Associate Financial Analyst

Fidelity Investments Inc.; Westlake (TX); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Fidelity Investments Inc. is seeking an Associate Financial Analyst to join their Center of Enterprise Technology Analytics team. The role requires analytical skills to support financial reporting and requires collaboration with various business units. Candidates should hold a Bachelor's degree in a relevant field and possess strong Excel skills. The position offers a dynamic work environment under a hybrid model, balancing onsite and offsite experiences.

Qualifications

• Bachelor's degree required in a relevant field.
• 1+ years of experience in an analyst role preferred.
• Strong problem-solving and analytical skills essential.

Responsibilities

• Producing and reviewing monthly financial reports and analyses.
• Providing financial support for business units and headcount planning.
• Collaborating with finance partners to meet financial goals.

Skills

Analytical skills

Communication

Problem-solving

Presentation skills

Excel skills

Education

Bachelor's degree in Accounting, Finance, or Economics

Tools

Excel

PowerPoint

Power BI

Job description

Job Description:

The Role

The Associate Financial Analyst sits within the Center of Enterprise Technology Analytics team primarily supporting Fidelity Technology Business Units (BUs). This role is highly analytical and requires an individual who can multi-task in a fast-paced and complex organization while working in a team-oriented environment. The Associate Financial Analyst’s responsibilities include, but are not limited to, producing financial reports, producing, and reviewing monthly activity-based financials, reviewing cost allocation, and providing other documents and analysis that support the overall Finance function in achieving its strategic and business goals.

The Expertise and Skills You Bring

• Bachelor's degree required preferably in Accounting, Finance, or Economics.
• 1+ years of experience, preferably in an analyst role
• Excellent verbal, written communication, and presentation skills
• Excel skills required
• Applicants must have outstanding analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are a must.
• 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
• Maintains and prepares automated, standard, and ad hoc reports; pulls data systematically, aggregates, analyzes and tailors presentation of data to intended audience
• Demonstrates understanding of process flow and makes recommendations for improvement
• Excellent written and verbal interpersonal skills including ability to communicate effectively with Finance and business partners at varying levels of the organization
• Ability to take initiative and seek creative solutions that challenge conventional approach
• Strong experience with various software applications (Excel, PowerPoint, Power BI)
• Supports the creation of detailed financial plans for functional expense and headcount.
• Dedicated partnerships and communication with business and finance partners
• Uses tools and business knowledge to provide insightful information, reporting and analytics.
• Provides timely and thorough response to ad hoc financial requests.
• Preparing BU revenue and expense reporting, month-end close processing as well as variance analysis.

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The Center of Enterprise Technology Analytics team provides operational and financial support to Fidelity’s Enterprise Technology organization. As a finance function, our mission is to drive outstanding business performance and maximize the long-term value of the firm.

Certifications:

Category:

Finance

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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.