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, planning 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, ThinkCell), business intelligence tools (PowerBI), and experience in Anaplan

• A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity

• Strong organizational skills and working with detailed processes and data

• Outstanding problem-solver with the proactive ability to "figure it out" through curiosity and consistent determination

• Excellent written and verbal communications skills, including crafting presentations to communicate financial information to influence decision making

• Strong communication and interpersonal skills along with the ability to influence others and build relationships

• Ability to respond to shifting priorities while maintaining progress of regularly scheduled work

The Value You Deliver

• Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis and financial 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:

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.