Financial Analyst

Fidelity Investments

Financial Analyst delivering impactful financial analysis to Fidelity's business and finance partners. Collaborating on profitability and financial reporting with a focus on data-driven insights.

Posted 6/30/2026full-timeBoston • Massachusetts, Rhode Island • 🇺🇸 United StatesJuniorMid-Level💰 $67,000 - $127,000 per yearWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

delivering impactful and insightful financial analysis to business and finance partners
supporting the Next Generation Allocation View (NGAV) efforts
analyzing drivers of profitability
keeping the platform and methodologies up to date and relevant for the business
developing strong understanding of Fidelity Wealth/Fidelity Brokerage’s financial results and profitability model to apply that knowledge to variance analyses
improving reporting and data consolidation processes

Requirements

What you’ll need

Bachelor’s degree in finance, Accounting, Economics, or equivalent training
at least 2 years of FP and A or finance systems, data and reporting experience
Experience in activity-based costing methodologies a plus
Strong communication and interpersonal skills
knowledge of financial reporting tools (e.g., PowerBI, Tableau)
experience in building new reports
expertise in working with large data sets and querying skills

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisFP&AData ReportingVariance AnalysisActivity-Based CostingData ConsolidationQuerying Skills

Soft Skills

Strong CommunicationInterpersonal Skills