Job Description:

As an Associate Financial Analyst in Fidelity Investments you are a critical part of a team responsible for the delivery of accurate, high quality financial information to team members, managers, and business partners. You are responsible for producing standard financial reports and other documents and analysis that support the overall Finance function in achieving our strategic and business goals.

The Expertise You Have

Bachelor's Degree in Finance, Accounting, Economics, or equivalent training

Interest and/or experience with financial modeling

Strong proficiency with Excel (V-lookups, pivot tables)

Thorough understanding of financial principles and systems

Self-starter and great teammate who works collaboratively to achieve the team’s overall goals and objectives

Strong communication and interpersonal skills along with an ability to influence others across the company and build relationships

Ability to innovate and understand the importance of operational improvement and time management

The Value You Deliver

Preparation of reporting for numerous Fidelity business partners, including analysis and support

Perform month-end reporting across multiple product lines and businesses for drivers and metrics such as sales activity, transaction detail, conversions / de-conversions and future dedications.

Preparing daily, weekly and month-end operational reports evaluating and analyzing variances to previous periods, budget and forecast

Working proactively and reciprocally with finance partners to analyze opportunities to migrate reporting to a self-service platform. You will be partnering with businesses to ensure the information provided through reporting tools, presentations and other communications provides the targeted answers to the pertinent questions/initiatives

Ensuring accurate controls, documentation and reviews are in place to alleviate risks

Assist with ad-hoc analysis, reports and presentation materials in support of senior management

The Value You Deliver

Create and deliver reporting and analytical packages that effectively articulates the financial story

Proactive partnership and communication with multiple business and Finance partners

Evaluate and improve standard financial reports and improvement of other processes

Develop a strong understanding of financial results and key performance indicators and apply that knowledge to any variance analyses

Leverage new tools and business knowledge to continuously provide insightful information that evolves with the change of the business

Remains current on the latest best practices of Finance and FP&A and shares those learnings with the function

OUR COMMITMENT TO YOU 

Student loan assistance and tuition reimbursement for eligible employees 

18+ days of paid time off (based on years of service) plus 8 paid Federal holidays 

Opportunities to volunteer and give to your local community during work hours 

Workplace wellness initiatives, weekly meditation calls, and company subsidized balanced meal options at onsite cafeterias 

Company Overview

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.

Join Us

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(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, 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(opens in a new tab).” 

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.