Job Description:

A Financial Analyst role that will develop a deep knowledge of the Fidelity Brokerage Technology (FBT) business group.  This role will provide Financial, Planning and Analysis (FP&A) support including owning the monthly financial close process, creating financial reporting, analysis, and key insights to share with our leadership teams.  This person will assist with the multi-year and annual planning process (MYP and Budget).  This role will also participate with the integration to a new enterprise wide costing environment NGAV (Next Generation of Allocated Views) and TBM (Technology Business Management).

The Team

FBT Finance is a key group under the Funds, Brokerage, Operations and Technology (FBOT) organization.  FBT provides development for a multitude of fidelity businesses including Retail, Clearing and Custody, Capital Markets, Plynk, and a variety of other businesses.  Responsibilities of the group include FP&A for Technology professionals who manage over $600M of technology expense, Cloud Analysis, Workforce capacity planning, Strategic support for CIO, financial reporting, and ad hoc analysis. In supporting these critical parts of the business, the team has broad exposure to and influence on business decisions and processes.

The Expertise You Have

A bachelor's degree in Finance, Economics, or equivalent; MBA or advance degree a plus

2+ years of professional experience in Finance with a successful track record of in financial modeling and analysis

Excellent verbal, written communication and presentation skills

The Skills You Bring

Strong analytical and problem-solving skills. Ability to envision the "big picture" while maintaining close attention to detail

Ability to learn quickly to understand key business unit drivers and business models. Role requires strong interpersonal skills to work closely with business unit and other finance teams

Ability to work independently and solve a variety of moderately complex problems

Professional maturity and presence to effectively interact with senior management

Ability to create financial models, conduct scenario analysis, understand and assess options.

Demonstrate confidence in explaining, defending and/or challenging analytical findings

The Value You Deliver

Proficient in Excel, PowerPoint, Essbase, and FCAP.  Experience with Tableau and PowerBI a plus.  Understanding of costing models will help with TBM migration.  Well organized with data and able to maintain data integrity. 

Develop new finance modernization capabilities of enterprise-wide Next Generation of Allocated Views (NGAV).

Support the monthly close process, multi-year and annual plan.  Prepare analysis for expense and cost savings opportunities.

Contribute to creation of Executive Level Presentations that bring out insights clearly and concisely.

Project and collaborative work to redesign, enhance current Development Portfolio process.

Partner with other Finance teams on cross-BU initiatives.

Strong performance will provide meaningful opportunities for advancement, and longer-term career development.

Certifications:

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.