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<h3>Job Description:</h3><strong>The Role</strong>The Financial Analyst is part of a team responsible for the delivery of accurate, high quality financial information for Fidelity’s Fund boards. The Board Finance team works with and supports a variety of customers including Fidelity-wide business unit leaders, and independent trustees. A successful candidate will develop and use their knowledge of the Fidelity businesses and investment products to support the renewal of mutual fund fee contracts. <strong>The Expertise and Skills You Bring</strong><ul><li>Bachelor’s degree in finance, accounting, economics, or related field</li><li>At least 2-3 years of professional experience in finance, preferably in the financial services industry</li><li>A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity</li><li>Works effectively as part of a team, and successfully collaborates with business partners</li><li>Solid analytical and problem-solving skills, working independently to perform tasks</li><li>Strong written and oral communication skills – can articulate clearly with all levels of employees</li><li>Proficiency in modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Oracle BI, Power BI)</li><li>Ability to synthesize large amounts of information into concise, digestible, and actionable stories</li><li>Ability to respond to shifting priorities while maintaining progress of regularly scheduled work</li></ul><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong> <strong>The Team</strong>The Board Finance team is responsible for providing the Fidelity Trustees with materials and analysis in support of their consideration of the Funds’ contracts with Fidelity. The team interacts with each business division and is focused primarily on the competitiveness of fund fees and the profitability of the mutual fund business. <h3>Certifications:</h3><h3>Category:</h3>Finance<p>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.</p><p>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.</p>

Fidelity Investments

Financial Analyst

<h3>Job Description:</h3><h3>The Role</h3><p>The Senior Manager role is a member of the Domain Finance Team delivering impactful and illuminating financial analysis to our business partners. The primary objective of the role will be to lead the line finance support and financial planning and analysis for the WI Emerging Domain to drive improved outcomes and financial results to the broader organization. The WI Emerging Domain focuses on Student Debt, Workplace Giving, and Advantage 401k offerings within Workplace Investing (WI). You will work closely with the assigned Finance VP, Product Areas Leaders and Sales Leaders for these businesses. You will partner closely with WI CoEs, including Tech Finance, Pricing, Decision Support &amp; Analytics, and Costing to support analytics around sales projections, pricing analyses, new product/channel development plans, vendor expense management and cost behavior.</p><h3>The Expertise and Skills You Bring</h3><ul><li>A bachelor's degree or equivalent experience in Finance or Economics; MBA or advanced degree preferred</li><li>8+ years of professional experience with a successful track record in financial modeling and analysis</li><li>Financial services experience; experience in benefits outsourcing (WI) a plus</li><li>Ability to combine a strategic business perspective with strong project management and analytical skills</li><li>Excellent written and verbal communications skills, including the ability to 'tell the story' and communicate sophisticated financial information to influence executive decision making</li><li>Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint, Thinkcell, etc.) and the ability to teach others</li><li>Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including interacting with and influencing senior management</li><li>Outstanding critical thinking, problem solving, decision-making, and analytical skills</li><li>Strong interpersonal skills, proactively building consultative relationships across Finance and the business</li><li>Ability to gain subject matter expertise in a short time period and apply institutional knowledge to business decisions and quality analytics</li><li>Flexibility, and resourcefulness to navigate several priorities in a deadline driven environment, having comfort with ambiguity</li><li>Ability to take initiative and seek creative solutions that challenge conventional approach</li><li>Demonstrating an in-depth understanding of financial results, including key drivers, emerging trends, and anomalies to share with senior management to guide effective decision making</li><li>Working with product teams to develop analyses supporting investment decision making</li><li>Providing ad hoc analysis for the Emerging product and sales and members of their senior management team</li><li>Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business, including proactive thinking and analysis</li><li>Reviewing, analyzing and supervising business performance, synthesizing data, analyses, and conclusions into presentation form for senior management</li><li>Operating with a high degree of autonomy, serving as a proxy for the business Finance VP to various internal audiences</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>The Team</h3><p>Our team focuses on overall management of the WI Technology Investment Portfolio and supports the Technology, Data, Platforms, Digital Experience and Emerging domains. We deliver the data and analyses that help these groups understand what technology investments we are making and the impact those investments are having on our customers.</p><h3>Certifications:</h3><h3>Category:</h3>Finance<p>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.</p><p>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.</p>

Senior Manager, Finance

<h3>Job Description:</h3><p><strong>Associate Billing Analyst</strong></p><p>The Associate Billing Control Analyst position acts as an overseer, a consultant and key business partner to our FundsNetwork, FIAM, Clearing and Custody Business partners and Billing team and liaisons with the Risk and Compliance professionals with the overall goal of ensuring a high level of accuracy in billing and compliance with key controls.</p><p>The billing unit within Fidelity Institutional business group supports relationship management teams, client service teams, pricing and sales teams, and various product teams. Candidates are responsible for timely review of key control steps within the process, validation of accuracy in billing set up and working with product teams on upstream data validation.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor's Degree Required (Finance/Accounting Preferred)</li><li>1-3 Years of financial services and/or operations experience</li><li>A self-starter and team player who works collaboratively to achieve the team’s overall goals and objectives.</li><li>Your excellent communication and interpersonal skills along with your ability to influence others across the company and build relationships.</li><li>Strong analytical skills with your ability to quickly understand complex issues</li><li>Ability to innovate and understand the importance of process improvement and time management</li><li>Your ability and flexibility to manage multiple priorities, and deliverables while maintaining deadlines</li><li>Your solid knowledge of financial tools (Excel, Access, Business Objects).</li><li>Excellent written and oral communication, particularly when discussing complex issues</li><li>Perform audit and oversight work on key billing activities.</li><li>Lead or support resolution of identified items including enhancing processes or controls.</li><li>Identify and deliver process enhancements for the efficient, accurate and timely completion of all activities</li><li>Provide root cause analysis and insights into issue resolutions</li><li>Work with business and technology partners to resolve issues</li><li>Proactive participation &amp; management on various projects/initiatives</li><li>Provide support for internal and external audit</li><li>Maintain and update procedure documentation</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>The Billing Controls team safeguards the accuracy and integrity of all billing processes by performing reconciliations, exception reviews, and audit support while maintaining key control procedures. We manage a wide range of recurring and project-based tasks, partner across departments to resolve issues, and drive process improvements that strengthen financial accuracy and compliance.</p><h3>Certifications:</h3><h3>Category:</h3>Finance<p>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.</p><p>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.</p>

Associate Billing Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Reporting to the tax director, this position is a key contributor to the venture capital / private equity partnership tax compliance group with significant growth opportunity. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>3+ years of venture capital / private equity partnership tax experience in Big 4 public accounting or combination of public and in-house partnership tax</p></li><li><p>Bachelor’s degree in Accounting or Business; Master’s in taxation and/or CPA preferred</p></li><li><p>Experience with state and local partnership tax compliance requirements</p></li><li><p>Knowledge in U.S. foreign reporting including foreign source income calculations, PFIC and CFC analysis</p></li><li><p>Ability to work independently while seeking appropriate guidance</p></li><li><p>Experience using Corptax or comparable tax compliance software</p></li><li><p>Proficient in Microsoft Office Suite, specifically Word and Excel</p></li><li><p>Understanding of Alteryx workflow applications</p></li></ul><p><strong>The Team</strong></p><p>The Fidelity tax department is a fast-paced, team-focused, and dynamic environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax group, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $71,000-$112,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Finance

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