Senior Financial Analyst at Fidelity Investments

Smithfield, Rhode Island, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Feb, 26

Salary

0.0

Posted On

16 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Analysis, Analytical Skills, Problem Solving, Project Management, Communication Skills, Excel, PowerPoint, Power BI, Anaplan, Data Modeling, Mentoring, Flexibility, Resourcefulness, Strategic Thinking, Interpersonal Skills, Capacity Planning

Industry

Financial Services

Description

Job Description: Job Title: Senior Financial Analyst The Role As a key member of the Corporate Services Finance team, the Senior Financial Analyst supports the Risk, Vendor Management, Global Security, and Finance business units. This is a dynamic and challenging role that requires the ability to multi-task in a fast-paced, sophisticated, and ever-evolving environment. In this role, you will provide financial support and strategic advice to business partners, analyze and interpret spend across the P&L, build capacity plans and models for business areas with volume growth and new products, deliver activity based-costing frameworks and reporting, and lead the annual forecasting and budgeting processes. You will also be responsible for creating and maintaining unit cost metrics and key performance indicators (KPIs), driving month-end close activities and variance commentary, making recommendations on invoice accruals, and delivering recurring financial reviews to leadership. This role offers exposure to senior leadership, key partners across business functions, and Finance teams across the firm. The Expertise and Skills You Bring Bachelor’s degree in Business, Accounting, Finance, or Economics 2–4 years of relevant work experience in financial analysis or a related field. Strong analytical, conceptual thinking, and problem-solving capabilities. Ability to combine strategic business perspective with strong project management and analytical skills. Excellent interpersonal and communication skills, with the ability to influence across all levels of the organization. Proficiency in Excel and PowerPoint; experience with Power BI and Anaplan is highly encouraged. Advanced analytical and data modeling skills. Ability to synthesize complex issues and communicate findings clearly and concisely. Quick learner with the ability to thrive under pressure in a fast-paced environment. Confidence and maturity to work independently and cross-functionally. Ability to teach and mentor others on financial tools and concepts. Flexibility and resourcefulness to manage multiple priorities in a deadline-driven setting. Comfort with ambiguity and a proactive approach to problem-solving. Note: Fidelity is not providing immigration sponsorship for this position The Team Our mission as a finance function is to drive exceptional business performance and enhance the long-term value of the firm. The Corporate Services Finance team oversees over $1.3 billion in expenses, delivering insightful, action-oriented financial analysis to support effective decision-making. The team values curiosity, collaboration, and a customer-obsessed mindset, working together to deliver innovative solutions and measurable business outcomes. At Fidelity, we embrace Dynamic Working, a hybrid approach that balances personal flexibility with business needs. Certifications: Category: Finance Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy

Responsibilities

The Senior Financial Analyst provides financial support and strategic advice to various business units, analyzes spend across the P&L, and leads the annual forecasting and budgeting processes. Responsibilities also include creating unit cost metrics, driving month-end close activities, and delivering financial reviews to leadership.