Job Description:

The Senior Financial Analyst is a member of the Fund and Brokerage Operations and Technology (FBOT) Central Finance group; a team responsible for delivering impactful and insightful analysis, collaborating with our business partners and leading critical projects that deliver value. The primary objective for this role will be to assist the team in successfully delivering results and high-quality financial analysis to various leaders.

You will gain exposure to and be responsible for working across all the Business Units to consolidate results within FBOT:

IWMS – Institutional Wealth Management Services, including:CRG - Client Relationship GroupGTM&S – IWMS Go-To-Market & StrategyCE - Client Experience GroupIWMS P&T - IWMS Platform & TechnologyOSG – Operations and Services GroupCBPT – Core Brokerage Platform & TechnologyFFIO – Fidelity Fund and Investment OperationsFFIOT – Fidelity Fund and Investment Operations Technology

The analyses and insights delivered are critical to drive business planning and ongoing decision support. The role will focus on FP&A, providing support for FBOT:

Monthly financial & headcount reportingQuarterly business reviews (business and finance)Annual reviews (e.g., vendor spend analysis)Planning process including multi-year plan (MYP), budget, and forecastsCoordination and reporting for contracts, purchase orders, SOWsAnnual enterprise outbound print PAR process support & submissionDelivering on corporate asks for FBOT by communicating & partnering with the BUsFBOT Admin line supportFinancial modelingAd hoc requests & strategic projects for FBOT

The Expertise and Skills you Bring

A bachelor’s degree in Finance, Accounting, or equivalent; MBA or advanced degree is a plus4+ years of professional experience in Finance with a successful track recordProficiency in financial modeling, presentation, and data visualization tools (MS excel, MS PowerPoint, PowerBI)Knowledge of enterprise-wide tools a plus (Anaplan, MDC, WFDL)Excellent written and verbal communication skills, including the ability to 'tell the story' and communicate effectively with Finance and Business Partners at varying levels of the organizationIntellectual curiosity combined with analytical and problem-solving skillsStrong attention to detail and ability to manage & consolidate details from our broad range of businesses within FBOT to deliver both FBOT level & BU level insightsAbility to take initiative and seek creative solutions that challenge conventional approachesAbility to respond to shifting priorities & ad hoc requests while maintaining progress of regularly scheduled deliverables

Note: Fidelity is not providing immigration sponsorship for this position

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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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.