Fidelity Investments
Senior Financial Analyst, Finance
Fidelity Investments, Boston, MA
Job Description:
Senior Financial Analyst, Brokerage Central Finance
The Role
The Senior Financial Analyst (SFA) role is a member of the Central Finance team and will be responsible for delivering strategic insights and analysis with a focus on decision support, executive reporting and playing key roles in Brokerage strategic initiatives. In addition, this role will be instrumental in supporting the organization regarding evaluating the financial performance of the business through KPI/Scorecards and associated reporting. 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 analytical attitude, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity.
The Expertise and Skills You Bring
The Value You Deliver
Certifications:
Category:
Finance
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 every other week (all business days, M-F) in a Fidelity office.
Senior Financial Analyst, Brokerage Central Finance
The Role
The Senior Financial Analyst (SFA) role is a member of the Central Finance team and will be responsible for delivering strategic insights and analysis with a focus on decision support, executive reporting and playing key roles in Brokerage strategic initiatives. In addition, this role will be instrumental in supporting the organization regarding evaluating the financial performance of the business through KPI/Scorecards and associated reporting. 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 analytical 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.
- Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Anaplan
- Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization
- 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
- Ability to respond to shifting priorities while maintaining progress of regularly scheduled work
- Confidence and ability to influence others across the organization
The Value You Deliver
- Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis, and financial models
- Contributing to cross Fidelity initiatives and Brokerage priorities including the Brokerage scale agenda, unit costs views and measurement
- Drive Finance Modernization efforts including enhanced costing and profitability models
- Developing financial analysis and reporting of BU revenues and expenses including periodic reporting and analysis as well as month-end close processing and variance analysis, forecasting, budgeting, and related business commentary
- Supporting ongoing and ad-hoc analysis and develop recommendations, including scenario analysis.
- Reviewing junior level analysts work for their assigned BU
- Coaching and develop junior level analysts
Certifications:
Category:
Finance
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 every other week (all business days, M-F) in a Fidelity office.