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.
Want more jobs like this?
Get jobs delivered to your inbox every week.
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:
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.