Financial Analyst

Job Description: Financial Analyst 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&A or finance systems, data & 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. 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. Note: Fidelity is not providing immigration sponsorship for this position Certifications: Category: Finance 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. 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 participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy