• Participate in the development & maintenance of financial data analytics with a focus on process improvement and reporting automation to help facilitate business insights
• Partner across the business to determine current capacity needs and scope future capacity needs from new products and channels
• Participate in the annual budget process, including meeting with functional leads, determining budget needs, and packaging details for senior leaders
• Partner across the business to determine annual KPI's and facilitate scorecard reporting

The Expertise and Skills You Bring

• A Bachelor's degree in Finance, Accounting, Economics, or equivalent
• 5+ years of financial planning, accounting, or program management experience
• Demonstrated track record of successfully delivering monthly analytics and reporting
• Experience in budgeting and planning, client level P&L and cost analysis a plus
• Intellectual curiosity and familiarity with digital assets, including Bitcoin and Ethereum
• Excellent written and verbal communications skills, including the ability to communicate effectively with business partners at varying levels of the organization.
• Strong collaboration skills and demonstrated ability to work effectively with business partners to deliver outcomes.

The Value You Deliver

• Timely and successful delivery of monthly deliverables + ad hoc requests
• Ability to lead decision-making, issue resolution, managing risks, and building consensus among the team members and dependent teams.
• Ability to be a flexible and adaptable teammate.

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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.