Senior Financial Analyst

Full Time
Westlake, TX 76262
Posted
Job description

Job Description:

This position sits within Center of Enterprise Technology Analytics team primarily supporting Enterprise Technology (ET) business units. This role is highly analytical and requires an individual who can multi-task in a fast-paced and highly complex organization. The ability to partner with Decision Support, IT Finance senior leaders, IT leaders, IT product management, Controller, and other finance organizations is a necessity.

The Role

The Senior Financial Analyst will be aligned to a specific technology business unit and tasked with providing exceptional finance support and advice on expense management. The role is responsible for analyzing and interpreting spend, lead the forecast and budgeting process, and execute financial controls for technology organization in an Agile environment. Additionally, this position will play an important role in understanding and advising the expense processing in collaboration with accounting function, financial results reporting, and product/service cost allocation.

The Expertise You Have

  • Bachelor degree in Business, Accounting, Finance, or Economics with 7+ years of related work experience. MBA preferred.

  • Applicants must have exceptional analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are a must.

The Skills You Bring

  • Your business maturity and presence to effectively interact with senior management.

  • Your excellent communication and interpersonal skills with confidence and ability to influence others across the company and build relationships.

  • Your ability to envision the "big picture" while maintaining close attention to detail.

  • Your solid understanding of financial principles and practical experience in applying this knowledge to business situations.

  • Your synthesis of analysis and research into strategic insights and practical recommendations.

  • Ability to create financial models, conduct scenario analysis, and understand and assess options

  • Your ability to manage deliverables independently and with a high degree of efficiency.

The Value You Deliver

  • Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis, and financial models.

  • Developing financial analysis and reporting of business unit expenses including periodic reporting and analysis as well as month-end close processing and variance analysis, forecasting, budgeting, and related business commentary.

  • Supporting ongoing and ad-hoc analysis and develop recommendations, including scenario analysis.

  • Evaluating and improving IT financial management processes to meet changing business needs and efficiency goals.

  • Coaching and developing junior level analysts.

The Team

As a finance function, our mission is to drive outstanding business performance and maximize the long-term value of the Firm. The Center of Enterprise Technology Analytics team provides oversight for over $1 billion of IT expenses and provides management with informed, insightful, action-oriented financial analysis to guide effective decision-making.

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

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

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

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

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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.

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