Associate Financial Analyst

Job Description:

Position Title:            Associate Financial Analyst, WI Central Finance

Grade Level:              3

BU / Team:                 WI Data Strategy & Costing Finance Team

Job Description

The Associate Financial Analyst role is a member of the WI Data Strategy & Costing Finance Team, a Center of Excellence (CoE) delivering impactful and insightful financial reporting and analysis to our business partners. The primary objective of the role will be to provide a broad range of reporting solutions, analytics, process improvement, and strategic business partner support to drive improved outcomes and financial results to the broader organization. As an Associate Financial Analyst on the WI Data Strategy & Costing Finance Team, you will also design and implement new allocations and assignments as well as conduct essential data validation and quality review.

You will be responsible for developing, rationalizing, improving, and delivering both statistical and profitability data reporting and analytical solutions for the WI finance community and our business partners.  You will also partner with corporate finance to provide data and analytical support for the full suite of finance modernization initiatives.  The analyses and insights delivered through our data strategy and costing work are critical components to drive business planning and ongoing decision making.

The Expertise and Skills You Bring

• A bachelor's degree in Finance, Economics, or equivalent
• Professional experience in Finance with a successful track record in financial modeling and analysis a plus
• Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in business intelligence tools (Tableau, PowerBI, Business Objects, Anaplan, etc.), exposure to data ETL tools (like Alteryx and KNIME) a plus
• Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization.
• Intellectual curiosity
• Outstanding 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 and ability to influence others across the organization.
• Flexible and adaptable team player.
• Ability to respond to shifting priorities while maintaining progress of regularly scheduled work.

The Value You Deliver

• Focus on costing and profitability analysis to support production views, deep dive analysis and build and test of next generation profitability models.
• Play a lead role in the rollout and testing of additional next generation allocated views content.
• Driving high impact / high visibility data strategy projects and deliverables across WI/HCG
• Utilizing automated and centralized reporting solutions to provide 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

How Your Work Impacts the Organization

Workplace Investing (WI) is an industry leader in providing retirement, investment, and benefit solutions as well as deliver workplace benefits to institutional clients and their participants. This is a critical finance role that will help drive key strategic priorities for WI and drive new business to generate value and grow market share for the firm.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

For information about working at Fidelity, vis