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Company

Original Job Post

Fidelity Investments · 1 week ago

Senior Financial Analyst

Westlake, TX

Full-time

Onsite

Senior Level

5+ years exp

Wonder how qualified you are to the job?

Asset ManagementFinance

H1B Sponsorship

Actively Hiring

Growth Opportunities

Insider Connection @Fidelity Investments

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Provide Finance support for Finance and Fund Oversight (FFO), Compliance, Risk, and Business Operations (CRBO) and specific AM Tech Business Domains.

Generate monthly results and analyses for Cloud Hosting, Equipment and Software across all Tech domains as well TBM and GL views of Expense and Headcount for specific shared services groups.

Ensure NGAV allocation processes are properly reflective of TBM spend to enable the NextGen Profitability environment to function appropriately.

Support the planning process for FFO, CRBO, and AM Tech Business domains including multi-year plan, operating plan, budget, and forecasts for both TBM (Work) and General Ledger (Home) financial views.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial modelingFinancial statement analysisBusiness context understandingTechnology financeCloud service providersFinopsData analysisExcelPower biTableauPowerpointAnaplanBusiness maturityPresenceData gatheringTransaction executionComfort with dataProblem solvingCritical thinkingDecision makingInterpersonal skillsCollaborativeAnalytical skills

Required

Bachelor’s degree in Finance, Accounting, or Economics combined with a minimum of 5+ years’ work experience in a finance capacity.

Proficient knowledge of financial model design and visualization (using tools such as Advanced Microsoft Excel, Power BI, Tableau, PowerPoint, and Anaplan) and demonstrated ability for analyzing large data sets and building complex financial models.

Demonstrated financial statement analysis and ability to identify/resolve detailed financial issues while understanding larger business context.

Experience with Technology Finance, Cloud Service Providers, or FinOps is highly desirable.

Confidence, business maturity, interpersonal skills, and presence to both collaborate effectively across all levels and to work independently.

Excellent communication skills, critical thinking, problem solving, decision-making, and analytical skills.

Energetic, demonstrates initiative and collaborative team player supporting multiple projects across all focus areas through data gathering, modeling, analysis and transaction execution.

High degree of comfort with data, modeling, financials, and ambiguity.

Preferred

Experience with Technology Finance, Cloud Service Providers, or FinOps is highly desirable.

Benefits

Flexible benefits

Glassdoor Employees’ Choice Award - Best Place to Work in 2024

Learning opportunities for career growth

Hybrid working model

Honesty, integrity, and safety values

Background investigation and potential credit check for certain roles

Pre-employment drug screen policy

Company

Fidelity Investments

Glassdoor

4.3

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.

Founded in 1946

Boston, Massachusetts, USA

10,001+ employees

https://www.fidelity.com

H1B Sponsorship

Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Trends of Total Sponsorships

2023 (1092)

2022 (1482)

2021 (1535)

2020 (371)