Senior Financial Analyst

Job Description:

Job Title: Senior Financial Analyst

The Role
As a Senior Financial Analyst, you will help progress BPM's analytical capabilities by supporting execution of key initiatives. You will work to contribute to the team's analytical depth and begin to deploy new insights on BPM's data products as our environment grows and evolves. You will help bring the new data to life by creating meaningful views that can help drive dialogue, strategy, and decision-making.

You will build conduct exploratory analysis, build dashboards / prototypes, and use data to test hypotheses for key enterprise questions. You will also innovate new enterprise-level views using various data analysis or visualization tools, with a focus on speed to market and delivering value. You will also work closely with our technology partners and Reporting COE to turn those prototypes into more hardened solutions. You will do this by having a creative and collaborative mentality, possessing the ability to link business strategy to available data, and work in a way that will resonate across teams and with business partners.

The Expertise and Skills You Bring

• Bachelor's degree in Business, Accounting, Finance, or Economics
• 3-5 years of relevant work experience in financial analysis or a related field
• Strong analytical, conceptual thinking, and problem-solving capabilities
• Excellent interpersonal and communication skills, with the ability to influence across levels of the organization
• Proficiency in Excel and PowerPoint; experience with Tableau, Power BI or other analytics tools. SQL experience preferred
• Ability to synthesize complex issues and communicate findings clearly and concisely
• Confidence and maturity to work independently and cross-functionally
• Comfort with managing multiple analytical priorities at once

Note: Fidelity is not providing immigration sponsorship for this position

The Team

This Senior Financial Analyst is a member of the Business Performance Measurement (BPM) team, whose mission is to deliver actionable insights and analysis across the enterprise. Our team builds and supports a high quality data environment, in close collaboration with Technology, to support this vision and empower a data-driven culture. We use this environment to drive innovation, strategic growth and advise in corporate decision making. We continually improve our data ecosystem to enable fast and effective analytics. In this role, you will help advance the analytics mandate to utilize the team's curated data to create insightful views into the business at the enterprise level.

Certifications:

Category:

Finance
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.

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.

Client-provided location(s): North Smithfield, RI, Merrimack, NH, Westlake, TX

Job ID: Fidelity-2121220

Employment Type: OTHER

Posted: 2025-12-10T18:48:59