Job Description:

The Purpose of your Role

Do you thrive in a challenging and fast paced work environment?  Are you passionate about crafting reporting that informs decision making?  If you want to help drive the way information is shared digitally with senior leaders, come join the Finance Enterprise Reporting COE team.  

As a Financial Analyst III you will be working in a collaborative, dynamic, and creative environment.  You will have the opportunity to work across the organization, engaging in a consultant like influencing role, while focusing on delivering interactive value-add digital solutions.  You will be a key contributor delivering exceptional support services to Fidelity business partners.  This position will primarily support the Personal Investing Business Unit with visibility in other Business Units as well (Ent. Tech, FREC, Global Services).  Your time will be a blend of preparing reports while focusing on alternative digital solution and becoming that Personal Investing Business Unit SME.

The Expertise and Skills You Bring

A bachelor’s degree in Finance, Economics, or related field required

3+ years of professional experience in Financial Services; previous Personal Investing Business Unit, strongly desired

High level proficiency in metric driven reporting with expertise within the PI business unit

Experience in crafting digital reporting using various tech tools (Tableau, Power BI, Alteryx, SQL, DOMO, etc.)

Experience with translating large datasets to digital outputs

Combine a strategic business perspective with strong analytical research skill, project management, and problem-solving skills

Demonstrate strong intellectual curiosity with a strong work ethic able to work independently and as part of a team

Excellent written and verbal communication skills including ability to “tell the story”, influence skills while showing confidence and empathy

Motivated associate with proven leadership qualities and ability to mentor others

Ability to manage and prioritize multiple detailed processes in a time sensitive environment, independence of thought, willingness to take accountability and problem solve

The Value You Deliver

You will consult with business partners to understand their current reporting, data sources and transformation requirements to build/deliver impactful yet intuitive digital solutions 

You bring good interpersonal skills, including a con-do attitude that allows you to work effectively with a wide variety of business partners

You will become an authority and provide support and consultation to others in the COE

Ensuring proper controls, documentation and reviews are in place for reporting and ad hoc to alleviate risks

You will be partnering with businesses to ensure the information the COE delivers provides them visibility into key metrics and trends

Preparation of reporting for various Fidelity business partners, including analysis, ad hoc supporting, and offering consultant like enhancements

How Your Work Impacts the Organization

The Financial Analyst III will be a team player in the COE providing an evolving suite of services encompassing value-added reporting and analytics using innovative tools, and processes to drive continuous improvement in the decision making of leaders across the firm. 

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.