Fidelity Investments
Financial Analyst
Fidelity Investments, Boston, MA
Job Description:
Financial Analyst, Brokerage Central Finance
The Role
This Financial Analyst (FA) role is a member of the Central Finance team supporting the Fidelity Brokerage organization and will be responsible for delivering strategic insights and analysis to measure and evaluate the financial performance of the business. In addition, this role is highly analytical and requires an individual who can multi-task in a fast-paced and highly complex organization. The ability to partner with business partners, Brokerage Finance senior leaders, line finance partners, accounting, and other finance organizations is a necessity. 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 analytic 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.
Financial Analyst, Brokerage Central Finance
The Role
This Financial Analyst (FA) role is a member of the Central Finance team supporting the Fidelity Brokerage organization and will be responsible for delivering strategic insights and analysis to measure and evaluate the financial performance of the business. In addition, this role is highly analytical and requires an individual who can multi-task in a fast-paced and highly complex organization. The ability to partner with business partners, Brokerage Finance senior leaders, line finance partners, accounting, and other finance organizations is a necessity. 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 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
- 2+ years of professional experience in Finance with a successful track record in financial modeling and analysis
- 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, Anaplan
- Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization
- A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity
- Keen ability to envision the "big picture" while maintaining close attention to detail
- Ability to take initiative and seek creative solutions that challenge conventional approaches
- Confidence with demonstrated success communicating with impact to others across the organization
The Value You Deliver
- 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
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.