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Fidelity Investments

Senior Financial Analyst

Reposted Yesterday
In-Office
5 Locations
80K-153K Annually
Senior level
In-Office
5 Locations
80K-153K Annually
Senior level
The Senior Financial Analyst will provide analytical support, manage quarterly scorecard processes, and partner with teams on financial planning and decision making.
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Job Description:

The Role

The Senior Financial Analyst role is a member of the WI/FH Central Finance Team delivering impactful and insightful analysis to our business partners. You will be responsible for running our quarterly scorecard process, playing an active role in partnering with our Strategy & Planning team to deliver insightful and meaningful analysis, and bringing a leadership mindset and critical thinking to the development of our routines and analytics. The analyses and insights delivered are critical components to drive business planning and ongoing decision making.

The Expertise and Skills you Bring

  • A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus

  • 5+ years of professional experience in Finance, Strategy or project management

  • Financial services experience; experience in benefits outsourcing (WI/FH) a plus

  • Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization

  • Intellectual curiosity and desire to understand and interpret information

  • Outstanding analytical and problem solving skills

  • Ability to working independently and drive a process to completion

  • Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy

  • Strong interpersonal skills

  • Ability to take initiative and seek creative solutions that challenge conventional approaches

  • Confidence to ask questions, provide guidance and interact with all associates and leaders WI / FH

  • Proficiency presentation tools (MS Excel, MS PowerPoint) and business intelligence tools (PowerBI)

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The Workplace Investing Central Finance Team collaborates with a variety of stakeholders including senior management, line finance and the strategy & planning team to drive finance initiatives and deliverables across WI. The candidate will develop expertise in financial planning, executive support, management reporting, and drivers of growth. As a member of Central Finance, the candidate will also have multiple opportunities to lead or contribute to critical short- and long-term finance initiatives being managed by the team.

The base salary range for this position is $80,000-153,000 USD per year.  

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.

Certifications:

Category:Finance

Top Skills

Excel
Ms Powerpoint
Power BI
HQ

Fidelity Investments Boston, Massachusetts, USA Office

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

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