If you're looking for a career change or you're in search of talent...

Explore New Job Opportunities Here

Search 
jobs
Explore 
companies
My job alerts

Senior Analyst - Financial Management

Fidelity

Fidelity

Accounting & Finance, IT
Boston, MA, USA
USD 66k-125k / year
Posted on Dec 3, 2025
Apply now

Job Description:

    The Role:

    We are looking for a detail-oriented professional to join our Financial Management & Controls team as an Analyst. In this role, you will lead and support key aspects of FCM billing operations while ensuring accuracy and compliance. The ideal candidate brings strong financial acumen, project management skills, and the ability to prioritize effectively in a fast-paced environment. You will collaborate closely with product, finance, accounting, and operations teams to provide insights, streamline processes, and develop interactive data visualization dashboards that will transform our reporting capabilities.

    • Manage Billing Operations: Execute and monitor day-to-day billing processes to ensure accuracy, timeliness, and compliance.

    • Data Analysis & Reporting: Prepare and validate financial data for reporting; identify discrepancies and resolve issues promptly.

    • Dashboard Development: Build and maintain interactive data visualization dashboards to improve transparency and decision-making.

    • Cross-Functional Collaboration: Work closely with finance, accounting, product, and operations teams to support billing and reporting needs.

    • Process Optimization: Identify inefficiencies in current workflows and implement improvements to streamline operations.

    • Issue Resolution: Troubleshoot billing and data-related problems, ensuring quick and effective solutions.

    • Documentation & Controls: Maintain accurate documentation of processes and controls to support audits and compliance requirements.

    • Support Projects: Assist in financial and operational projects, ensuring deliverables are met within scope and timelines.

    The Expertise and Skills You Bring:

    • Bachelor’s degree in finance, accounting, business, or related field.

    • 3-4 years in financial operations, audit, or related roles.

    • Strong proficiency in Excel.

    • Experience with data visualization tools (Power BI, Tableau).

    • Project Management: Ability to manage multiple priorities and meet deadlines.

    • High attention to detail and accuracy.

    • Strong problem-solving and analytical skills.

    • Excellent communication and collaboration abilities.

    The Team:

    The newly approved team will be seamlessly integrated into the dynamic Business Intelligence division, comprised of exceptionally skilled product platform managers within the FCM Trading and Operations group of Capital Markets. This team is poised to play a pivotal role in fostering collaboration and delivering support across both internal and external business sectors at Fidelity Institutional (FI) and Fidelity Management Research (FMR). Our core internal customers within the FCM framework encompass a diverse array of segments, including Prime Services, Securities Finance, Fixed Income, Equities, Forex, Equity Origination, and Fidelity Agency Lending. The FCM Financial Management team stands at the forefront of generating and managing all client and product revenue and expense attribution, ensuring unparalleled financial insights. As the product landscape continues to evolve, our team leverages the power of our Oracle data platform, FCMOne, to drive effective data analytics and develop key performance metrics. This strategic capability empowers us to make insightful, data-driven decisions that propel our business forward." Let me know your thoughts.

    Note: Fidelity will not provide immigration sponsorship for this position.

    The base salary range for this position is $66,000-125,000 USD 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.

    Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

    Certifications:

    Category:

    Business Analysis

    Company overview

    At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

    If you would like to request an accommodation, please contact us at:

    accommodations@fmr.com

    Apply

    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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

    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, or by calling 800-835-5099, prompt 2, option 3.

    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 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.

    Benefits
    Learning & development
    Culture

    Benefits that adapt to everything life sends your way

    401(k) with company match

    Medical, dental, vision and prescription drug coverage

    16-week maternity leave & 12-week parental leave

    Student loan assistance

    Fidelity is invested in you

    Committed to Professional Development

    At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

    We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

    Continuing Education & Training

    • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
    • Video-based training for technology, leadership, management & more.
    • Ongoing skills development and coaching opportunities.
    • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
    • A range of talent development programs to support career mobility.

    Mentoring

    • Utilize the skills of experienced leaders to enrich your career.
    • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
    • An open atmosphere of knowledge sharing and collaboration.
    • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

    Our Commitment

    Discover opportunities to build a fulfilling career within a supportive culture that celebrates individuality. We empower our associates to pursue career paths that align with their unique goals and personalities.

    Giving back to our communities

    Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

    Fidelity Cares

    • Provides associates with opportunities to actively volunteer and share their talents.
    • Hosts numerous company-wide volunteer events (in-person and virtual).
    • Partners with nonprofit organizations to support our local communities.
    • More than 12,500 associates donate time annually – from interns to SVPs.
    • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

    Fidelity Charitable®

    • Created to make it easy for people to support charitable organizations they care about.
    • Helped deliver $14.9billion in donor-recommended grants to charity in 2024.
    • Supported more than 433,000 unique charities around the world.
    • Since its inception, more than $100 billion has been given to public charities.

    Similar Jobs

    Apply now
    See more open positions at Fidelity
    Privacy policyCookie policy