Associate Financial Analyst

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.

Job Description

The Associate Financial Analyst will be a key contributor in the Finance Enterprise Reporting Center of Excellence/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 and Skills You Bring

• Bachelor’s degree required; Finance, Accounting, Economics, Data Analytics, or Computer Science preferred
• 1 year work experience
• 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 optimally as part of a team
• Strong curiosity about technology, visualization tools and business intelligence software
• 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 accurate 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:

Category:

Finance

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).