Job Description:

The Financial Analyst III is a member of the FI Central Finance Team delivering impactful and insightful financial analysis to our business partners and finance partners. The primary objective of the role will be to provide a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization. This role offers broad exposure to clearing and custody, investment product distribution and capital markets.

Success will require an analytic mindset, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity.  You will deliver strategic insights and analysis to inform business strategy and decision making; drive operationalization of the FI strategy, including measurement and evaluation of business performance and progress tracking of key initiatives.

The Expertise You Have

Strong analytical and strategic skills combined with solid business and financial acumen

Excellent communications skills and demonstrated ability to influence senior business leaders

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

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

Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Hyperion Essbase, PowerBI, Anaplan

The Skills You Bring

You are a flexible, self-motivated team player with a can-do attitude who brings energy, enthusiasm, and intellectual curiosity to the role

You thrive in a fast-paced organization, prioritize well under pressure, and take ownership and accountability for your work

Your project management skills help you drive simultaneous progress on multiple cross-functional teams and initiatives

You possess strong analytical capabilities, excellent problem-solving skills, end-to-end thinking, and apply these skills universally to your work

You demonstrate excellent communication and presentation skills, including the ability to analyze complex issues, synthesize key points, and effectively communicate information in a concise manner appropriate for executive business decision making

The Value You Deliver

Driving high impact / high visibility financial analytics and deliverables across FI

Leading analyses and make strategic recommendations to management and business partners

Synthesizing data, analyses, and conclusions into presentation form for senior management

Finding opportunities to streamline work processes to make the team more efficient and effective

Proactive partnership and communication with business and Finance partners

Leveraging tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in 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.