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Financial Analyst
Fidelity Investments
Boston, MA, United States
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Numbers matter to you; analyzing complex issues, synthesizing key points and effectively communicating findings to our stakeholders comes as second nature. Building financial models for complex processes and data modeling is something that you not only have extensive experience with, but a real passion for. As a Financial Analyst IV, you present your findings to: Fidelity Brokerage Technology (FBT) SMT members and FBT’s customers’ finance teams. Forming relationships with peers across the organization to support a shared analysis and best practices is a large component of your role. You report to the VP of FBT Finance and have a close working relationship with one another.
The Team
As a Financial Analyst IV you will be part of a team responsible for the delivery of accurate, high quality financial analysis, expense management, reporting and analyses in support of the FBT CIO, SVPs and FBT’s customers’ finance teams. You will be the primary finance support for select FBT SMT members providing: development of financial plans and goals; review and guidance of ongoing key metrics and goals; financial decision support for the group's initiatives; and P&L stewardship.
The Expertise You Have
• Deep analytical skills, resourcefulness, and intellectual curiosity
• Advanced experience with various software applications (Excel, PowerPoint)
• Demonstrated aptitude for building financial models for complex processes
• Bachelor’s Degree in Finance, Accounting, Economics or equivalent training combined with a minimum of 4-6 years’ work experience in a finance capacity
• Experience and understanding of technology and drivers is a plus.
• Financial Services experience strongly preferred.
The Skills You Bring
• You will work both independently and on a team, navigate the organization, and build strong, positive relationships with senior leaders across the business and the Head of FBT Finance
• You will utilize your strong problem solving and analytical skills capabilities
• You have the ability to develop, plan and execute large complex projects
• You have proven ability to reconcile, integrate, and synthesize information, generate conclusions and insights, and formulate recommendations to senior management.
• You will deliver in a fast past environment and demonstrate execution quality, efforts and stakeholders
The Value You Deliver
• Providing financial management leadership and support to Head of FBT Finance and FBT’s SMT.
• Developing, implementing and evaluating integrated financial & business plans, budgets and metrics across multiple dimensions including Organization, Line of Business, Program and IT Product.
• Influencing senior FI Technology management in setting financial goals and then meeting them.
• Providing analysis on supporting activities specific to Technology, Development, Core & Maintenance, Infrastructure, Governance, etc.
• Providing relevant and insightful analytics around technology cost drivers and efficiency metrics to inform and drive business operations and investment decisions.
• Supporting resource demand and supply for FI Technology to optimize budget vs. spend through resource mix and rate levers.