Job Description:

Financial Analyst

Role

The Financial Analyst role is a member of the Workplace Investing Central Finance Team, a Center of Excellence (CoE) delivering impactful insight financial analysis to our business partners. The primary objective of the role will be to provide a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization.

The Sales & RM organization is a 500+ person organization responsible for delivering high quality client & customer services to Fidelity’s clients & customers & includes strong connections to the various lines of business within WI.

The Expertise and Skills You Have

• A bachelor's degree in Finance, Economics, or equivalent

• 2+ years of professional experience in Finance with a successful track record in financial

• Modeling and Analysis

• Financial services experience preferred

• Applicants must have strong analytical, communication, conceptual thinking and problem-solving capabilities. Advanced experience with various software applications (Excel, Powerpoint)

• 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)

• Demonstrating highly creative analytical skills while maintaining focus on details and providing timely and accurate results

• Using tools and business knowledge to continuously provide insightful information, reporting and

• analytics that evolve with changes in the business

• Effectively communicating and influencing with various levels of the organization

• Using enhanced forecasting techniques to inform decision making

Certifications: