Finance Reporting & Insights Analyst

Fidelity Investments; Covington (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments seeks an Associate Financial Analyst to join the Finance Reporting COE, delivering interactive digital solutions for senior leaders. You will collaborate across finance teams to inform decision making through data-driven reporting and analytics.

In this role you’ll prepare routine and ad hoc analyses, translate large datasets into compelling visuals, and support business partners with timely, accurate financial insights as part of a high‑impact, team‑oriented environment.

Qualifications

• A bachelor’s degree in finance, business, economics, or technical-related fields is required.
• Experience with data visualization tools (Power BI) and SQL is preferred.

Responsibilities

• Collaborate with leaders to deliver interactive, value-added digital reporting solutions.
• Prepare daily, weekly, and month-end reports; evaluate variances to budget and forecasts.
• Consult with business partners to understand reporting needs and data sources.
• Provide ad hoc analysis and support to Fidelity business leaders.

Skills

Business analysis

Data storytelling

Data visualization

Attention to detail

Communication skills

Time management

Independent work

Team player

Research and problem solving

Education

Bachelor’s degree in finance, business, economics, or technical fields

Tools

Power BI

SQL

Excel

PowerPoint

Relational databases

Job description

Fidelity Investments seeks an Associate Financial Analyst to join the Finance Reporting COE, delivering interactive digital solutions for senior leaders. You will collaborate across finance teams to inform decision making through data-driven reporting and analytics.

In this role you’ll prepare routine and ad hoc analyses, translate large datasets into compelling visuals, and support business partners with timely, accurate financial insights as part of a high‑impact, team‑oriented environment.