Financial Analyst

Job Description:

FINANCIAL ANALYST

The Role

• This Financial Analyst (FA) role is a member of the Financial Planning & Analysis team supporting the newly formed Fidelity Insurance Group (FIG).
• Assist in the creation and delivery of financial insights and analysis to measure and evaluate the financial performance of the business.
• Active involvement in the development and ownership of both financial and capital planning, including annual budget, quarterly forecasts and multi-year planning.
• This role is highly analytical and requires an individual who can multi-task in a fast-paced and highly complex organization. The ability to partner with diverse business partners, senior leaders, accounting, and other finance organizations is a necessity.
• The candidate will be a key contributor to the development of executive presentations which will be used across multiple forums and widely across the enterprise. This role will provide an opportunity to work across the company and partner with finance teams across the firm.
• Success will require an analytic attitude, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity.

The Expertise and Skills You Bring

• Bachelor's degree required (preferably in Finance, Economics or Accounting)
• 2+ years' work experience financial reporting, forecasting, financial modeling
• Advanced to expert skill level in Excel required
• Strong analytical capabilities and ability to apply these skills
• Detail orientated with financial modeling skills
• Strong interpersonal skills, including the ability to analyze complex issues, synthesize key points and effectively communicate findings
• Successfully collaborate with business partners and work effectively as part of a team
• Flexible and work well in a fast paced, dynamic environment with shifting priorities

The Team

You will work as part of a team that supports the Fidelity Insurance Group (FIG) business, which is the insurance/reinsurance business unit within the Enterprise Services organization specializing in annuity and insurance products. FIG's annuity and insurance products enable our customers to save for retirement and generate guaranteed lifetime income during retirement. The primary responsibilities of the team include decision support through the preparation and presentation of monthly business reviews to senior management, forecasting and budgeting, and providing ongoing finance support to FIG. The results of this analysis are used to help make actionable product and pricing decisions.

Certifications:

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 Glassdoor Employees' Choice Award, 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-we offer a range of opportunities for learning so you can build the career you've always imagined.

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 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, detailed in this document, 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 fidelitycareers.com.

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 accommodations@fmr.com.

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