Associate Financial Analyst

Fidelity Investments • Smithfield, RI

2d

About The Position

As an Associate Financial Analyst within the WI Data Strategy and Costing Finance Team—a Center of Excellence (CoE)—you will deliver impactful and insightful financial reporting and analysis to support strategic decision-making across the organization. In this role, you will support efforts in analyzing costing and profitability, including overseeing production views and the development of financial models. You’ll play a key part in implementing and testing next-generation finance tools, while supporting high-impact data strategy projects that deliver meaningful insights to the business. Your work will also focus on designing and implementing new allocations and assignments as well as conducting essential data validation and quality review. Your primary focus in this role will be to develop and enhance reporting solutions, analytics, and process improvements that drive stronger financial outcomes across the organization. Key responsibilities include delivering statistical and profitability data reporting and analytics for the WI finance community and business partners, supporting corporate finance and contributing to strategic planning and decision-making as part of the firm’s broader finance modernization efforts.

Requirements

• Bachelor’s degree in Finance, Economics, or related field.
• Professional experience in Finance with a successful track record in financial modeling and analysis.
• Strong skills in MS Excel and PowerPoint.
• Experience with business intelligence tools such as Tableau, PowerBI, Anaplan, Alteryx, etc.
• Excellent written and verbal communication across all organizational levels.
• Intellectual curiosity and strong analytical/problem-solving capabilities.
• High attention to detail and ownership of complex data sets.
• Strong interpersonal skills and ability to influence cross-functional teams.
• Initiative-driven with a creative mindset and adaptability to shifting priorities.

Nice To Haves

• MBA or advanced degree a plus.
• Previous exposure or experience with activity-based modeling a plus.

Responsibilities

• Deliver impactful and insightful financial reporting and analysis to support strategic decision-making.
• Support efforts in analyzing costing and profitability, including overseeing production views and the development of financial models.
• Implement and test next-generation finance tools.
• Support high-impact data strategy projects that deliver meaningful insights to the business.
• Design and implement new allocations and assignments.
• Conduct essential data validation and quality review.
• Develop and enhance reporting solutions, analytics, and process improvements that drive stronger financial outcomes.
• Deliver statistical and profitability data reporting and analytics for the WI finance community and business partners.
• Support corporate finance and contribute to strategic planning and decision-making as part of the firm’s broader finance modernization efforts.

Benefits

• Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level