Senior Financial Analyst, Regulatory Reporting

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

The Senior Financial Analyst will be responsible for coordinating the group with the Daily Reserve Computation under SEA Rule 15c3‑3 and the Monthly Net Capital Reporting under SEA Rule 15c3‑1. The role will also steer key daily responsibilities, including monitoring critical balance movements, performing reconciliations, and ensuring data completeness and accuracy across regulatory reporting workflows. The Senior Financial Analyst will work closely with internal teams to research and resolve exceptions, maintain process documentation, and contribute to ongoing enhancements that strengthen reporting controls and efficiency. FINRA Series 99 registration is preferred. Individuals not already licensed must successfully obtain the Series 99 license within six (6) months of their start date.

The Expertise and Skills You Bring

• Bachelor's degree in finance, Accounting, or related field required.
• Strategic thinker who can take an end-to-end view of an issue and develop multiple solutions
• Advanced proficiency with Microsoft Office applications, including Excel, PowerPoint, Word, and Access, as well as reporting tools such as Business Objects; demonstrated ability to develop financial models and support complex reporting and analytical processes.
• Excellent written and verbal communications skills, including the ability to communicate effectively with business partners at varying levels of the organization
• Demonstrated ability to work in a fast-paced, deadline driven organization with a desire to drive projects to completion
• Flexible, self-motivated individual that will bring energy, enthusiasm, and intellectual curiosity to the role
• Excellent problem-solving skills; prioritizing work, breaking down issues, taking an end-to-end view, and proposing alternative solutions.
• Ability to manage and prioritize multiple detailed processes in a time sensitive environment.