Job Description:

The Role

• Assisting in the preparation and presentation of the monthly P&L and financial package and other reporting required by the annuity/insurance product division and broader Wealth organization
• Working with finance colleagues and business partners to develop periodic forecasts, the annual budget and multi-year financial plan
• Preparing monthly journal entries and accruals
• Working with business partners to ensure effective expense oversight/business investment
• Identifying, researching, and reporting on trends impacting business performance

The Expertise and Skills You Bring

• Bachelor's degree required (preferably in Finance, Economics or Accounting)
• Proficiency in Excel and PowerPoint required, basic skill level with Power BI desirable
• Strong analytical and problem-solving skills with the ability to envision the "big picture" while maintaining close attention to detail
• Strong interpersonal skills, including the ability to analyze complex issues, synthesize key points and effectively communicate findings
• Successfully collaborate with business partners and work effectively as part of a team
• Flexible and work well in a fast paced, dynamic environment with shifting priorities

The Team

You will work as part of a team that supports the Fidelity Investments Life Insurance (FILI) business, which is the annuity/insurance business unit within Fidelity’s Wealth organization. FILI’s annuity and insurance products enable our customers to save for retirement and generate guaranteed lifetime income during retirement. The primary responsibilities of the team include decision support through the preparation and presentation of monthly business reviews to senior management, forecasting and budgeting, and providing ongoing finance support to FILI and the broader Wealth organization. The results of this analysis are used to help make actionable product and pricing decisions.

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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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.