Senior Financial Analyst
Job Description:
The Role
The Senior Financial Analyst role provides an exciting opportunity to grasp the financial services industry. The analyst will use latest tools and technology to deliver insightful analytics to the senior team to aid decision-making. This role also provides a unique opportunity to have a meaningful impact on the finance function through innovative thinking and providing recommendations on improvements of internal tools and finance processes. You will partner closely with business units to lead the annual planning process, ensuring clear guidelines and well-defined workflows. You will also contribute to high-impact executive presentations, bringing creativity and depth to financial storytelling.
The Expertise and Skills You Bring:
As a Senior Financial Analyst, you will have a significant role in supporting important decisions by delivering insightful, accurate, and timely analysis to the senior leadership team. You will be recognized as a subject matter expert in key financial tools and systems, serving as a go-to resource for troubleshooting, operational improvements, and training. You will be encouraged to consistently deliver ad hoc analysis demonstrating business insights and analytical capabilities and will also have the opportunity to work on cross enterprise initiatives.
- A bachelor's degree in finance or accounting or equivalent experience
- 5-6 years of financial reporting, planning & analysis experience
- Solid understanding of Microsoft Office Applications (Excel/PowerPoint) and business intelligence tools (PowerBI)
- A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity
- Keen ability to envision the "big picture" while maintaining close attention to detail
- Skilled in coordinating activities and navigating complex data in unpredictable scenarios
- Strong problem-solver with the proactive ability to "figure it out" through curiosity and consistent determination
- Consistent track record to simultaneously identify, prioritize, address issues, and quickly respond to shifts in priorities
- Proven success communicating with impact and clarity, both in your written and verbal delivery, including follow-up
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The Team:
We are part of the Corporate Finance organization, a group committed to delivering high-quality financial insights and strategic support to our senior leaders. Our team collaborates extensively with finance teams across the firm and is key in driving cross enterprise finance initiatives. We pride ourselves on our dedication to creativity, ability to decompose complex concepts for the senior team and run streamlined planning processes for the firm. Our work is highly impactful, supporting senior leaders and ensuring they have meaningful, accurate and timely information at their disposal. We value a culture of learning, mobility, and inclusion, and we believe our greatest asset is our people.
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
Certifications:
Category:
Finance
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.
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.
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- HSA
- HSA With Employer Contribution
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- Virtual Fitness Classes
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Casual Dress
- Snacks
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
Financial and Retirement
- 401(K)
- 401(K) With Company Matching
- Company Equity
- Performance Bonus
- Relocation Assistance
- Financial Counseling
- Profit Sharing
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Lunch and Learns
- Internship Program
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
Diversity and Inclusion
Company Videos
Hear directly from employees about what it is like to work at Fidelity Investments.