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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