Senior Financial Analyst

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Job description

Job Description:

As a Sr. Financial Analyst you will support Fidelity Finance s transformation towards automation of our core processes. We rely on a cross-functional team to reinvent core processes with a digital first focus. We are looking for someone who is passionate about business intelligence, business requirements exploration and discovery, systems enhancements, data consumption processes and reporting. The successful candidate will represent the needs of the Finance, Accounting, Procurement and Tax functions. You will be a member of a team of analyst focused on ongoing business enhancements, driving the modernization of our Finance function and helping to transform how Finance and Accounting associates perform their roles in the future.

The Team

Working within the Enterprise Finance Shared Services group, your work will support the business in multiple ways including requirements gathering, enhancement testing, rollout & adoption. This team is responsible for driving technology and process improvements on behalf of the Finance, Accounting, Tax and Procurement functions. You will work closely with our project management team as well as technology partners applying Agile s best practices as the Business Liaison to enhance our current technology platform, while also helping to drive the implementation and adoption of new tools, process and technology within the business.

The Expertise and Skills You Bring

• Ability to elicit and translate business needs into detailed requirements
• Willingness to learn complex financial systems and multi-dimensional reporting tools (i.e., Oracle, Anaplan, Snowflake, Power BI etc.)
• Ability to partner across multiple teams and business units
• Ability to multi-task concurrently and meet tight deadlines
• Apply critical thinking to existing processes and/or problems and propose opportunities for improvement.
• Is intellectually curious and loves learning new skills and capabilities, e.g., Agile principles, new tools like Alteryx, and cloud technology platforms.
• Experience with Agile methodology preferred
• BS degree in Finance/Accounting, MIS or Liberal Arts, 5+ years knowledge and experience working with Business analysis experience for various systems and processes, solutions and vendors, MBA a plus, or equivalent experience.
• Your experience working with and understanding the needs of business teams, leaders and related partners
• Your ability to identify issues, propose solutions, and implement changes to improve business performance
• Ability to learn quickly to understand key business unit drivers and business models.
• Your Hands-on work style - "can do" attitude with a strong desire to make things happen
• Your ability to assist users in executing on test scenarios and facilitate communication between the end user and technology teams
• Your strong communication and interpersonal skills to effectively collaborate with various stakeholders across different levels of the organization

The Value You Deliver

• Collaborate with project managers and project team to determine project task estimates, deadlines, and deliverables, simultaneously working on several projects.
• Lead/participate meetings with business partners to discover requirements, opportunities and suggested solutions
• Support current and upcoming projects by providing detailed requirements with use cases while working as part of functional project team
• Responsible for providing the end-to-end system support and administration for cloud and on prem tools
• Partnering across Finance and Accounting functions to prioritize system enhancements, backlog and sprints, and project deliverables as required
• Elicits, captures and interprets customer problems from multiple perspectives across projects or within a program

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 top 10 Best Place to Work in 2024. 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.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at .

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 .

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