Senior Financial Analyst

FidelityWestlake, TX
Onsite

About The Position

This position sits within the Center of Enterprise Technology Analytics team supporting Enterprise Technology (ET) business units. The Senior Financial Analyst role consists of providing exceptional finance support and advice on expense management. The role is responsible for analyzing and interpreting spend, supporting the forecast and budgeting process, and delivering financial reviews to our business partners. The ideal candidate would partner with, and become an extended member of, the Decision Support team in support of the technology business. This could provide a future opportunity into a Decision Support role dependent on how well the associate can integrate and build their domain knowledge.

Requirements

  • Bachelor degree in Business, Accounting, Finance, or Economics with 5 plus years of related work experience.
  • Exceptional analytical, communication, conceptual thinking, and problem-solving capabilities.
  • Flexibility and the skill to both lead and contribute to teams.
  • Business maturity and presence to effectively interact with senior management.
  • Excellent communication and interpersonal skills with confidence and ability to influence others across the company and build relationships.
  • Ability to envision the 'big picture' while maintaining close attention to detail.
  • Solid understanding of financial principles and practical experience in applying this knowledge to business situations.
  • Synthesis of analysis and research into strategic insights and practical recommendations.
  • Ability to create financial models, conduct scenario analysis, and understand and assess options.
  • Ability to manage deliverables independently and with a high degree of efficiency.

Nice To Haves

  • MBA preferred.

Responsibilities

  • Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis, and financial models.
  • Developing financial analysis and reporting of business unit expenses including periodic reporting and analysis as well as month-end close processing and variance analysis, forecasting, budgeting, and related business commentary.
  • Supporting ongoing and ad-hoc analysis and developing practical recommendations, including scenario analysis.
  • Evaluating and improving IT financial management processes to meet changing business needs and efficiency goals.
  • Coaching and developing junior level analysts.
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