Senior Financial Analyst

Fidelity(1 month ago)

HybridFull TimeSenior$80,000 - $153,000Finance

About this role

The Senior Financial Analyst is a member of the Fidelity Wealth team supporting the Operations & Services Group (OSG). The role provides decision support to senior leaders through analytics, financial management, and strategic business partner activities. It leads reporting and planning processes, prepares business reviews for strategic initiatives, and supports executive scorecards to drive improved financial outcomes.

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Required Skills

Financial Modeling
Data Analysis
Excel
PowerPoint
Power BI
Anaplan
Tableau
Reporting
Forecasting
Strategic Partnering

+2 more

Qualifications

Bachelor's Degree in Finance or Economics
MBA or Advanced Degree (Preferred)

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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