Associate Financial Analyst
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 and Skills You Bring
Bachelor's degree required1+ years of experience, preferably in an analyst roleExcellent verbal, written communication, and presentation skillsExcel skills requiredApplicants 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.Intellectually curious, self-starter who takes initiative, learns quickly and is comfortable managing opposing priorities and multiple deadlines in a fast-paced environmentReliability, flexibility, and goal-oriented member of the team who is motivated for both individual and team successThorough understanding of financial concepts, methodologies, and accounting principles and how they affect business decisionsMaintains and prepares automated, standard, and ad hoc reports; pulls data systematically, aggregates, analyzes and tailors presentation of data to intended audienceDemonstrates understanding of process flow and makes recommendations for improvementExcellent written and verbal interpersonal skills including ability to communicate effectively with Finance and business partners at varying levels of the organizationAbility to take initiative and seek creative solutions that challenge conventional approachStrong 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 partnersUses 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.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:Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
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 all business days of every other week in a Fidelity office.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.