Associate Financial Analyst

Job Description:

The Purpose of your Role

Do you thrive in a challenging and fast paced work environment? Are you passionate about crafting reporting that informs decision making? If you want to help drive the way information is shared digitally with senior leaders, join the Finance Enterprise Reporting COE (Center of Excellence) team.

As an Associate Financial Analyst, you will be working in a collaborative, dynamic, creative environment on a team dedicated to driving continuous improvement in Fidelity's financial decision-making. You will have the opportunity to work with leaders across the organization, engaging in an influential, consultant-like role focused on delivering interactive value-add digital solutions.

The Expertise You Bring

• A bachelor's degree in a finance or technical-related field required
• At least one year of work experience at Fidelity preferred, but not required
• Strong interest in technology, visualization tools, and business intelligence software
• Experience with translating large datasets to digital outputs
• Previous experience in crafting digital reporting using data visualization tools (Tableau, Power BI, SQL, etc.) preferred

The Skills You Bring

• Ability to tell a compelling story through various visual mediums
• Strong attention to detail
• Ability to clearly articulate complex ideas with varying levels of associates; strong written and verbal communication skills
• Self-motivation and dedication to delivering quality products within assigned deadlines
• Ability to manage and prioritize multiple detailed processes in a time sensitive environment
• Strong analytical, research, and problem-solving skills
• Thorough understanding of financial/accounting principles and systems
• Ability to work independently with minimal supervision, as well as be a team player
• Basic knowledge of tools for performing analyses and creating presentations (Excel, Access, PowerPoint)

The Value You Deliver

• Consult with business partners to understand their current reporting, data sources, and transformation requirements to build and deliver impactful yet intuitive digital solutions
• Prepare of daily, weekly, and month-end reporting evaluating and analyzing variances to previous periods, budget, and forecast
• Support a wide variety of business partners throughout the firm
• Serve as an authority, providing support and consultation to others in the COE and Line Finance teams
• Ensure proper controls, documentation, and reviews are in place to mitigate risk
• Provide visibility into key metrics and trends
• Prepare reporting for a wide variety of Fidelity business leaders across the firm, including performing analyses, providing ad hoc support, and offering consultant-like enhancements

How Your Work Impacts the Organization

The Associate Financial Analyst is team player in the Finance Enterprise Reporting COE, which provides an evolving suite of services encompassing value-added reporting and analytics using innovative tools and processes to drive continuous improvement in the decision making of the firm.

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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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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