provide meaningful, clear, and actionable financial analysis to support sound decisions
offer strategic insights and assess the business's financial performance
improve internal processes
align planning activities across Fidelity Wealth

Requirements

Bachelor’s degree in Business, Accounting, Finance, or Economics
7+ years of relevant financial analysis or related experience
Strong analytical, conceptual thinking, and problem-solving capabilities
Proficiency with financial, presentation, and data visualization tools such as MS Excel, MS PowerPoint, Thinkcell, Tableau, and PowerBI
Experience with Anaplan and NGAV strongly preferred

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

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial analysisdata visualizationconceptual thinkingproblem-solvingfinancial performance assessmentinternal process improvement

Soft Skills

analytical skillsstrategic insights