Job Description:

This position sits within Center of Enterprise Technology Analytics team supporting Technology Finance.  Success will require an analytic attitude, strong collaboration skills, comprehensive problem solving, intellectual curiosity, and ability to multi-task.  As a member of the team, you will assist with the month-end close activities, recurring monthly reporting, and providing team members, business partners and senior leaders with timely, insightful, and action-oriented financial analysis, modeling, and financial projections that will enable effective decision-making and aid the business in achieving its strategic and financial goals.

The Financial Analyst IV is aligned with a specific Technology Finance BU and tasked with providing excellent finance support and advice to the BU.  The role is responsible for analyzing and interpreting spend across the P&L, maintaining positive relationship across Technology Finance Teams, and execute financial controls.  In addition, this position plays a lead role month-end close activities and variance commentary production, reviewing BU recovery and making recommendations on billing adjustments, and providing monthly financial reviews to leadership and partners.

As a finance function, our mission is to drive outstanding business performance and maximize the long-term value of the Firm.  The Center of Enterprise Technology Analytics team provides oversight for over $1 billion of IT expenses and provides management with informed, insightful, action-oriented financial analysis to guide effective decision-making.

The Expertise You Have

Bachelor degree in Business, Accounting, Finance, or Economics with 7+ years of related work experience. MBA preferred.

Applicants must have exceptional analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are a must.

The Skills You Bring

Your excellent communication and interpersonal skills with confidence and ability to influence others across the company and build relationships.

Your 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.

Your synthesis of analysis and research into strategic insights and practical recommendations.

Your solid knowledge of financial tools (Excel, Essbase, Powerpoint, FCAP) and financial modeling. 

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

The Value You Deliver

Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis and financial models.

Developing financial analysis and reporting of BU revenues and 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 IT financial management processes to meet changing business needs and efficiency goals.

Demonstrates understanding of process flow and makes recommendations for improvement

Reviewing junior level analysts work for your assigned BU.

Shares findings with the broader finance team and provides mentorship to more junior associates

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.