Fidelity Investments Inc.
Financial Analyst
Fidelity Investments Inc., Boston, Massachusetts, us, 02298
Job Description:
Financial AnalystThe 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 plus2+ years of professional experience in Finance with a successful track record in financial modeling and analysis; 2+ years of experience with advanced degreeStrong analytical capabilities and ability to apply these skillsStrong interpersonal skills, including the ability to analyze complex issues, synthesize key points and effectively communicate findingsSuccessfully collaborate with business partners and work effectively as part of a teamFlexible and work well in a fast paced, dynamic environment with shifting prioritiesProficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Hyperion Essbase, Anaplan, SQLThe 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 organizationIntellectual curiosityOutstanding analytical and problem-solving skills, working independently to perform most analysesStrong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracyStrong interpersonal skillsAbility to take initiative and seek creative solutions that challenge conventional approachesConfidence and ability to influence others across the organizationFlexible and adaptable teammateAbility to respond to shifting priorities while maintaining progress of regularly scheduled workThe Value You Deliver
Support the headcount/P&L governance process for the organizationOwnership of key performance metric reporting, analytics, and insightsProviding analyses and strategic recommendations to management and business partnersSynthesizing data, analyses, and conclusions into presentation format for senior managementFinding opportunities to streamline work processes to make the team more efficient and effectiveProactive partnership and communication with business and Finance partnersUsing tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the businessWork with the business to understand investment opportunities and provide cost benefit analyses to support decision making
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Financial AnalystThe 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 plus2+ years of professional experience in Finance with a successful track record in financial modeling and analysis; 2+ years of experience with advanced degreeStrong analytical capabilities and ability to apply these skillsStrong interpersonal skills, including the ability to analyze complex issues, synthesize key points and effectively communicate findingsSuccessfully collaborate with business partners and work effectively as part of a teamFlexible and work well in a fast paced, dynamic environment with shifting prioritiesProficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Hyperion Essbase, Anaplan, SQLThe 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 organizationIntellectual curiosityOutstanding analytical and problem-solving skills, working independently to perform most analysesStrong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracyStrong interpersonal skillsAbility to take initiative and seek creative solutions that challenge conventional approachesConfidence and ability to influence others across the organizationFlexible and adaptable teammateAbility to respond to shifting priorities while maintaining progress of regularly scheduled workThe Value You Deliver
Support the headcount/P&L governance process for the organizationOwnership of key performance metric reporting, analytics, and insightsProviding analyses and strategic recommendations to management and business partnersSynthesizing data, analyses, and conclusions into presentation format for senior managementFinding opportunities to streamline work processes to make the team more efficient and effectiveProactive partnership and communication with business and Finance partnersUsing tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the businessWork with the business to understand investment opportunities and provide cost benefit analyses to support decision making
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