EPM consultant delivering enterprise - scale financial consolidation and budgeting solutions at Deloitte. Advise and implement digital tools for transformative financial outcomes.
SF
Hybrid Senior Financial Analyst
Posted 3 months ago
About the role
- Senior Financial Analyst supporting Fidelity's Fund Profitability analysis and assisting with Fund Board meeting materials. Collaborating with finance and business partners on profitability metrics and ad hoc projects.
Responsibilities
- Drive the delivery of consolidated Fund Profitability results through management of the central Fund Profitability model
- Assist with preparation of materials for Fund Board meetings; provide backup support for materials; address questions from Trustees
- Assist in the production and analysis of quarterly and annual Asset Management Fund Profitability results; work with finance and business partners to understand how changes within the business impact Fund Profitability; report quarterly and annual results to broader team and senior leaders
- Contribute to various ad hoc projects, including Board-requested analyses, review of methodology, etc.
Requirements
- Bachelor’s degree in finance, accounting, economics, or related field
- At least 4 years of professional experience in finance, preferably in the financial services industry
- Proficiency in modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Oracle BI, Power BI)
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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