Job Description:

This Financial Analyst III role is a member of the finance team that supports PI’s Wealth Management and Digital Advice business, delivering impactful and insightful financial analysis to business partners. The primary objective of the role will be to develop and support 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 supporting a Senior Director in consultative analytics and executive level recommendations for key strategic priorities across many of the Wealth Management and Digital Advice businesses including the teams responsible for Planning and Advice Services and Platforms, Cash Management, Lending, Fixed Income, Wealth Planning and Financial solutions. Projects will range from short term ad-hoc deliverables to long term projects that could span 3-6 months.  In addition, you will be supporting the business performance management, annual planning, and goal setting for these teams.  In this line finance role, you will partner closely with the product areas and squad leads across the organization.   

The Expertise We’re Looking For

Bachelor's degree in Finance or Accounting

2+ years of professional experience in Finance

Solid knowledge of financial tools (Excel, Essbase, PowerPoint, and Anaplan) and financial modeling.

Applicants must have outstanding analytical, communication, conceptual thinking

The Skills You Bring

Confidence, business maturity, and presence to interact with management.

Strong interpersonal skills, proactively building consultative relationships across Finance and the business

Ability to gain subject matter expertise in a short time and apply institutional knowledge to develop quality analytics

Proven ability, flexibility, and resourcefulness to manage several priorities in a deadline driven environment, having comfort with ambiguity

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

Ability to envision the "big picture" while maintaining close attention to detail.

Your solid understanding of financial principles and practical experience in applying this knowledge to business situations.

Ability to manage deliverables independently and with a high degree of efficiency.

The Value You Deliver

Developing financial analysis and reporting of BU expenses including periodic reporting and analysis as well as month-end close processing and variance analysis, forecasting, budgeting, and related business commentary.

Supporting ongoing and ad-hoc analysis and develop recommendations, including scenario analysis.

Evaluating and improving existing data gathering tools and spreadsheets and method of delivery.

Being a team player.

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

How Your Work Impacts the Organization

As a member of the Personal Investing Finance team, you will be responsible for providing senior management with insightful, action-oriented financial analysis to guide effective decision-making that impacts Fidelity’s clients and associates. This role will be key in supporting Finance’s efforts in the growth and development of the business.

Certifications:

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

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.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.