Job Description:

The Role

The Associate Data Analyst works as part of the Tax Shared Services team to support Operations Service Group (OSG) Tax. You will be responsible for researching, designing, analyzing, and delivering reporting solutions. This position will translate business needs into data requests to create insights. The Analyst will perform data analysis and develop dashboards for various functions across tax operations. The Analyst will contribute to the team’s objective by developing data visualizations and business reporting to support operational efficiency and scalability.

The Expertise & Skills You Bring

• A Bachelor's in Computer Science or Information Systems highly preferred
• Ability to write SQL queries to extract data from relational databases (e.g. Snowflake).
• Experience in designing and developing dashboards and reports using Power BI and Microsoft Excel.
• Ability to work closely with various business functions, document business requirements, create test cases, and prepare reports, user guides, and other supporting materials.
• Excellent written and oral communication skills with strong presentation presence.
• Proficient project management skills, including an ability to prioritize and meet goals.
• Identify opportunities to address gaps, risks, and inefficiencies in processes.
• Demonstrate a high proficiency for accuracy and attention to detail.
• Motivated with a strong desire to learn and continuously encourages ideas to improve how work is completed.

The Team

The Associate Data Analyst will be a member of the Tax Shared Services team, a dedicated group focused on providing meaningful data insights and automation across OSG Tax. The OSG Tax department satisfies regulatory responsibilities and delivers an excellent client experience for tracking cost basis, federal and state withholding, retirement and nonretirement tax forms, IRS and state tax filing, and distribution reclassification. This team operates in a complex and challenging environment, making the Analyst’s contributions integral to the team and department’s success. This is a team that you want to join!

The base salary range for this position is $47,000-$74,000 per year.

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.

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 every other week (all business days, M-F) in a Fidelity office.

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