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    Senior Financial Analyst - Smithfield, United States - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Smithfield, United States

    3 weeks ago

    Fidelity Investments background
    Description
    Job Description:

    The Role

    The Senior Financial Analyst (SFA) role is a member of the Technology Finance Team, delivering impactful and insightful financial analysis to our business partners. The primary objective of the role 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. You will be responsible for a number of key dependencies in supporting the organization including Headcount and P&L governance, KPI/Scorecards and reporting and insights along with supporting the Technology team.

    The Expertise We're Looking For
    • A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus
    • 5+ years of professional experience in Finance with a successful track record in financial modeling and analysis; 3+ years of experience with advanced degree
    • Financial services experience or experience in Retail Investing a plus
    • Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Hyperion Essbase, Anaplan, SQL
    The Skills You Bring
    • 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 managing large quantities of detailed information with high levels of accuracy
    • Strong interpersonal skills
    • Ability to take initiative and seek creative solutions that challenge conventional approaches
    • Confidence and ability to influence others across the organization
    • Flexible and adaptable teammate
    • Ability to respond to shifting priorities while maintaining progress of regularly scheduled work
    The Value You Deliver
    • Drive the headcount/P&L governance process for a matrixed organization
    • Ownership of key performance metric reporting, analytics, and insights
    • Providing analyses and strategic recommendations to management and business partners
    • Synthesizing data, analyses, and conclusions into presentation format for senior management
    • Proactive partnership and communication with business and Finance partners
    • Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business
    • Work with the business to understand investment opportunities and provide cost benefit analyses to support decision making
    • Reviewing junior level analysts work for their assigned BU.
    • Coaching and develop junior level analysts
    At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change.

    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).
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