Description

Job Description:

The Role:

The Associate Data Analyst works as part of the Tax Shared Services team to support Operations Service Group (OSG) Tax. You will be responsible for researching, designing, analyzing, and delivering reporting solutions. This role will translate business needs into data requests to create insights. This role includes data analysis and dashboard development for various functions across tax operations.

The Expertise & Skills You Bring

• Ability to write SQL queries to extract data from relational databases (e.g. Snowflake).
• Experience in designing and developing dashboards & reports using Power BI, Qlik, Tableau, and Microsoft Excel.
• Ability to work closely with various business functions, documenting business requirements, creating test cases, and preparing reports, user guides, or other supporting materials.
• Excellent written and oral communication skills with strong presentation presence.
• Proficient project management skills, including an ability to prioritize and meet goals.
• Identified opportunities to address gaps, risks, and inefficiencies in processes.
• Demonstrate a high proficiency for accuracy/attention to detail.
• Motivated, strong desire to learn and continuously encourages ideas to improve how we get our work done.
• A Bachelor's degree, preferably in Computer Science or Information Systems but not required.

The Team:

The Associate Data Analyst will be a member of the Tax Shared Services team, a dedicated group focused on providing meaningful data insights and automation across OSG Tax. The Analyst will contribute to the team's objective by development of data visualizations and business reporting to support operational efficiency and scalability. The OSG Tax department satisfies regulatory responsibilities and delivers an excellent client experience for tracking cost basis, federal and state withholding, retirement and non-retirement tax forms, IRS and state tax filing, and distribution reclassification. This team operates in a complex, challenging and regulatory environment making this role
The base salary range for this position is $48,000-91,000 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:

Business Analysis

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