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Fidelity Investments

Process Automation Analyst

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Job Description:

As a Process Automation Analyst within the Accounting Central Team your role is crucial in driving transformational changes in Corporate Accounting. You will collaborate cross-functionally to deliver innovative, cost-effective solutions that align with our modernization goals. This involves working closely with Accounting partners to analyze their processes, identify process improvement and automation opportunities then work with our Technology partners to implement those solutions.

Primary Responsibilities:

  • Collaborate with end users to gather requirements; design and deploy solutions

  • Ensure solutions are implemented on-time while meeting business requirements

  • Serve as a liaison between business users and technical resources

  • Assist in the configuration, support & maintenance of SharePoint libraries, lists, and workflows

  • Seek out low-code solutions to deliver cost-effective results

  • Monitor and assess new features released in our existing tools that can be leveraged to drive efficiencies

  • Monitor industry best-practices and trends that can be leveraged to improve processes

The Expertise and Skills You Bring

  • Bachelor’s degree in Accounting or Finance, Information Technology, or other related discipline  

  • 4-5 years experience in Information Technology, Accounting, or Finance

  • Strong experience with Microsoft Power Platform and SharePoint preferred

  • Knowledge of HTML, JavaScript, or other web technologies for customizing SharePoint sites, a plus

  • Proven ability to develop Canvas/Model Driven Apps, a plus

  • Proven analytical, critical thinking and problem-solving skills

  • Proven ability to collaborate with business partners to develop outstanding solutions

  • Proven time management and organizational skills—able to balance multiple competing priorities 

  • Ability to find opportunities to innovate and take thoughtful risks to get the work done better and faster 

  • Experience in process analysis, documentation, and redesign to support automation initiatives

  • Ability to become quickly proficient in existing systems architecture

  • Ability to adapt quickly to changing technology

Note: Fidelity is not providing immigration sponsorship for this position

Certifications:

Category:Accounting

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.

HQ

Fidelity Investments Boston, Massachusetts, USA Office

245 Summer St, Boston, MA, United States, 02210

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