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  • Posted: Feb 4, 2020
    Deadline: Not specified
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    At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their...
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    Associate Financial Analyst

    Job Description
    As an Associate Financial Analyst in Fidelity Investments you are a critical part of a team responsible for the delivery of accurate, high quality financial information to team members, managers, and business partners. You are responsible for producing standard financial reports and other documents and analysis that support the overall Finance function in achieving our strategic and business goals.
    The Expertise You Have

    • Bachelor's Degree in Finance/Accounting
    • Knowledge of financial tools, specifically Excel.

    The Skills You Bring

    • You’re a self-starter and team player who works collaboratively to achieve the team’s overall goals and objectives
    • You have excellent communication and interpersonal skills along with an ability to influence others across the company and build relationships
    • You possess strong analytical skills and an ability to quickly understand complex issues
    • Your basic knowledge of tools for performing analysis and presentations (Excel, Access, PowerPoint)
    • You have the ability to innovate and understand the importance of process improvement and time management
    • Your understanding of financial/accounting principles and systems

    The Value You Deliver

    • Preparation of reporting for numerous Fidelity business partners, including analysis and support
    • Perform month-end reporting across multiple product lines and businesses for drivers and metrics such as sales activity, transaction detail, conversions / de-conversions and future dedications.
    • Preparing daily, weekly and month-end operational reports evaluating and analyzing variances to previous periods, budget and forecast
    • Working proactively and reciprocally with finance partners to analyze opportunities to migrate reporting to a self-service platform. You will be partnering with businesses to ensure the information provided through reporting tools, presentations and other communications provides the targeted answers to the pertinent questions/initiatives
    • Ensuring proper controls, documentation and reviews are in place to alleviate risks
    • You will assist with ad-hoc analysis, reports and presentation materials in support of senior management

    Method of Application

    Interested and qualified? Go to Fidelity Investments on jobs.fidelity.com to apply

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