Senior Financial Analyst

Job Description:

The Purpose of your Role

As part of the Enterprise Functions Decision Support team, this position will support the Human Resources, Compliance, Audit, Legal, Communications, Public Affairs and Policy and Audit BUs.\u00A0 This is a challenging role that requires an individual who can multi-task in a fast-paced, highly sophisticated, and ever-changing organization. The ability to work with business partners of various levels, Accounting and Central Finance as well as other Finance organizations is a necessity.

The Financial Analyst is tasked with providing finance support and advice to the BU's. The role is responsible for analyzing and interpreting spend across the P&L, lead the forecast and budgeting process, and maintain and create unit cost metrics and Key Performance Indicators. In addition, this position plays a lead role in month-end close activities and variance commentary production, as well as making recommendations on invoice accruals, and providing monthly financial reviews to leadership.

The Expertise You Have

• Bachelor degree in Business, Accounting, Finance, or Economics with 5+ years of related work experience. MBA preferred.
• Applicants must have exceptional analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute are necessary
• Excellent communication and people skills along with ability to build relationships and influence across all levels of the business, including role as fiduciary steward

The Skills You Bring

• Bachelor s degree in finance, accounting, economics, data analytics or related field
• 3-6 years of relevant experience in finance or data analysis role(s)
• Proficient in Excel and PowerPoint, experience with business intelligence tools (Power BI) and Anaplan is highly encouraged
• Exceptional analytical, problem solving and data modeling skills
• Excellent communication skills with the ability to summarize and clearly articulate complex issues, synthesize key points and effectively communicate findings
• Ability to learn quickly and work well under pressure in a fast-paced environment
• Confidence and maturity to work independently and across different levels of the organization
• Flexibility and resourcefulness to handle several priorities in a deadline driven environment, having comfort with ambiguity

The Value You Deliver

• Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis, and financial models.
• Developing financial analysis and reporting of business unit expenses including periodic reporting and analysis as well as month-end close processing and variance analysis, forecasting, budgeting, and related business commentary.
• Supporting ongoing and ad-hoc analysis and develop recommendations, including scenario analysis.
• Evaluating and improving IT financial management processes to meet changing business needs and efficiency goals.
• Coaching and developing junior level analysts.

The Team

As a finance function, our mission is to drive outstanding business performance and improve the long-term value of the Firm. The Enterprise Functions Analytics team provides oversight for over $600 Million of expense and provides management with informed, insightful, action-oriented financial analysis to guide effective decision-making.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we are calling \u201CDynamic Working\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change.

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

, 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

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 all business days of every other week in a Fidelity office.

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,

, 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

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