Job Description:

Associate Financial Analyst

This position sits within Center of Enterprise Technology Analytics team primarily supporting Fidelity Technology Business Units (BUs). This role is highly analytical and requires an individual who can multi-task in a fast-paced and highly complex organization while working in a team-oriented environment. The Associate Financial Analyst’s responsibilities include, but are not limited to, producing financial reports, producing, and reviewing monthly activity-based financials, reviewing cost allocation, and providing other documents and analysis that support the overall Finance function in achieving its strategic and business goals.

The Expertise You Have

• Bachelor's degree required

• 1+ years of experience, preferably in an analyst role

• Excellent verbal, written communication, and presentation skills

• Excel skills required

• Applicants must have outstanding analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are a must.

The Skills You Bring

• Intellectually curious, self-starter who takes initiative, learns quickly and is comfortable managing opposing priorities and multiple deadlines in a fast-paced environment

• Reliability, flexibility, and goal-oriented member of the team who is motivated for both individual and team success

• Thorough understanding of financial concepts, methodologies, and accounting principles and how they affect business decisions

• Maintains and prepares automated, standard, and ad hoc reports; pulls data systematically, aggregates, analyzes and tailors presentation of data to intended audience

• Demonstrates understanding of process flow and makes recommendations for improvement

• Excellent written and verbal interpersonal skills including ability to communicate effectively with Finance and business partners at varying levels of the organization

• Ability to take initiative and seek creative solutions that challenge conventional approach

• Strong experience with various software applications (Excel, PowerPoint, Power BI)

The Value You Deliver

• Supports the creation of detailed financial plans for functional expense and headcount.

• Dedicated partnerships and communication with business and finance partners

• Uses tools and business knowledge to provide insightful information, reporting and analytics.

• Provides timely and thorough response to ad hoc financial requests.

• Preparing BU revenue and expense reporting, month-end close processing as well as variance analysis.

Please see below for the salary range for work locations in Colorado only:

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

Please see below for the salary range for work locations in California only:

Please see below for the salary range for work locations in Washington only:

Certifications:

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.

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, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.