Senior Financial Analyst at Fidelity Investments

Smithfield, Rhode Island, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

NoVisa

Financial ServicesIndustries

Requirements

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

Responsibilities

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
Lead the annual forecasting and budgeting processes
Create and maintain unit cost metrics and key performance indicators (KPIs)
Drive month-end close activities and variance commentary
Make recommendations on invoice accruals
Deliver recurring financial reviews to leadership
Support the Risk, Vendor Management, Global Security, and Finance business units

Skills

Excel

PowerPoint

Power BI

Anaplan

financial modeling

budgeting

forecasting

activity based costing

KPIs

data analysis

variance analysis

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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