Senior Financial Analyst

Job Description:

Job Description

Senior Financial Analyst, Brokerage Central Finance

The Role

The Senior Financial Analyst (SFA) role is a member of the Brokerage Central Finance team and will be responsible for delivering strategic insights and analysis with a focus on decision support and executive reporting supporting the Brokerage marketing team. You will play a role in supporting Brokerage marketing initiatives and other initiatives across Brokerage Finance. The role will also be responsible for providing Brokerage vendor management oversight and work closely with Risk, Procurement, and other business partners 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

• A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus
• 5+ years of professional experience in Finance with a successful track record in financial modeling and analysis; 3+ years of experience with advanced degree
• Financial services experience or experience in Retail Investing a plus
• Experience with vendor management and knowledge of risk management a plus
• Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Hyperion Essbase, Anaplan
• 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
• Outstanding analytical and problem-solving skills, working independently to perform most analyses
• 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 and ability to influence others across the organization
• Flexible and adaptable teammate
• Ability to respond to shifting priorities while maintaining progress of regularly scheduled work

The Value You Deliver

• Contributing to Brokerage Marketing initiatives and other Brokerage priorities
• Providing ad hoc analysis to support senior management on key strategic and operational decisions
• Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis and financial models
• Driving enhanced vendor management oversight for the Brokerage business
• Become an expert in various tools and systems critical to delivering information to our senior leaders
• Key contributor to senior executive presentations, with a focus on accuracy, timeliness and deep insights and creativity
• Informal coaching and development of junior level analysts

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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