Financial Analyst

The Financial Analyst is a key contributor to the Devonshire Investor’s finance team. The position includes interaction with Devonshire Investors (DI) business units and operating companies, as well as functional groups including accounting, treasury, tax, legal and investments. This role is highly analytical and requires an individual who can multi-task in a highly sophisticated organization.

A motivated and proactive self-starter is essential for this role. The role requires capacity to manage and prioritize numerous detailed processes within timelines. Strong analytical and well-rounded problem-solving skills are vital, as well as the ability to convey ideas clearly to employees at all levels. Intellectual curiosity and the skills for posing meaningful questions in different contexts are greatly appreciated.

• Bachelor’s degree required; Finance, Accounting or Economics preferred

• 2 to 4 years of experience, preferably in a finance or related role

• A keen passion for technology, visualization platforms, and business intelligence software is meaningful.

• Excellent verbal and written communication with high level of comfort with data management

• Being capable of understanding the full extent of the financial statements is strongly recommended.

• Familiarity with financial and presentation applications such as Excel, PowerPoint, Word, Anaplan, or business intelligence solutions like Business Objects or Oracle Business Intelligence is needed.

• Compiling monthly and quarterly analysis and reporting presentations to senior executives and Board, which include important figures, business performance and investment returns.

• Collaborating effectively with Treasury function to evaluate current and future funding needs, including ad hoc scenario analysis (capital planning, FOREX planning, etc.).

• Understanding key drivers/metrics for revenue growth, profitability, cost structure and value creation across DI as well as for specific investments and operating companies.

• Developing the DI annual business plan, including preparing cash flow forecasts and budgets and related presentations to DI executive management.

• Working alongside IT in maintaining DI’s financial reporting platform (Anaplan/PowerBI).

• Evaluating and improving financial reporting processes and analyses to meet changing business and portfolio needs and goals.

Note: Fidelity is not providing immigration sponsorship for this position

Devonshire Investors is a private investment firm affiliated with FMR LLC, the parent company of Fidelity Investments. Devonshire manages investments on behalf of FMR and its shareholders in businesses outside of the financial services industry.

The Devonshire Finance team provides insightful financial analysis for the multi-billion-dollar portfolio, guiding effective decision-making. We collaborate closely with various partners and are dedicated to building positive relationships and continuously advancing our financial reporting methods to meet evolving business needs. Join us in our ongoing dedication to excellence and innovation!

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please 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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.