Financial Analyst

skillventory - A Leading Talent Research Firm

Financial Analyst driving expense management, budgeting, and financial reporting for Fidelity’s Real Estate and Workplace Experience organization. Collaborating with teams to deliver strategic business insights and evaluations.

Posted 6/12/2026full-timeWestlake • Rhode Island, Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Support Fidelity’s Real Estate and Workplace Experience organization, including expense management, budgeting, forecasting, and financial reporting
Provide clear financial insights, ensuring cost transparency, monitoring budget adherence, and data-driven decision-making

Requirements

What you’ll need

Bachelor's degree in Finance, Economics, or equivalent
2 years of professional experience in Finance
Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint)
Experience in PowerBI and Anaplan

Benefits

Comp & perks

Health insurance
401(k) matching

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

financial modelingbudgetingforecastingfinancial reportingdata-driven decision-making

Soft Skills

clear communicationcost transparencymonitoring budget adherence