Financial Analyst WI/HCG Central Data Strategy & Costing Finance Team

You will be responsible for developing, rationalizing, improving, and delivering both statistical and profitability data reporting and analytical solutions for the WI / HCG finance community and our business partners. You will also partner with corporate finance to provide data and analytical support for the full suite of finance modernization initiatives. The analyses and insights delivered through our data strategy and costing work are critical components to drive business planning and ongoing decision making.

The Expertise and Skills We're Looking For

• A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus
• 2+ years of professional experience in Finance with a successful track record in financial modeling and analysis; 1+ years of experience with advanced degree
• Financial services experience; experience in benefits outsourcing (WI/HCG) a plus
• Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in business intelligence tools (Tableau, PowerBI, Business Objects, Anaplan, etc.), exposure to data ETL tools (like Alteryx and KNIME) 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
• Strong interpersonal skills
• Ability to take initiative and seek creative solutions that challenge conventional approaches
• Confidence and ability to influence others across the organization
• Flexible and adaptable team player
• Ability to respond to shifting priorities while maintaining progress of regularly scheduled work
• Lead analyst for costing and profitability analysis to support production views, deep dive analysis and build and test of next generation profitability models.
• Play a lead role in the rollout and testing of additional next generation allocated views content.
• Driving high impact / high visibility data strategy projects and deliverables across WI/HCG
• Utilizing automated and centralized reporting solutions to provide analyses and strategic recommendations to management and business partners
• Synthesizing data, analyses, and conclusions into presentation format for senior management
• Finding opportunities to streamline work processes to make the team more efficient and effective
• Proactive partnership and communication with business and Finance partners
• Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business

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.