Job Description
Job Description:
Associate Financial Analyst
Job Description
This position sits within the Center of Enterprise Technology Analytics team primarily supporting Fidelity Technology Business Units (BUs). This role is highly analytical and requires an individual who can multi-task in a fast-paced and complex organization while working in a team-oriented environment. The Associate Financial Analyst's responsibilities include, but are not limited to, producing financial reports, producing, and reviewing monthly activity-based financials, reviewing cost allocation, and providing other documents and analysis that support the overall Finance function in achieving its strategic and business goals.
The Expertise You Have
Bachelor's degree required
1+ years of experience, preferably in an analyst role
Excellent verbal, written communication, and presentation skills
Excel skills required
Applicants must have outstanding analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are a must.
The Skills You Bring
Intellectually curious, self-starter who takes initiative, learns quickly and is comfortable managing opposing priorities and multiple deadlines in a fast-paced environment
Reliability, flexibility, and goal-oriented member of the team who is motivated for both individual and team success
Thorough understanding of financial concepts, methodologies, and accounting principles and how they affect business decisions
Maintains and prepares automated, standard, and ad hoc reports; pulls data systematically, aggregates, analyzes and tailors presentation of data to intended audience
Demonstrates understanding of process flow and makes recommendations for improvement
Excellent written and verbal interpersonal skills including ability to communicate effectively with Finance and business partners at varying levels of the organization
Ability to take initiative and seek creative solutions that challenge conventional approach
Strong experience with various software applications (Excel, PowerPoint, Power BI)
The Value You Deliver
Supports the creation of detailed financial plans for functional expense and headcount.
Dedicated partnerships and communication with business and finance partners
Uses tools and business knowledge to provide insightful information, reporting and analytics.
Provides timely and thorough response to ad hoc financial requests.
Preparing BU revenue and expense reporting, month-end close processing as well as variance analysis.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Center of Enterprise Technology Analytics team provides operational and financial support to Fidelity's Enterprise Technology organization. As a finance function, our mission is to drive outstanding business performance and maximize the long-term value of the firm.
Certifications:
Category:
FinanceFidelity'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.
Job Description:
Associate Financial Analyst
Job Description
This position sits within the Center of Enterprise Technology Analytics team primarily supporting Fidelity Technology Business Units (BUs). This role is highly analytical and requires an individual who can multi-task in a fast-paced and complex organization while working in a team-oriented environment. The Associate Financial Analyst's responsibilities include, but are not limited to, producing financial reports, producing, and reviewing monthly activity-based financials, reviewing cost allocation, and providing other documents and analysis that support the overall Finance function in achieving its strategic and business goals.
The Expertise You Have
Bachelor's degree required
1+ years of experience, preferably in an analyst role
Excellent verbal, written communication, and presentation skills
Excel skills required
Applicants must have outstanding analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are a must.
The Skills You Bring
Intellectually curious, self-starter who takes initiative, learns quickly and is comfortable managing opposing priorities and multiple deadlines in a fast-paced environment
Reliability, flexibility, and goal-oriented member of the team who is motivated for both individual and team success
Thorough understanding of financial concepts, methodologies, and accounting principles and how they affect business decisions
Maintains and prepares automated, standard, and ad hoc reports; pulls data systematically, aggregates, analyzes and tailors presentation of data to intended audience
Demonstrates understanding of process flow and makes recommendations for improvement
Excellent written and verbal interpersonal skills including ability to communicate effectively with Finance and business partners at varying levels of the organization
Ability to take initiative and seek creative solutions that challenge conventional approach
Strong experience with various software applications (Excel, PowerPoint, Power BI)
The Value You Deliver
Supports the creation of detailed financial plans for functional expense and headcount.
Dedicated partnerships and communication with business and finance partners
Uses tools and business knowledge to provide insightful information, reporting and analytics.
Provides timely and thorough response to ad hoc financial requests.
Preparing BU revenue and expense reporting, month-end close processing as well as variance analysis.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Center of Enterprise Technology Analytics team provides operational and financial support to Fidelity's Enterprise Technology organization. As a finance function, our mission is to drive outstanding business performance and maximize the long-term value of the firm.
Certifications:
Category:
FinanceFidelity'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.
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.
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