Strategic FP&A Analyst — Data-Driven Insights

Jobtailor; Massachusetts; On-site; USD 80,000 - 120,000; Full time

Job summary

Jobtailor is seeking an FP&A professional in the United States to deliver financial analysis for business and finance partners, and to support NGAV initiatives. You will analyze profitability drivers, keep reporting methodologies current, and develop deep knowledge of Fidelity Wealth/Brokerage profitability models for variance analyses.

Additionally, you will improve reporting and data consolidation processes, handling large data sets and building new reports to enable clearer financial insights

Qualifications

• Bachelor's degree in finance, accounting, economics, or equivalent.
• At least 2 years of FP&A or finance systems, data and reporting experience.
• Experience in activity-based costing methodologies a plus.
• Strong communication and interpersonal skills.
• Knowledge of financial reporting tools (PowerBI, Tableau).
• Experience in building new reports.
• Expertise in working with large data sets and querying skills.

Responsibilities

• Delivering impactful and insightful financial analysis to business and finance partners
• Supporting the NGAV efforts
• Analyzing drivers of profitability
• Keeping the platform and methodologies up to date and relevant for the business
• Developing strong understanding of Fidelity Wealth/Fidelity Brokerage’s financial results and profitability model to apply that knowledge to variance analyses
• Improving reporting and data consolidation processes

Skills

Strong communication

Data querying

Large data analysis

Education

Bachelor's degree in finance, accounting, economics, or equivalent

Tools

PowerBI

Tableau

Job description

Jobtailor is seeking an FP&A professional in the United States to deliver financial analysis for business and finance partners, and to support NGAV initiatives. You will analyze profitability drivers, keep reporting methodologies current, and develop deep knowledge of Fidelity Wealth/Brokerage profitability models for variance analyses.

Additionally, you will improve reporting and data consolidation processes, handling large data sets and building new reports to enable clearer financial insights