Real Estate Finance Analyst — Budgeting & Insights

Fidelity Investments; Roanoke (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking an analytical Financial Analyst to join the Finance and Transaction and Leasing Team. You will support expense management, budgeting, forecasting, and financial reporting across a portfolio of properties, delivering clear insights for cost transparency and informed decisions.

You will collaborate with Real Estate and Workplace Experience stakeholders, monitor budget adherence, and contribute to performance measurement through ongoing reporting and analysis to

Qualifications

• Bachelor's degree in Finance, Economics or equivalent.
• 2 years of professional finance experience with financial modeling.
• MBA or advanced degree a plus.

Responsibilities

• Support expense management, budgeting, forecasting and financial reporting across a property portfolio.
• Provide clear financial insights and monitor budget adherence.
• Support data-driven decision-making for real estate operations.
• Collaborate with stakeholders and measure business performance via ongoing reporting.

Skills

Analytical mindset

Strategic thinking

Communication skills

Financial modeling

Education

Bachelor's degree in Finance/Economics

Tools

Excel

PowerPoint

Power BI

Anaplan

Job description

Fidelity Investments is seeking an analytical Financial Analyst to join the Finance and Transaction and Leasing Team. You will support expense management, budgeting, forecasting, and financial reporting across a portfolio of properties, delivering clear insights for cost transparency and informed decisions.

You will collaborate with Real Estate and Workplace Experience stakeholders, monitor budget adherence, and contribute to performance measurement through ongoing reporting and analysis to