Fidelity Investments
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Senior Financial Analyst
role at
Fidelity Investments .
Role Overview As a key member of the Corporate Services Finance team, the Senior Financial Analyst supports the Risk, Vendor Management, Global Security, and Finance business units. This dynamic and challenging role requires the ability to multi‑task in a fast‑paced, sophisticated, and ever‑evolving environment. You will provide financial support and strategic advice to business partners, analyze and interpret spend across the P&L, build capacity plans and models for business areas with volume growth and new products, deliver activity‑based costing frameworks and reporting, and lead the annual forecasting and budgeting processes. You will also create and maintain unit cost metrics and key performance indicators (KPIs), drive month‑end close activities and variance commentary, make recommendations on invoice accruals, and deliver recurring financial reviews to leadership.
Key Responsibilities
Provide financial support and strategic advice to business partners.
Analyze and interpret spend across the P&L.
Build capacity plans and modeling for business areas with volume growth and new products.
Deliver activity‑based costing frameworks and reporting.
Lead the annual forecasting and budgeting processes.
Create and maintain unit cost metrics and KPIs.
Drive month‑end close activities and variance commentary.
Recommend invoice accruals and deliver recurring financial reviews to leadership.
Qualifications & Experience
Bachelor’s degree in Business, Accounting, Finance, or Economics.
2–4 years of relevant work experience in financial analysis or a related field.
Strong analytical, conceptual thinking, and problem‑solving capabilities.
Excellent interpersonal and communication skills, with the ability to influence across all levels of the organization.
Proficiency in Excel and PowerPoint; experience with Power BI and Anaplan is highly encouraged.
Advanced analytical and data modeling skills.
Ability to synthesize complex issues and communicate findings clearly and concisely.
Quick learner with the ability to thrive under pressure in a fast‑paced environment.
Confidence and maturity to work independently and cross‑functionally.
Flexibility and resourcefulness to manage multiple priorities in a deadline‑driven setting.
Comfort with ambiguity and a proactive approach to problem‑solving.
Additional Information Our mission is to drive exceptional business performance and enhance the long‑term value of the firm. The Corporate Services Finance team oversees over $1.3 billion in expenses, delivering insightful, action‑oriented financial analysis to support effective decision‑making. At Fidelity, we embrace dynamic working, a hybrid approach that balances personal flexibility with business needs.
Note:
Fidelity is not providing immigration sponsorship for this position.
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Senior Financial Analyst
role at
Fidelity Investments .
Role Overview As a key member of the Corporate Services Finance team, the Senior Financial Analyst supports the Risk, Vendor Management, Global Security, and Finance business units. This dynamic and challenging role requires the ability to multi‑task in a fast‑paced, sophisticated, and ever‑evolving environment. You will provide financial support and strategic advice to business partners, analyze and interpret spend across the P&L, build capacity plans and models for business areas with volume growth and new products, deliver activity‑based costing frameworks and reporting, and lead the annual forecasting and budgeting processes. You will also create and maintain unit cost metrics and key performance indicators (KPIs), drive month‑end close activities and variance commentary, make recommendations on invoice accruals, and deliver recurring financial reviews to leadership.
Key Responsibilities
Provide financial support and strategic advice to business partners.
Analyze and interpret spend across the P&L.
Build capacity plans and modeling for business areas with volume growth and new products.
Deliver activity‑based costing frameworks and reporting.
Lead the annual forecasting and budgeting processes.
Create and maintain unit cost metrics and KPIs.
Drive month‑end close activities and variance commentary.
Recommend invoice accruals and deliver recurring financial reviews to leadership.
Qualifications & Experience
Bachelor’s degree in Business, Accounting, Finance, or Economics.
2–4 years of relevant work experience in financial analysis or a related field.
Strong analytical, conceptual thinking, and problem‑solving capabilities.
Excellent interpersonal and communication skills, with the ability to influence across all levels of the organization.
Proficiency in Excel and PowerPoint; experience with Power BI and Anaplan is highly encouraged.
Advanced analytical and data modeling skills.
Ability to synthesize complex issues and communicate findings clearly and concisely.
Quick learner with the ability to thrive under pressure in a fast‑paced environment.
Confidence and maturity to work independently and cross‑functionally.
Flexibility and resourcefulness to manage multiple priorities in a deadline‑driven setting.
Comfort with ambiguity and a proactive approach to problem‑solving.
Additional Information Our mission is to drive exceptional business performance and enhance the long‑term value of the firm. The Corporate Services Finance team oversees over $1.3 billion in expenses, delivering insightful, action‑oriented financial analysis to support effective decision‑making. At Fidelity, we embrace dynamic working, a hybrid approach that balances personal flexibility with business needs.
Note:
Fidelity is not providing immigration sponsorship for this position.
#J-18808-Ljbffr