Financial Analyst

Job Description:

The Role

The Financial Analyst position is within the Fidelity Wealth Central Finance team delivering impactful and insightful financial analysis to our business and finance partners. Key responsibilities will include supporting the Next Generation Allocation View (NGAV) efforts, including several key dependencies across the Retail organization economics, and analyzing drivers of profitability. This position will be responsible for keeping the platform and methodologies up to date and relevant for the business. A secondary objective of this role would be in developing subject matter expertise and understanding of key expense and revenue drivers from a Retail customer (household and customer account) point of view and develop effective and efficient data extraction and analysis capabilities to answer sophisticated business questions around this topic.

The Expertise and Skills You Bring

• Bachelor’s degree in finance, Accounting, Economics, or equivalent training
• 2 years of FP&A or finance systems, data & reporting experience. Experience in activity-based costing methodologies a plus.
• Strong communication and interpersonal skills along with ability to influence others and form relationships across all levels of the organization, as well as conceptual thinking and problem-solving capabilities.
• Knowledge of financial reporting tools (e.g., PowerBI, Tableau), creative use of financial and presentation tools (Excel, PowerPoint) and experience in building new reports.
• Ability to work effectively in cross-BU teams and build positive relationship skills; Highly motivated, energetic, and hardworking.
• Intellectual curiosity and courage to ask the right questions in a variety of settings; Willingness to learn dimensions, attributes, and hierarchies and how they relate to financial reporting.
• Strong analytical skills combined with close attention to detail and quality to ensure superior output and analyses; Expertise in working with large data sets and querying skills strongly preferred. Passionate about applying data to drive decision making.
• Good planning, prioritization, and time management skills including ability to run multiple parallel streams of work and business partners. Ability to implement and deliver results in a fast-paced environment.

The Value You Deliver

• Validate and maintain Fidelity Wealth and Fidelity Brokerage profitability allocations, serving as key contact for production cycles
• Build and maintain financial allocations to reflect evolving business models
• Proactive partnership and communication with multiple business and Finance partners
• Evaluate and improve reporting and data consolidation processes
• Develop a strong understanding of Fidelity Wealth/Fidelity Brokerage’s financial results and profitability model to apply that knowledge to variance analyses
• Learn, implement, and apply new tools and business knowledge to continuously elevate coworkers, evolving with the change of the business
• Remain current on the latest developments in Finance and FP&A and share skills and knowledge with the function

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.

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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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, or by calling 800-835-5099, prompt 2, option 3.