Financial Analyst

Job Description: The Role The Financial Analyst role provides an exciting opportunity to develop a deep understanding of the Fidelity Brokerage businesses. As part of the Central Team, you will be responsible for delivering strategic insights and analysis to measure and evaluate the financial performance of the business. In addition, this role will be instrumental in the budgeting, planning, and forecasting process for Fidelity Brokerage along with supporting the organization regarding Headcount and P&L governance, reporting and insights. The candidate will contribute to the development of executive presentations which will be used across multiple forums and widely across the enterprise. This role will provide an opportunity to work across the company and partner with the finance teams across the firm. Success will require an analytic attitude, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity. The Expertise and Skills You Bring A bachelor’s degree in finance, accounting, business, or equivalent 2 years of professional experience in Finance with a successful track record in financial modeling, planning and analysis Financial services experience or experience in Retail Investing a plus Proficient in MS Excel Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint, ThinkCell), business intelligence tools (PowerBI), and experience in Anaplan highly desired, but not necessary. A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity Intellectual curiosity and ability to ask the right questions in a variety of settings Outstanding critical thinking, problem solving, and analytical skills. Excellent written and verbal communications skills Ability to respond to shifting priorities while maintaining progress of regularly scheduled work Ability to work as both an individual contributor and as part of a team environment Note: Fidelity is not providing immigration sponsorship for this position The Value You Deliver Participate and occasionally lead projects that will provide actionable insights to senior leaders Synthesize data to draw conclusions on business questions Identify opportunities for process improvement and new insights Develop financial analysis and reporting, as well as month-end close processing and variance analysis, forecasting, budgeting and related business commentary. Supporting ongoing and ad-hoc analysis and develop recommendations, including scenario analysis. 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