Financial Analyst IV - Personal Investing (Hr)

Fidelity Investments Smithfield , RI 02917

Posted 2 months ago

Job Description:

Financial Analyst IV - Personal Investing (HR)

Job Description:

Financial Analyst IV

The Personal Investing finance team is looking for a Financial Analyst IV whose skills and experience will contribute to the Human Resources function's success while supporting Personal Investing's financial objectives.

The Expertise We're Looking For

  • A Bachelor's degree in Finance or Accounting - Master's Degree in Business/Finance preferred

  • 5+ years of financial planning and analysis experience

  • Strong strategic and analytical skills combined with solid business and financial acumen

  • A successful track record in financial P&L management and analysis

The Purpose of Your Role

Reporting to the finance lead for PI Technology and Marketing, you will support critical strategies to transform our HR Function's delivery and operations which enables PI associates to do their best work and deliver on PI's strategic objectives by building the best talent acquisition, learning, leadership and pay programs and practices for PI associates and leaders. This role works closely with HR partners, planning teams, and finance partners across Fidelity providing financial decision support, planning direction and business analytics.

The Skills You Bring

  • Resourcefulness and tenacity in analysis and problem solving

  • Intellectual curiosity

  • Ability to envision the "big picture" while maintaining close attention to detail

  • Your project management skills help you drive simultaneous progress on multiple cross-functional teams and initiatives

  • Excellent skills in analytical, problem solving, communication, presentation and interpersonal capabilities

  • Ability to prioritize and manage multiple projects simultaneously

  • Work effectively in a fast-paced and rapidly changing environment

  • Strong Excel, Essbase and PowerPoint skills

  • Familiarity with Agile / Scrum work environments is a plus

The Value You Deliver

  • Leading, as a key team member, the annual budget and MYP for the PI Human Resources function

  • Working one-on-one and in teams to develop business cases and ROIs supporting investment decision making

  • Helping our HR partners execute on budget plans and effectively manage funding

  • Support measurement needs and coordinate with others to ensure consistency

  • Understanding the HR Function in order to participate in discussions, planning, and provide feedback to help drive the function forward

  • Coordinating with Fidelity corporate functions including, but not limited to, Human Resources, Global Services, and Procurement

  • Providing ad hoc analysis for the Head of PI HR and members of the HR management team

  • Developing in-depth analyses and insights of the underlying expense structure

  • Creating presentation ready materials to effectively convey financial results, insights and recommendations

  • Contributing to the finance community with your energy, enthusiasm, and team spirit

How Your Work Impacts the Organization

Personal Investing (PI) is a division of Fidelity Investments that provides a full range of investment products and services directly to individual brokerage and mutual fund customers. PI's HR function enables PI associates to do their best work and deliver on PI's strategic objectives by building the best talent acquisition, learning, leadership and pay programs and practices to PI associates and leaders. The finance team is looking for a talented and ambitious Financial Analyst IV whose skills and experience will contribute to the technology group's success while meeting Personal Investing's financial objectives.

Certifications:

Category:

Finance

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

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Financial Analyst IV - Personal Investing (Hr)

Fidelity Investments