Job Description:

The Associate Financial Analyst will be a key contributor in the Finance Enterprise Reporting COE, delivering exceptional support services to Fidelity business partners.

The Team

The group is looking to hire an Associate Financial Analyst to support the self-service reporting initiative and regular reporting of Fidelity financial results (revenue, expense, assets & flows, KPIs, etc.). The individual will report to the Director of Finance within the COE team.

The Associate Financial Analyst will be a team player in the COE, providing an evolving suite of services encompassing value-added reporting and analytics through the use of innovative tools, processes and sites to drive continuous improvement in the financial decision making of the firm.

The Expertise You Have

Bachelor’s degree required; Finance, Accounting or Economics preferred
1 year of work experience within Fidelity is required
Strong attention to detail and ownership for managing detailed information with high levels of accuracy
Strong analytical capabilities and ability to apply these skills
Successfully collaborate with business partners and work effectively as part of a team
Strong interest in technology, visualization tools and business intelligence software

The Skills You Bring

Your thorough understanding of financial/accounting principles and systems
Ability to work independently with minimal supervision
Your basic knowledge of tools for performing analysis and presentations (Excel, PowerPoint, Power BI)
Your ability to tell a compelling story through various visual mediums
Your ability to manage and prioritize multiple detailed processes in a time sensitive environment
Your strong written and oral communication skills – can articulate clearly with all levels of employees
Your attention to detail
Your highly motivated and quality focused team player with strong analytical and research skills

The Value You Deliver

Preparation of reporting for numerous Fidelity business partners, including relevant variance analysis and supporting commentary
Preparing daily, weekly and month-end operational reports evaluating and analyzing variances to previous periods, budget and forecast
Working proactively and collaboratively with finance partners to analyze opportunities to migrate reporting to a self-service platform. You will be partnering with businesses to ensure the information provided through reporting tools, presentations and other communications provides the targeted answers to the pertinent questions/initiatives
Ensuring proper controls, documentation and reviews are in place to alleviate risks
Assisting with ad-hoc analysis, reports, and presentation materials in support of senior management

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.