Analyst - Financial Management chez Fidelity Investments

Job Description:

The Role:

We are looking for a hardworking individual to join our group as an Analyst of Financial Management & Controls group leading all aspects of billing operations. The ideal candidate will be responsible, diligent, and skilled at collaborating successfully while balancing multiple priorities. In addition, the candidate will collaborate closely with the product, finance, accounting, and operations teams to advise on and develop interactive data visualization dashboards that will redefine our reporting processes moving forward.
 

• Supporting the development of new or revised financial management policies and procedures and detailing existing ones

• Analyzing client and supplier contracts and implementing accurate set up of billing rules

• Ensuring accurate and timely processing of all invoices and payment

• Researching and resolving sophisticated billing issues applying analytical and reporting tools

• Collaborating with cross functional peers and providing outstanding service to them

• Adhering to internal controls and working with internal audit to test

• Identifying and bringing up issues, which could have significant impact on payables and receivables

• Participating in future project opportunities

• Supporting team for testing related to the financial management platform improvements.

The Expertise and Skills You Bring:

• Bachelor's degree or equivalent experience and 2-5 years of financial services industry experience
• A positive and proactive demeanor
• Readiness to engage in teamwork efforts across various groups to achieve the objectives
• Outstanding communication and strong interpersonal skills
• Ability to prioritize multiple projects and tasks simultaneously within a tight timeframe
• Strong analytical skills
• Critical thinking skills to understand outstanding process exceptions
• High level of attention to details and organization skills
• Advance knowledge of Microsoft office/Excel, with a proficiency in database management, PIVOT and VLOOKUP’s and PowerBI

The Team:

The newly approved team will be seamlessly integrated into the dynamic Business Intelligence division, comprised of exceptionally skilled product platform managers within the FCM Trading and Operations group of Capital Markets. This team is poised to play a pivotal role in fostering collaboration and delivering support across both internal and external business sectors at Fidelity Institutional (FI) and Fidelity Management Research (FMR). Our core internal customers within the FCM framework encompass a diverse array of segments, including Prime Services, Securities Finance, Fixed Income, Equities, Forex, Equity Origination, and Fidelity Agency Lending. The FCM Financial Management team stands at the forefront of generating and managing all client and product revenue and expense attribution, ensuring unparalleled financial insights.  As the product landscape continues to evolve, our team leverages the power of our Oracle data platform, FCMOne, to drive effective data analytics and develop key performance metrics. This strategic capability empowers us to make insightful, data-driven decisions that propel our business forward." Let me know your thoughts.

Note: Fidelity will not provide immigration sponsorship for this position.

Certifications:

Category:

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.