Fidelity Investments

Senior Business Analyst, Financial and Critical Processes

Fidelity Investments

full-time

Posted on:

Location Type: Hybrid

Location: Merrimack • New Hampshire, New Mexico, Rhode Island, Texas • 🇺🇸 United States

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Job Level

Senior

About the role

  • Execute critical and complex processes for Fidelity Health Operations on the Financial & Critical Process Team
  • Perform complex data analysis and reporting
  • Lead research and analysis of complex issues and provide resolution by referring to client plan rules and procedures
  • Interact and partner with multiple business partners, product domain, technology, and Operations to ensure solutions are identified
  • Perform root-cause analysis to identify gaps or trends and develop interim and long-term solutions
  • Identify and independently lead opportunities to drive scale through automation
  • Collaborate with peers and leadership on process improvement ideas, procedure enhancements, and customer service experience improvements
  • Assist and coach the broader virtual team
  • Reconcile reported issues for Health and Welfare product services through XTRAC following established procedures with emphasis on analytics

Requirements

  • Knowledge of Fidelity Health and Welfare products
  • Knowledge of HOBS (Health and Other Benefits System) or FHB (Fidelity Health Benefits) recordkeeping systems
  • Bachelor’s degree or equivalent years of industry experience (4 years graduation preferred)
  • Overall 5+ years of professional experience
  • Highly motivated, can work independently, and can proactively determine required actions / next steps
  • Understand and break down complex business problems and identify resolutions independently
  • Analyze large sets of data to perform specific analysis through tools like MS Excel or Access
  • Understand end-to-end processes, including operational controls, and their interdependencies
  • Apply critical thinking to existing processes and/or problems to identify and propose opportunities for improvement
  • Maintain strong working relationships via excellent verbal, written and interpersonal skills
  • Ability to perform root cause analysis and identify gaps or trends
  • Certifications: Category: Business Analysis
  • May be restricted by regulatory background checks (Securities/ERISA/FINRA related)
Benefits
  • Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F)
  • Fidelity will reasonably accommodate applicants with disabilities (accommodations for application/interview)

ATS Keywords

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

Hard skills
data analysisroot cause analysisprocess improvementautomationanalyticscomplex problem solvingdata reconciliationreportingcritical thinkingend-to-end process understanding
Soft skills
highly motivatedindependent workproactive determinationcollaborationcoachinginterpersonal skillsverbal communicationwritten communication
Certifications
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