Senior Financial Analyst

Fidelity • Westlake, TX

19d • Hybrid

About The Position

The Role Senior Financial Analyst , Controls Team This Senior Financial Analyst serves as a member of the Finance and Transact ion & Leasing Team ; you wi ll pl ay a critical role in driving excellence in support of the project delivery team. The a nalyst will support Fidelity’s Real Estate organization, providing financial and operational controls across a portfolio of Facilities & Operations, Engineering, and Project Delivery initiatives. This role partners closely with Project Managers, Engineers, Vendors, and Operations teams to ensure projects are delivered with strong cost discipline, governance, and transparency throughout the project lifecycle. The ideal candidate brings experience in project cost controls, vendor management, forecasting, and reporting within a complex, regulated environment and is comfortable working cross functionally to support large scale initiatives. The Expertise You Bring Bachelor's degree in Finance/Accounting/Economics or equivalent with 5+ years of experience; MBA preferred Experience supporting real estate, facilities, or capital projects, including project financial management Strong understanding of Project Controls processes, systems, and financial governance Proven experience with vendor management, contract financial oversight, and compliance documentation Demonstrated ability to deliver executive‑level financial reporting, analysis, and actionable insights Strong analytical, strategic, and communication skills with the ability to manage competing priorities and influence senior leaders The Skills You Bring A strong curiosity for solving real estate and project controls challenges, with a continuous‑improvement mindset focused on building scalable, repeatable processes Proven ability to design, strengthen, and modernize controls frameworks, leveraging tools and technology to improve cost visibility, governance, and oversight Effective project management and collaboration skills, with a track record of driving alignment and accountability across cross‑functional teams Proactive, self‑directed leader who sets a high standard, models ownership, and fosters a culture of discipline and follow‑through Strong technical and analytical aptitude, with the ability to prioritize work, assess risk, and focus on outcomes Flexible and adaptable, able to support multiple projects simultaneously and step into varied roles as organizational needs evolve Note: Fidelity is not providing immigration sponsorship for this position The Team Fidelity Real Estate is the corporate real estate division of Fidelity Investments, providing a full range of services nationally and internationally. We manage more than 11 million square feet of space in the United States and overseas, including 13 North American and six international offices, four data centers and more than 200 retail investor centers. Certifications: Category: Finance Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Requirements

• Bachelor's degree in Finance/Accounting/Economics or equivalent with 5+ years of experience
• Experience supporting real estate, facilities, or capital projects, including project financial management
• Strong understanding of Project Controls processes, systems, and financial governance
• Proven experience with vendor management, contract financial oversight, and compliance documentation
• Demonstrated ability to deliver executive‑level financial reporting, analysis, and actionable insights
• Strong analytical, strategic, and communication skills with the ability to manage competing priorities and influence senior leaders
• A strong curiosity for solving real estate and project controls challenges, with a continuous‑improvement mindset focused on building scalable, repeatable processes
• Proactive, self‑directed leader who sets a high standard, models ownership, and fosters a culture of discipline and follow‑through
• Strong technical and analytical aptitude, with the ability to prioritize work, assess risk, and focus on outcomes
• Flexible and adaptable, able to support multiple projects simultaneously and step into varied roles as organizational needs evolve

Nice To Haves

• MBA preferred

Responsibilities

• providing financial and operational controls across a portfolio of Facilities & Operations, Engineering, and Project Delivery initiatives
• partners closely with Project Managers, Engineers, Vendors, and Operations teams to ensure projects are delivered with strong cost discipline, governance, and transparency throughout the project lifecycle
• project cost controls
• vendor management
• forecasting
• reporting
• design, strengthen, and modernize controls frameworks, leveraging tools and technology to improve cost visibility, governance, and oversight
• Effective project management and collaboration skills, with a track record of driving alignment and accountability across cross‑functional teams
• prioritize work, assess risk, and focus on outcomes
• support multiple projects simultaneously and step into varied roles as organizational needs evolve

What This Job Offers

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