What are the responsibilities and job description for the Senior Financial Analyst position at Fidelity Investments?
Job Description :
Senior Financial Analyst
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, lead the forecast and budgeting process, and deliver financial reviews to our Decision Support and technology business partners. The ideal candidate would partner with, and become and extended member of, the Decision Support team in support of the 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 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.
The Value You Deliver
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 develop 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 for over $1 billion of IT expenses and provides management with informed, insightful, action-oriented financial analysis to guide effective decision-making.
Note : Fidelity is not providing immigration sponsorship for this position
Certifications : Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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, detailed in this document, 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.
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.
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