Financial Analyst

Job Description:

Financial Analyst

This Financial Analyst role will be a member of the Workplace Investing (WI) Line Finance Team, a Center of Excellence (CoE) delivering impactful and insightful analysis to our business partners. The primary objective of the role will be to provide a broad range of analytics, financial management, FP&A, and strategic business partner support to drive improved outcomes and financial results to the Client & Participant Services (CAPS) organization. In a highly matrixed organization, you will partner closely with WI/HCG CoEs, including Costing, Decision Support & Analytics (DSA), and Pricing to support analytics around scaling/re-designing our cost structure, investment benefit realization, and ongoing pricing strategy.

The Client & Participant Services organization is a ~10k person organization responsible for delivering high quality client & customer services to Fidelity’s 24k+ clients & 40M+ participants.

• Bring good interpersonal skills that allow you to communicate and work effectively with all levels and business divisions
• Proactively collaborate to understand WI’s financial architecture and required data transformation to deliver impactful analysis and drive finance modernization efforts forward
• Partner on high impact / high visibility projects & deliverables across WI/HCG
• Operate with a high degree of autonomy, serving as a proxy for the business Finance VP/Sr. Director to various internal audiences
• Find opportunities to streamline work processes and simplify models to work more efficiently and effectively
• Perform ad-hoc projects to support requests from business and finance partners that inform operational decision making
• Develop financial models and leverage enhanced forecasting techniques to support business decisions

The Expertise and Skills you Bring

• A bachelor’s degree in Finance, Accounting, Economics, or equivalent
• 2+ years of professional experience in Finance with a successful track record in financial modeling and analysis
• Financial services experience preferred; experience in benefits outsourcing (WI/HCG) a plus
• Applicants must have strong analytical, communication, conceptual thinking and problem-solving capabilities.
• Advanced experience with various software applications (Excel, Powerpoint, Thinkcell, etc.) and the ability to teach others
• Experience building digital reporting using Business Intelligence tools (i.e. Tableau, Power BI, Knime, DOMO, Alteryx, etc.) a plus but not required
• Ability to gain subject matter expertise and apply institutional knowledge to business decisions and quality analytics
• Proven ability, flexibility, and resourcefulness to manage several priorities in a deadline driven environment, having comfort with ambiguity
• Strong technical capability and attention to detail with a high degree of comfort leveraging large data sets to compile various expense views
• Ability to take initiative and seek creative solutions that challenge conventional approach
• Excellent verbal and written communication skills

The Team

Workplace Investing (WI) is an industry leader in providing retirement, investment, and benefit solutions. Fidelity Healthcare Group (HCG) delivers workplace benefits to institutional clients and their participants. This is a critical finance role that will help drive key strategic priorities for WI/HCG and drive new business to generate value and grow market share for the firm.

Note: Fidelity is not providing immigration sponsorship for this position 

Certifications:

Category:

Finance

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 every other week (all business days, M-F) in a Fidelity office.

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