Senior Financial Analyst

Fidelity Investments • Smithfield, RI

9d • Hybrid

About The Position

The Senior Financial Analyst role is a member of the WI Finance Team delivering impactful insight financial analysis to our business partners. The primary objective of the role will be to provide a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization. This role will have three main areas of focus: the Fidelity Workplace Consulting (FWC) Line of Business, the Defined Benefits (DB) Line of Business, and the Enterprise Paper Reduction initiative. The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety of services that touch on every area of benefits design, strategy, funding, communication, and delivery. The Defined Benefits Group is a matrixed 1,000+ person organization responsible for delivering high quality DB administration & pensions solutions to Fidelity’s clients & customers. In 2025, Fidelity was named #1 market share leader, as the largest DB recordkeeper. Fidelity’s Operations Council is focused on driving best practices across the Operations function at Fidelity as well as executing against several key strategic enterprise initiatives. The Enterprise Paper Reduction initiative continues to be a foundational focus for this group.

Requirements

• Undergraduate degree in Business, Accounting, Finance, or Economics
• 5+ years of related work experience
• Solid knowledge of financial modeling, presentation, and data visualization tools (Excel, PowerPoint, Thinkcell, Tableau, Business Objects, Anaplan)
• Excellent written and verbal communication skills, including the ability to 'tell the story' and communicate effectively with Finance and Business Partners at varying levels of the organization and across the enterprise
• Intellectually curious, self-starter who takes initiative, learns quickly and is comfortable managing opposing priorities and multiple deadlines in a fast-paced environment
• Reliability, flexibility, and goal-oriented member of the team who is motivated for both individual and team success
• Thorough understanding of financial concepts, methodologies, and accounting principles and how they affect business decisions
• Demonstrates understanding of process flow and makes recommendations for improvement
• Ability to take initiative and seek creative solutions that challenge conventional approach

Responsibilities

• Demonstrating an in-depth understanding of financial results, including key drivers, emerging trends, and anomalies to share with senior management to guide effective decision making
• Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business, including proactive thinking and analysis
• Reviewing, analyzing and monitoring business performance, synthesizing data, analyses, and conclusions into presentation form for senior management
• Operating with a high degree of autonomy
• Thinking and working across WI & the Enterprise to ensure consistency in analysis approach, standards for data and definitions, and proactive support of time critical projects
• Finding opportunities to streamline work processes and simplify models to make the team more efficient and effective
• Developing an understanding of WI financial architecture to understand impact of assigned business(es) on LOB and product financial performance and to support modernization efforts
• Proactive partnership and communication with business and Finance partners

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees