Senior Finance Manager
Skylight
SQL
Senior Financial Analyst
Fidelity Investments
full-time
Posted on:
Location: Massachusetts, Rhode Island • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- The Senior Financial Analyst role provides an exciting opportunity to grasp the financial services industry
- Use latest tools and technology to deliver insightful analytics to the senior team to aid decision-making
- Have a meaningful impact on the finance function through innovative thinking and providing recommendations on improvements of internal tools and finance processes
- Partner closely with business units to lead the annual planning process, ensuring clear guidelines and well-defined workflows
- Contribute to high-impact executive presentations, bringing creativity and depth to financial storytelling
- Support important decisions by delivering insightful, accurate, and timely analysis to the senior leadership team
- Serve as a subject matter expert in key financial tools and systems, troubleshooting, operational improvements, and training
- Deliver ad hoc analysis demonstrating business insights and analytical capabilities and work on cross enterprise initiatives
- Collaborate extensively with finance teams across the firm and drive cross enterprise finance initiatives
- Run streamlined planning processes for the firm and support senior leaders with meaningful, accurate and timely information
Requirements
- A bachelor’s degree in finance or accounting or equivalent experience
- 5-6 years of financial reporting, planning & analysis experience
- Solid understanding of Microsoft Office Applications (Excel/PowerPoint) and business intelligence tools (PowerBI)
- A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity
- Keen ability to envision the "big picture" while maintaining close attention to detail
- Skilled in coordinating activities and navigating complex data in unpredictable scenarios
- Strong problem-solver with the proactive ability to “figure it out” through curiosity and consistent determination
- Consistent track record to simultaneously identify, prioritize, address issues, and quickly respond to shifts in priorities
- Proven success communicating with impact and clarity, both in your written and verbal delivery, including follow-up
