management

• Financial services experience; experience in benefits outsourcing (WI/FH) a plus

• Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization

• Intellectual curiosity and desire to understand and interpret information

• Outstanding analytical and problem solving skills

• Ability to working independently and drive a process to completion

• Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy

• Strong interpersonal skills

• Ability to take initiative and seek creative solutions that challenge conventional approaches

• Confidence to ask questions, provide guidance and interact with all associates and leaders WI / FH

• Proficiency presentation tools (MS Excel, MS PowerPoint) and business intelligence tools (PowerBI)

Note: Fidelity is not providing immigration sponsorship for this position

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.

Certifications:

Category:

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.

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.