Description

Job Description:

Job Title: Senior Financial Analyst

The Role

The Senior Financial Analyst (SFA) role is a member of the Fidelity Wealth team. The role will provide decision support to senior leaders of the Operations & Services Group (OSG) organization. The primary objective of the role will be to provide a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization. They will lead all aspects of the reporting and planning processes for their organizations, prepare business reviews for strategic initiatives, and provide executive scorecard support.

This position provides an excellent opportunity to develop a broad and deep understanding of Fidelity's OSG organization in support of the broader Fidelity enterprise, while delivering analyses to help drive decision making and improved business results for OSG.

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 with a successful track record in providing senior level support, financial modeling and analysis; 3+ years of experience with advanced degree
• Proficiency modeling data and preparing presentations using Excel and PowerPoint. Experience with Power BI, Anaplan, Tableau and WFDL 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
• Outstanding analytical and problem-solving skills, working independently to perform most analyses
• Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy
• Builds and maintains effective business partner relationships
• Takes initiative and seeks creative solutions that challenge conventional approaches
• Displays confidence and ability to influence others across the organization
• Responds quickly to shifting priorities while maintaining progress of regularly scheduled work

Note: Fidelity is not providing immigration sponsorship for this position

The Team

OSG Finance is a key group under the Fidelity Wealth organization who handle over $400M annual expense and is behind every transaction that happens at Fidelity. We provide financial support to central finance, the OSG senior leadership team and our finance partners across the firm. We are focused on P&L forecasting, workforce capacity planning, strategic support for the COO and his team, financial reporting, and ad hoc analysis. In supporting these critical parts of the business, the team has broad exposure to and influence on business decisions and processes.

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. This does not apply to roles listed as Remote or Onsite

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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

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