Financial Analyst

Fidelity Investments•Smithfield, RI

1d•$67,000 - $127,000•Onsite

About The Position

The Financial Analyst position is within the Fidelity Wealth Central Finance team delivering impactful and insightful financial analysis to our business and finance partners. Key responsibilities will include supporting the Next Generation Allocation View (NGAV) efforts, including several key dependencies across the Retail organization economics, and analyzing drivers of profitability. This position will be responsible for keeping the platform and methodologies up to date and relevant for the business. A secondary objective of this role would be in developing subject matter expertise and understanding of key expense and revenue drivers from a Retail customer (household and customer account) point of view and develop effective and efficient data extraction and analysis capabilities to answer sophisticated business questions around this topic.

Requirements

Bachelor’s degree in finance, Accounting, Economics, or equivalent training with at least 2 years of FP and A or finance systems, data and reporting experience.
Experience in activity-based costing methodologies a plus.
Strong communication and interpersonal skills along with ability to influence others and form relationships across all levels of the organization, as well as conceptual thinking and problem-solving capabilities.
Knowledge of financial reporting tools (e.g., PowerBI, Tableau), creative use of financial and presentation tools (Excel, PowerPoint) and experience in building new reports.
Ability to work effectively in cross-BU teams and build positive relationship skills; Highly motivated, energetic, and hardworking.
Intellectual curiosity and courage to ask the right questions in a variety of settings; Willingness to learn dimensions, attributes, and hierarchies and how they relate to financial reporting.
Strong analytical skills combined with close attention to detail and quality to ensure superior output and analyses; Expertise in working with large data sets and querying skills strongly preferred.
Passionate about applying data to drive decision making.
Good planning, prioritization, and time management skills including ability to run multiple parallel streams of work and business partners.
Ability to implement and deliver results in a fast-paced environment.

Responsibilities

Validate and maintain Fidelity Wealth and Fidelity Brokerage profitability allocations, serving as key contact for production cycles.
Build and maintain financial allocations to reflect evolving business models.
Proactive partnership and communication with multiple business and Finance partners
Evaluate and improve reporting and data consolidation processes.
Develop a strong understanding of Fidelity Wealth/Fidelity Brokerage’s financial results and profitability model to apply that knowledge to variance analyses.
Learn, implement, and apply new tools and business knowledge to continuously elevate coworkers, evolving with the change of the business.
Remain current on the latest developments in Finance and FP and A and share skills and knowledge with the function.