Director of Fund Financial & Tax Reporting at Fidelity assessing regulatory impacts and changes for the Shareholder Reporting Team. Collaborating with team leaders and maintaining documentation for new requirements.
About the role
- Financial Planning Analyst supporting financial planning and analysis activities for informed decision-making. Involves budgeting, forecasting, and collaborating with cross-functional teams at Exeter Finance.
Responsibilities
- Supports financial planning and analysis activities that drive informed decision-making across the organization
- Performs advanced budgeting, forecasting, and variance analysis to ensure accurate financial results and actionable insights
- Utilizes data analytics and reporting tools to improve processes and enhance financial transparency
- Collaborates with cross-functional teams to strengthen financial performance and operational efficiency
- Partner with Accounting during month-end close to accruals and review general ledger activity
- Reconcile forecast-to-actual variances and provide detailed variance analysis
- Prepare monthly reporting packages including dashboards and executive summaries
- Support development of annual budgets and quarterly forecasts, ensuring accuracy and timeliness
- Extract and analyze financial and operational data using SQL and other enterprise systems
- Enhance reporting processes and templates to improve efficiency and data integrity
- Automate recurring workflows using Excel, SQL, and FP&A tools to streamline operations
- Assist with enhancements to financial planning systems and analytics capabilities
- Collaborate with business partners to provide insights and recommendations for performance improvements
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 2–4+ years of experience in FP&A, corporate finance, or related analytical roles
- Experience with budgeting, forecasting, financial modeling, and management reporting
- Intermediate Excel and basic SQL skills
- Strong understanding of accounting and financial statements (P&L, balance sheet, cash flow)
- Excellent analytical, problem-solving, and communication skills
- Ability to manage multiple tasks and deadlines with accuracy and attention to detail
- Strong organizational skills and ability to work independently and collaboratively.
Benefits
- Individually tailored compensation packages with competitive salary and benefits
- Training and development opportunities
- Team member recognition and awards
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