Senior Analyst, Distribution Capacity Planning
About The Position
Note: Fidelity will not provide immigration sponsorship for this position. Are you looking for a role that is fast paced and passionate about influencing business strategy to drive scale and efficiency across the Investment Advisory Group (IAG)? If so, then a Senior Analyst role on the Distribution Capacity team is for you! We interact with all levels of leadership, utilizing critical reporting, business analytics, and impactful communication to deliver strategic insights to influence key business and workforce decisions. The Senior Analyst role will partner closely with business leaders and support teams to build and evaluate ongoing operational staffing needs and long-range planning. Your analysis and insights will enable strategic decisions, including future projected demand, staffing strategies, business investments and multi-year site strategy. You will also lead projects with broad scope and impact to provide business leadership with new perspectives and innovative ways to further optimize the workforce to allow us to help more people plan, invest, and navigate important financial decisions.
Requirements
- Bachelors degree in Business, Finance, Economics, Engineering or similar field, with equivalent experience considered
- Experience in financial / operational modeling, analysis and business case development
- Excellent verbal, written communication and presentation skills
- Intellectual curiosity and analytic experience utilized to deliver key insights and solutions for sophisticated business problems
- Experience with digital analytical tools and visualization software to build and improve web analytics dashboards, reports and identify key insights
- Ability to develop and influence relationships across all management levels
- Highly organized and able to prioritize your work independently
- Excellent written and verbal communication skills used to connect with leaders and business partners
- Strong project management skills will provide structure to enable successful results
Nice To Haves
- MBA preferred but not required
- SQL/Snowflake experience a plus
- Understanding of financial/accounting or workforce management principles is a plus
Responsibilities
- Work closely with leaders and business partners to deliver analysis and insights to support the development and ongoing assessment of operational forecasts, staffing strategies, and multi-year business plans
- Identify trends and relevant information to help leaders build effective staffing plans, evaluate performance, and clearly understand team and associate capabilities
- Assess the impact of improvements and new product initiatives on long range staffing plans and contribute to business case development
- Build trust and use key working relationships with a distributed leadership team, finance, HR and other key business partners to enable value in the organization
- Develop and improve analytic tools/models/dashboards through automation, contributing to the evolution of our team’s analytic and business intelligence capabilities
Benefits
- Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
