Job Description:
Senior Financial Analyst, Workplace Investing Finance Decision Support and Analytics Team
The Role
This Senior Financial Analyst role is a member of the Workplace Investing Finance Decision Support and Analytics Team, a Center of Excellence (CoE) delivering impactful and insightful financial analysis to our business partners. The primary objective of the role will be to support a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization. You will be responsible for conducting consultative analytics and creating executive level recommendations for key strategic priorities across all WI/HCG groups. Projects will range from short term ad-hoc deliverables to long term projects that could span 3+ months. In a highly matrixed organization, you will partner closely with WI Finance leadership and other CoEs, including Line Finance, Pricing, and Costing teams.
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- Driving high impact / high visibility financial analytics and deliverables across WI/HCG
- Leading analyses and supporting strategic recommendations to management and business partners
- Synthesizing data, analyses, and conclusions into presentation form for senior management
- Thinking and working across not only WI, but enterprise-wide to ensure consistency in analysis approach, standards for data and definitions, and proactive support of time critical projects
- Finding opportunities to streamline work processes and simplify models 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
- Working with the business to understand investment opportunities and provide cost benefit analyses to support decision making
The Expertise and Skills You Bring
- A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree preferred
- 4+ years of professional experience in Finance with a successful track record in financial modeling and analysis
- Financial services experience; experience in benefits outsourcing (WI) a plus
- Proficient in MS Excel and MS PowerPoint with experience in data visualization tools such as PowerBI
- Outstanding critical thinking, problem solving, and analytical skills
- Excellent written and verbal communications skills, including the ability to 'tell the story' and communicate effectively with Finance and business partners at varying levels of the organization
- Comfort with accessing, pulling, and synthesizing datasets from multiple sources with little supervision
- Experience with Alteryx software and sourcing data from Snowflake a plus
- Ability to take initiative and seek creative solutions that challenge conventional approach
- Ability to gain subject matter expertise in a short time period and apply institutional knowledge to develop quality analytics
- Proven ability, flexibility, and resourcefulness to manage several priorities in a deadline driven environment, having comfort with ambiguity
- Ability to work seamlessly in a highly matrixed environment, displaying the judgment to know when to involve other COEs
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Workplace Investing (WI) is an industry leader in providing retirement, investment, and benefit solutions. This is a critical finance role that will help drive key strategic priorities for WI and drive new business to generate value and grow market share for the firm.
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.