Financial Analyst

Fidelity Investments • Merrimack, NH

36d • Hybrid

About The Position

Are you ready to make an impact on how Fidelity plans and invests in technology? Our Enterprise Technology Finance team is looking for a Financial Analyst to help launch CostIT, a transformative platform that will redefine how we forecast and manage technology costs. This is your chance to influence strategic decisions, work with cutting-edge tools, and collaborate with senior leaders across Finance and Technology. CostIT goes live in February 2026, replacing our current Technology Business Management approach. It introduces a modern, integrated way to manage portfolio financials aligned with the new P180 Portfolio construct and TrackIT timekeeping system. Your mission? Help us roll out a redesigned planning capability that leverages CostIT’s Actuals model and Resource Allocation tools to deliver forward-looking insights that drive smarter decisions.
In this role, you will:
• Shape the Future of Planning: Contribute to the design, testing, and rollout of a new CostIT Planning model used in executive-level technology portfolio reviews.
• Deliver Insights That Matter: Build financial forecasts that inform strategic decisions on cost and resource allocation.
• Collaborate Across the Enterprise: Partner with cross-functional teams including Anaplan COE, CST Technology, Reporting COE, BU IT Finance, and IT Strategy & Planning.
• Own the Details: Perform financial analysis, modeling, and reporting using tools like Power BI, while supporting project management and adoption efforts.
• Influence at All Levels: Present findings and recommendations to senior leaders across Finance and Technology.

Requirements

• Education & Experience: Bachelor’s degree in Finance, Accounting, or Business; 2–3 years of financial or business analysis experience (preferably in technology organizations).
• Technical Curiosity: Experience with or willingness to learn tools like Anaplan, Power BI, Snowflake, and Alteryx.
• Analytical Excellence: Strong problem-solving skills and the ability to translate complex data into actionable insights.
• Communication & Influence: Confidence to interact with senior management and build relationships across the company.
• Big Picture Thinking: Ability to see strategic implications while maintaining attention to detail.
• Tool Proficiency: Solid knowledge of Excel, Power BI, and PowerPoint.

Responsibilities

• Shape the Future of Planning: Contribute to the design, testing, and rollout of a new CostIT Planning model used in executive-level technology portfolio reviews.
• Deliver Insights That Matter: Build financial forecasts that inform strategic decisions on cost and resource allocation.
• Collaborate Across the Enterprise: Partner with cross-functional teams including Anaplan COE, CST Technology, Reporting COE, BU IT Finance, and IT Strategy & Planning.
• Own the Details: Perform financial analysis, modeling, and reporting using tools like Power BI, while supporting project management and adoption efforts.
• Influence at All Levels: Present findings and recommendations to senior leaders across Finance and Technology.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees