Financial Analyst

Job Description:

FA Cash Solutions Job Description

The Role

This Financial Analyst (FA) role is a member the Fidelity Wealth (FW) Cash Solutions Finance Team and will be responsible for delivering impactful and insightful financial analysis to measure and evaluate the financial performance of the business. This role is highly analytical and requires an individual who can multi-task in a fast-paced and highly complex organization.  The ability to partner and collaborate with the FW Cash Solutions organization, FW central finance, senior leaders, accounting, and other finance organizations is a necessity. The role is responsible for analyzing headcount / expense trends and assists with the forecast and budgeting process.  This position plays a lead role in month-end financial activities.

The Expertise and Skills You Bring

• A bachelor's degree in Finance, Economics, or equivalent
• 2 years of professional experience in Finance with a successful track record in financial modeling and analysis
• Strong analytical capabilities and ability to apply these skills

• 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
• Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Anaplan, Power BI, and Think Cell. Experience in Technology Business Management (TBM) a plus. and an introductory knowledge of Snowflake
• Excellent written and verbal communications skills, including the ability to communicate effectively with Finance, Bank, and business partners at varying levels of the organization

• A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity
• Keen ability to envision the "big picture" while maintaining close attention to detail
• Solid analytical and problem-solving skills, working independently to perform most analyses
• Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy
• Strong interpersonal skills
• Ability to take initiative and seek creative solutions that challenge conventional approaches
• Confidence with demonstrated success communicating with impact to others across the organization
• Flexible and adaptable teammate
• Ability to respond to shifting ad  hoc projects while maintaining progress of regularly scheduled work

The Value You Deliver

• Support FW Cash Solutions headcount/expense management & analysis
• Prepare monthly accrual entries
• Ownership of key performance metric reporting, analytics, and insights
• Providing analyses and strategic recommendations to management and business partners
• Synthesizing data, analyses, and conclusions into presentation format for senior management
• Finding opportunities to streamline work processes to make the team more efficient and effective
• Proactive partnership and communication with business and Finance partners
• Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business
• Preparing Purchase Orders with Rate and Volume Analyses
• Analyze TBM Data, assist with Quarterly Technology Review Forecasting

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.