Financial Analyst

Job Description:

Please note: We are unable to consider visa sponsorship for this role.

The Role

The Financial Analyst position is within the Fidelity Wealth Central Finance team delivering impactful and insightful financial analysis to our business and finance partners. Key responsibilities will include supporting the Next Generation Allocation View (NGAV) efforts, including several key dependencies across the Retail organization economics, and analyzing drivers of profitability. This position will be responsible for keeping the platform and methodologies up to date and relevant for the business. A secondary objective of this role would be in developing subject matter expertise and understanding of key expense and revenue drivers from a Retail customer (household and customer account) point of view and develop effective and efficient data extraction and analysis capabilities to answer sophisticated business questions around this topic.

The Expertise and Skills You Bring

• Bachelor’s degree in finance, Accounting, Economics, or equivalent training with at least 2 years of FP and A or finance systems, data and reporting experience. Experience in activity-based costing methodologies a plus.
• Strong communication and interpersonal skills along with ability to influence others and form relationships across all levels of the organization, as well as conceptual thinking and problem-solving capabilities.
• Knowledge of financial reporting tools (e.g., PowerBI, Tableau), creative use of financial and presentation tools (Excel, PowerPoint) and experience in building new reports.
• Ability to work effectively in cross-BU teams and build positive relationship skills; Highly motivated, energetic, and hardworking.
• Intellectual curiosity and courage to ask the right questions in a variety of settings; Willingness to learn dimensions, attributes, and hierarchies and how they relate to financial reporting.
• Strong analytical skills combined with close attention to detail and quality to ensure superior output and analyses; Expertise in working with large data sets and querying skills strongly preferred. Passionate about applying data to drive decision making.
• Good planning, prioritization, and time management skills including ability to run multiple parallel streams of work and business partners. Ability to implement and deliver results in a fast-paced environment.

The Value You Deliver

• Validate and maintain Fidelity Wealth and Fidelity Brokerage profitability allocations, serving as key contact for production cycles.
• Build and maintain financial allocations to reflect evolving business models.
• Proactive partnership and communication with multiple business and Finance partners
• Evaluate and improve reporting and data consolidation processes.
• Develop a strong understanding of Fidelity Wealth/Fidelity Brokerage’s financial results and profitability model to apply that knowledge to variance analyses.
• Learn, implement, and apply new tools and business knowledge to continuously elevate coworkers, evolving with the change of the business.
• Remain current on the latest developments in Finance and FP and A and share skills and knowledge with the function.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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