Senior Financial Analyst - Osg Finance

2071268-1

The Senior Financial Analyst (SFA) role is a member of the Operations Servicing Group (OSG) Finance Team. Their primary objective will be to lead the FP&A team for OSG. They will provide a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the organization. They will lead all aspects of the reporting and planning processes, provide decision support to senior leaders, and prepare business reviews for strategic initiatives.

The Expertise And Skills You Bring

• Proficiency modeling data and preparing presentations using Excel and PowerPoint. Experience with Power BI, Anaplan, Tableau and WIA a plus.
• Intellectual curiosity
• Builds and maintains business partner relationships
• Responds quickly to shifting priorities while maintaining progress of regularly scheduled work
• Outstanding analytical and problem-solving skills, working independently to perform most analyses
• 5+ years of professional experience in Finance with a successful track record in financial modeling and analysis; 3+ years of experience with advanced degree
• Displays confidence and ability to influence others across the organization
• Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization
• Takes initiative and seeks creative solutions that challenge conventional approaches
• A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus
• Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy

The Value You Deliver

• Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business
• Synthesizing data, analyses, and conclusions into presentation format for senior management
• Using enhanced forecasting techniques to inform decision making
• Ownership of key performance metric reporting, analytics, and insights
• Providing analyses and strategic recommendations to management and business partners
• Lead the creation of detailed financial plans for functional expense and headcount
• Proactive partnership and communication with business and Finance partners
• Work with the business to understand investment opportunities and provide cost benefit analyses to support decision making

The Team

OSG Finance is a key group under the Funds, Brokerage, Operations and Technology (FBOT) organization who handle over $500M annual expense and is behind every transaction that happens at Fidelity. We provide financial support to central finance, the OSG senior leadership team and our finance partners across the firm. We are focused on P&L forecasting, workforce capacity planning, strategic support for CIO, financial reporting, and ad hoc analysis. In supporting these critical parts of the business, the team has broad exposure to and influence on business decisions and processes.

Please see below for the salary range for work locations in Colorado only:

N/A

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

$90,000 - $112,000 per year

This position is eligible for incentive compensation or an annual bonus opportunity.

Please see below for the salary range for work locations in California only:

N/A

Please see below for the salary range for work locations in Washington only:

N/A

Certifications

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.