Financial Analyst

Job Description:

Financial Analyst

The Financial Analyst (FA) role is a member of the Brokerage Finance Team, delivering impactful and insightful financial analysis to our business partners. The primary objective of the role will be to provide a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to business leadership. You will be participating in a number of key dependencies in supporting the organization including Headcount and P&L governance, KPI/Scorecards and reporting and insights along with supporting the Brokerage Technology team. The position provides an opportunity to learn, grow and build your career with Fidelity Finance.

The Expertise We re Looking For

• A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus
• 2+ years of professional experience in Finance with a successful track record in financial modeling and analysis; 2+ years of experience with advanced degree
• Strong analytical capabilities and ability to apply these 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
• Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Hyperion Essbase, Anaplan, SQL

The Skills You Bring

• 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

• Support the headcount/P&L governance process for the organization
• Ownership of key performance metric reporting, analytics, and insights
• Providing analyses and strategic recommendations to management and business partners
• Synthesizing data, analyses, and conclusions into presentation format for senior management
• Finding opportunities to streamline work processes to make the team more efficient and effective
• Proactive partnership and communication with business and Finance partners
• Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business
• Work with the business to understand investment opportunities and provide cost benefit analyses to support decision making\u00A0

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 working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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