Financial Analyst, Operations & Services Group presso Fmr

Job Description:

Job Title: Financial Analyst, Operations & Services Group

The Role

This Financial Analyst (FA) role on the Operations & Services Group (OSG) Finance Team will lead all aspects of monthly reporting and planning, FP&A support, and act as the central liaison delivering insightful financial analysis for FBOT Central, Accounting and our business partners.  Their primary objective will be to provide a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization

This role will focus on responsibilities for the month end close process including the P&L statement, accruals, billing, scorecards, and monthly financial packages. They will build and maintain dashboards, participate in the budget planning process, provide analysis and deep dives, and prepare impactful and insightful financial presentations to share with our leadership teams.

The Expertise and Skills You Bring

• A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus
• 2+ years of professional experience in Finance with experience providing senior level support and advanced financial modeling and analysis
• Proficiency modeling data and preparing presentations using Excel and PowerPoint. Experience with Think-Cell, Power BI, Anaplan, and data modeling tools 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 handling large quantities of detailed information with high levels of accuracy
• Builds and maintains business partner relationships
• Takes initiative and seeks creative solutions that challenge conventional approaches
• Displays confidence and ability to influence others across the organization
• Responds quickly to shifting priorities while maintaining progress of regularly scheduled work

Note: Fidelity is not providing immigration sponsorship for this position

The Team

OSG Finance is a key group under the Funds, Brokerage, Operations and Technology (FBOT) organization who handle over $400M annual expense and is behind every transaction that happens at Fidelity. We provide financial support to central finance, the OSG senior leadership team and our finance partners across the firm. We are focused on P&L forecasting, workforce capacity planning, strategic support for the COO, financial reporting, and ad hoc analysis. In supporting these critical parts of the business, the team has broad exposure to and influence on business decisions and processes.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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.

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.

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