Job Description
Job Description:
The Role
The Financial Analyst role provides an exciting opportunity to develop a deep understanding of the Fidelity Brokerage businesses. As part of the Central Team, you will be responsible for delivering strategic insights and analysis to measure and evaluate the financial performance of the business. In addition, this role will be instrumental in the budgeting, planning, and forecasting process for Fidelity Brokerage along with supporting the organization regarding Headcount and P&L governance, reporting and insights. The candidate will contribute to the development of executive presentations which will be used across multiple forums and widely across the enterprise. This role will provide an opportunity to work across the company and partner with the finance teams across the firm. Success will require an analytic attitude, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity.
The Expertise and Skills You Bring
- A bachelor's degree in finance, accounting, business, or equivalent
- 2+ years of professional experience in Finance with a successful track record in financial modeling, planning and analysis
- Financial services experience or experience in Retail Investing a plus
- Proficient in MS Excel Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint, ThinkCell), business intelligence tools (PowerBI), and experience in Anaplan highly desired, but not necessary.
- A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity
- Intellectual curiosity and ability to ask the right questions in a variety of settings
- Outstanding critical thinking, problem solving, and analytical skills.
- Excellent written and verbal communications skills
- Ability to respond to shifting priorities while maintaining progress of regularly scheduled work
- Ability to work as both an individual contributor and as part of a team environment
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
- Participate and occasionally lead projects that will provide actionable insights to senior leaders
- Synthesize data to draw conclusions on business questions
- Identify opportunities for process improvement and new insights
- Develop financial analysis and reporting, as well as month-end close processing and variance analysis, forecasting, budgeting and related business commentary.
- Supporting ongoing and ad-hoc analysis and develop recommendations, including scenario analysis.
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:
The Role
The Financial Analyst role provides an exciting opportunity to develop a deep understanding of the Fidelity Brokerage businesses. As part of the Central Team, you will be responsible for delivering strategic insights and analysis to measure and evaluate the financial performance of the business. In addition, this role will be instrumental in the budgeting, planning, and forecasting process for Fidelity Brokerage along with supporting the organization regarding Headcount and P&L governance, reporting and insights. The candidate will contribute to the development of executive presentations which will be used across multiple forums and widely across the enterprise. This role will provide an opportunity to work across the company and partner with the finance teams across the firm. Success will require an analytic attitude, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity.
The Expertise and Skills You Bring
- A bachelor's degree in finance, accounting, business, or equivalent
- 2+ years of professional experience in Finance with a successful track record in financial modeling, planning and analysis
- Financial services experience or experience in Retail Investing a plus
- Proficient in MS Excel Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint, ThinkCell), business intelligence tools (PowerBI), and experience in Anaplan highly desired, but not necessary.
- A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity
- Intellectual curiosity and ability to ask the right questions in a variety of settings
- Outstanding critical thinking, problem solving, and analytical skills.
- Excellent written and verbal communications skills
- Ability to respond to shifting priorities while maintaining progress of regularly scheduled work
- Ability to work as both an individual contributor and as part of a team environment
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
- Participate and occasionally lead projects that will provide actionable insights to senior leaders
- Synthesize data to draw conclusions on business questions
- Identify opportunities for process improvement and new insights
- Develop financial analysis and reporting, as well as month-end close processing and variance analysis, forecasting, budgeting and related business commentary.
- Supporting ongoing and ad-hoc analysis and develop recommendations, including scenario analysis.
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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