Senior Financial Analyst - Boston, United States - Soteriare

Description

Are you interested in supporting financial analysis for the Asset Management Tech (AMT) 2,000 person, $400M portfolio across 9 different business domains in three different countries? Asset Management has been adding products and services over the last three years like never before which requires new or expanded technology capability to enable scale and efficiency while ensuring risk mitigation across the entire organization.

We are looking for a Senior Financial Analyst that has proven problem-solving skills, a desire to learn, can bring energy to the team and has a curious approach to understand AMT's business, initiatives, and analyses.

The person in this position will have financial analysis experience including working with large data sets, creating and presenting data visualization for their team and business partners, modeling, reporting, and executive communication.

The Senior Analyst will work within a collaborative team of Analyst and Director level peers and will be able to lead projects, mentor junior analysts, and work with other finance teams both in Asset Management and within other Fidelity businesses, all while maintaining a high level of quality.

Experience with technology finance, Cloud Service Providers, or FinOps is highly desirable.

This role will allow you to build relationships, demonstrate your skills to senior management, and provides a tremendous opportunity to further your career with Fidelity Investments Finance.

The Asset Management Finance Team collaborates with a variety of partners including senior management, central finance, and the strategy team to drive finance initiatives and results across Asset Management and Fidelity.

As a member of the Finance team, you will also have multiple opportunities to lead and/or contribute to critical short- and long-term Asset Management wide finance initiatives.

This position will report to the Director of Finance for Asset Management for technology and shared services within the broader Asset Management and Funds Operations finance team.

The Value You Deliver

Provide Finance and FinOps support for all AM Tech Business Domains.
Generate monthly results and analyses including TBM and GL views of Expense and Headcount.

Own the cloud service provider reporting & forecasting process for AM Tech and Shared Services domains including software budgets, forecasts, and quarterly technology portfolio planning using Anaplan software.

Partner directly and develop positive relationships with Strategy Enablement team through insightful planning, analysis, and reporting of labor and non-labor spend as well as capacity planning and efficiency reviews.

Lead and support analytical review for technology initiative spend in support of AM businesses/products as well as for end-to-end Tech processes as it relates to efficiency of core and common Tech processes.

Mentor team members to help them develop core finance skills.
The Expertise and Skills You Bring

Bachelor's Degree in Finance, Accounting, or Economics combined with a minimum of 5+ years' work experience in a finance capacity.

Excellent knowledge of financial model design and visualization (using tools such as Advanced Microsoft Excel, Power BI, Tableau, PowerPoint, Anaplan and Think-Cell) and proven track record for the build, evaluation, improvement and maintenance of moderate to sophisticated models.

Demonstrated financial statement analysis and skills to identify/resolve detailed financial issues while understanding larger business context.
Verify, correlate, compare, and coordinate data to facilitate analysis and forecasting. Improve collection methods and processes.
Experience in financial services industry is highly desired.
Knowledge of agile operating concepts including Scrum is valuable.
Ability to prioritize tasks to consistently meet business partner expectations.
Confidence and ability to influence others across the organization.
Excellent verbal and written communication skills.
Strong interpersonal skills.
Support multiple projects across all focus areas through data gathering, modeling, analysis and execution.
Assess issues and present analyses with recommendations to enable decision-making by senior management.
Provide executive communication directly to senior AMT management.
High degree of comfort with data, database queries, and financials.
Displays strong desire and willingness to learn new skills and level up existing skills.
Exceptional analytical and problem-solving skills.

Certifications:

Category:
Finance


Job Description:
The Role

Are you interested in supporting financial analysis for the Asset Management Tech (AMT) 2,000 person, $400M portfolio across 9 different business domains in three different countries? Asset Management has been adding products and services over the last three years like never before which requires new or expanded technology capability to enable scale and efficiency while ensuring risk mitigation across the entire organization.

We are looking for a Senior Financial Analyst that has proven problem-solving skills, a desire to learn, can bring energy to the team and has a curious approach to understand AMT's business, initiatives, and analyses.

The person in this position will have financial analysis experience including working with large data sets, creating and presenting data visualization for their team and business partners, modeling, reporting, and executive communication.

The Senior Analyst will work within a collaborative team of Analyst and Director level peers and will be able to lead projects, mentor junior analysts, and work with other finance teams both in Asset Management and within other Fidelity businesses, all while maintaining a high level of quality.

Experience with technology finance, Cloud Service Providers, or FinOps is highly desirable.

This role will allow you to build relationships, demonstrate your skills to senior management, and provides a tremendous opportunity to further your career with Fidelity Investments Finance.

The Asset Management Finance Team collaborates with a variety of partners including senior management, central finance, and the strategy team to drive finance initiatives and results across Asset Management and Fidelity.

As a member of the Finance team, you will also have multiple opportunities to lead and/or contribute to critical short- and long-term Asset Management wide finance initiatives.

This position will report to the Director of Finance for Asset Management for technology and shared services within the broader Asset Management and Funds Operations finance team.

The Value You Deliver

Provide Finance and FinOps support for all AM Tech Business Domains.
Generate monthly results and analyses including TBM and GL views of Expense and Headcount.

Own the cloud service provider reporting & forecasting process for AM Tech and Shared Services domains including software budgets, forecasts, and quarterly technology portfolio planning using Anaplan software.

Partner directly and develop positive relationships with Strategy Enablement team through insightful planning, analysis, and reporting of labor and non-labor spend as well as capacity planning and efficiency reviews.

Lead and support analytical review for technology initiative spend in support of AM businesses/products as well as for end-to-end Tech processes as it relates to efficiency of core and common Tech processes.

Mentor team members to help them develop core finance skills.
The Expertise and Skills You Bring

Bachelor's Degree in Finance, Accounting, or Economics combined with a minimum of 5+ years' work experience in a finance capacity.

Excellent knowledge of financial model design and visualization (using tools such as Advanced Microsoft Excel, Power BI, Tableau, PowerPoint, Anaplan and Think-Cell) and proven track record for the build, evaluation, improvement and maintenance of moderate to sophisticated models.

Demonstrated financial statement analysis and skills to identify/resolve detailed financial issues while understanding larger business context.
Verify, correlate, compare, and coordinate data to facilitate analysis and forecasting. Improve collection methods and processes.
Experience in financial services industry is highly desired.
Knowledge of agile operating concepts including Scrum is valuable.
Ability to prioritize tasks to consistently meet business partner expectations.
Confidence and ability to influence others across the organization.
Excellent verbal and written communication skills.
Strong interpersonal skills.
Support multiple projects across all focus areas through data gathering, modeling, analysis and execution.
Assess issues and present analyses with recommendations to enable decision-making by senior management.
Provide executive communication directly to senior AMT management.
High degree of comfort with data, database queries, and financials.
Displays strong desire and willingness to learn new skills and level up existing skills.
Exceptional analytical and problem-solving skills.

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).

At Fidelity, we are passionate about 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, visit
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

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