Fidelity Investments
Financial Analyst
Westlake, TX
Jun 13, 2025
Full-time
Full Job Description

Job Description:

The Role

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

The Financial Analyst is aligned with a few BUs and tasked with providing excellent finance support and analysis to the BUs. The role is responsible for providing a broad range of financial analytics and reporting of revenue and expense trends, and execute financial controls. In addition, this position plays a lead role in month-end close activities and providing monthly financial reviews with variance commentary to leadership.

The Expertise and Skills You Bring

  • Bachelor's degree in Finance, Accounting, or Business with 2 to 3 years of related Finance experience.
  • Applicants must have outstanding analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are a must.
  • Business maturity and presence to optimally interact with senior management.
  • Proven excellent communication and interpersonal skills with confidence and ability to influence others across the company while building relationships.
  • Keen 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.
  • Synthesis of analysis and research into strategic insights and practical recommendations.
  • Solid knowledge of financial tools (Excel, PowerBI, TBM, PowerPoint) and financial modeling.
  • Your ability to manage deliverables independently and with a high degree of efficiency.
  • Validate and providing clear and concise evaluations, analysis, and financial models.
  • Developing financial analysis and reporting for BUs, month-end close processing, variance analysis and related business commentary.
  • Supporting ongoing/ad-hoc analysis and develop recommendations, including scenario analysis.
  • Evaluating and improving IT financial management processes to meet changing business needs and efficiency goals.
  • Reviewing junior level analysts work for your assigned BUs.
  • Coaching and develop junior level analysts.

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The Center of Enterprise Technology Analytics team provides operational and financial support to Fidelity's Enterprise Technology organization. As a finance function, our mission is to drive outstanding business performance and maximize the long-term value of the firm.

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.

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.

PDN-9f245cd3-6225-4517-bc55-7c4198b326b3
Job Information
Job Category:
Accounting
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Financial Analyst
Fidelity Investments
Westlake, TX
Jun 13, 2025
Full-time
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