Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
This position sits within Center of Enterprise Technology Analytics team supporting Enterprise Technology (ET) business units. The Senior Financial Analyst role consists of providing exceptional finance support and advice on expense management. The role is responsible for analyzing and interpreting spend, support the forecast and budgeting process, and deliver financial reviews to our business partners. The ideal candidate would partner with, and become an extended member of, the Decision Support team in support of the technology business. This could provide a future opportunity into a Decision Support role dependent on how well the associate can integrate and build their domain knowledge.
The Expertise and Skills You Bring
Bachelor degree in Business, Accounting, Finance, or Economics with 5 plus years of related work experience. MBA preferred.
Applicants must have exceptional analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are a must.
Your business maturity and presence to effectively interact with senior management.
Your excellent communication and interpersonal skills with confidence and ability to influence others across the company and build relationships.
Your ability to envision the 'big picture' while maintaining close attention to detail.
Your solid understanding of financial principles and practical experience in applying this knowledge to business situations.
Your synthesis of analysis and research into strategic insights and practical recommendations.
Ability to create financial models, conduct scenario analysis, and understand and assess options
Your ability to manage deliverables independently and with a high degree of efficiency.
Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis, and financial models.
Developing financial analysis and reporting of business unit 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 developing practical recommendations, including scenario analysis.
Evaluating and improving IT financial management processes to meet changing business needs and efficiency goals.
Coaching and developing junior level analysts.
The Team
As a finance function, our mission is to drive outstanding business performance and maximize the long-term value of the Firm. The Center of Enterprise Technology Analytics team provides oversight of IT expenses and provides management with informed, insightful, action-oriented financial analysis to guide effective decision-making.
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.
Certifications:
Category:
FinancePlease 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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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Applicant screening
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.