Fidelity Investments

Financial Analyst

Fidelity Investments

full-time

Posted on:

Location Type: Hybrid

Location: Merrimack • New Hampshire • Texas • United States

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About the role

  • Contribute to the design, testing, and rollout of a new CostIT Planning model used in executive-level technology portfolio reviews.
  • Build financial forecasts that inform strategic decisions on cost and resource allocation.
  • Partner with cross-functional teams including Anaplan COE, CST Technology, Reporting COE, BU IT Finance, and IT Strategy & Planning.
  • Perform financial analysis, modeling, and reporting using tools like Power BI, while supporting project management and adoption efforts.
  • Present findings and recommendations to senior leaders across Finance and Technology.

Requirements

  • Bachelor’s degree in Finance, Accounting, or Business
  • 2–3 years of financial or business analysis experience (preferably in technology organizations)
  • Experience with or willingness to learn tools like Anaplan, Power BI, Snowflake, and Alteryx.
  • Strong problem-solving skills and the ability to translate complex data into actionable insights.
  • Confidence to interact with senior management and build relationships across the company.
  • Ability to see strategic implications while maintaining attention to detail.
  • Solid knowledge of Excel, Power BI, and PowerPoint.
Benefits
  • Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisfinancial modelingreportingcost allocationresource allocationdata analysis
Soft skills
problem-solvingcommunicationrelationship buildingstrategic thinkingattention to detail