Job Description
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:
FinanceMost 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.
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:
FinanceMost 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.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
Related Jobs
Bonneville Environmental Foundation (BEF)
Business for Water Stewardship CoordinatorBonneville Environmental Foundation (BEF) is an entrepreneurial nonprofit working on environmental solutions at the intersection of renewable energy and fresh
Euroimmun US, Inc.
Associate Director of Sales Duties: Lead team to achieve annual regional reagents & consumables and equipment sales quotas. Develop, implement and manage tactical sales plans to achieve regional sal...
Revvity
*This position is a Monday -Thursday shift: 12:00pm-10:30pmMT*Job SummaryRevvity has a rewarding and exciting opportunity for an Associate Scientist for our Synthetic Manufacturing laboratory. The A...
Bonneville Environmental Foundation (BEF)
Business for Water Stewardship CoordinatorBonneville Environmental Foundation (BEF) is an entrepreneurial nonprofit working on environmental solutions at the intersection of renewable energy and fresh
Euroimmun US, Inc.
Associate Director of Sales Duties: Lead team to achieve annual regional reagents & consumables and equipment sales quotas. Develop, implement and manage tactical sales plans to achieve regional sal...
Revvity
*This position is a Monday -Thursday shift: 12:00pm-10:30pmMT*Job SummaryRevvity has a rewarding and exciting opportunity for an Associate Scientist for our Synthetic Manufacturing laboratory. The A...
Bonneville Environmental Foundation (BEF)
Business for Water Stewardship CoordinatorBonneville Environmental Foundation (BEF) is an entrepreneurial nonprofit working on environmental solutions at the intersection of renewable energy and fresh
Euroimmun US, Inc.
Associate Director of Sales Duties: Lead team to achieve annual regional reagents & consumables and equipment sales quotas. Develop, implement and manage tactical sales plans to achieve regional sal...
Revvity
*This position is a Monday -Thursday shift: 12:00pm-10:30pmMT*Job SummaryRevvity has a rewarding and exciting opportunity for an Associate Scientist for our Synthetic Manufacturing laboratory. The A...
Bonneville Environmental Foundation (BEF)
Business for Water Stewardship CoordinatorBonneville Environmental Foundation (BEF) is an entrepreneurial nonprofit working on environmental solutions at the intersection of renewable energy and fresh
Euroimmun US, Inc.
Associate Director of Sales Duties: Lead team to achieve annual regional reagents & consumables and equipment sales quotas. Develop, implement and manage tactical sales plans to achieve regional sal...
Revvity
*This position is a Monday -Thursday shift: 12:00pm-10:30pmMT*Job SummaryRevvity has a rewarding and exciting opportunity for an Associate Scientist for our Synthetic Manufacturing laboratory. The A...
Bonneville Environmental Foundation (BEF)
Business for Water Stewardship CoordinatorBonneville Environmental Foundation (BEF) is an entrepreneurial nonprofit working on environmental solutions at the intersection of renewable energy and fresh
Euroimmun US, Inc.
Associate Director of Sales Duties: Lead team to achieve annual regional reagents & consumables and equipment sales quotas. Develop, implement and manage tactical sales plans to achieve regional sal...
Revvity
*This position is a Monday -Thursday shift: 12:00pm-10:30pmMT*Job SummaryRevvity has a rewarding and exciting opportunity for an Associate Scientist for our Synthetic Manufacturing laboratory. The A...
Fidelity Investments would like you to finish the application on their website.
