Job Description:
The Financial Analyst role is a member of the Enterprise Technology Finance Performance Management COE team, delivering impactful and insightful financial analysis to our business partners in Technology and across Fidelity. A vital component of performance management is the development of important metrics that demonstrate progress against goals. As part of the Performance Management COE team, this role will contribute to supporting the Chief Information Officers' (CIOs) critical metrics that are centrally handled. The associate will own and manage a portfolio of key performance indicators (KPIs) and be responsible for gathering results, conducting analysis and reporting by applying analytical skills and relationship management skills to collect and report on this information. The position provides an opportunity to learn, grow and build your career with Fidelity Finance.
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The Expertise and Skills You Bring
- Bachelor's degree in Finance or related area of study
- 2+ years of professional experience in Finance with a successful track record in financial analysis and strong desire and willingness to learn new skills
- Strong interpersonal skills, including the ability to analyze complex issues, synthesize key points and effectively communicate findings
- Ability to establish strong working relationships
- Successfully collaborate with business partners and work effectively as part of a team
- Strong analytical capabilities and ability to apply these skills
- 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 PowerBI and PowerApps a plus.
- Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization
- Intermediate analytical, problem-solving skills and financial modeling skills
- Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy
- Ability to take initiative and seek creative solutions that challenge conventional approaches
- Intellectual curiosity
- Confidence and ability to influence others across the organization
- Ability to respond to shifting priorities while maintaining progress of regularly scheduled work
The Value You Deliver
- Ownership of key performance metrics insights, analytics and reporting
- Insightful analysis and timely delivery of KPIs and metrics that provide visibility to senior leaders to help drive conversations and decisions
- 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, technology and Finance partners
- Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business
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. 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 all business days of every other week in a Fidelity office.
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.