Financial Analyst

skillventory - A Leading Talent Research Firm

Financial Analyst delivering impactful financial analysis and supporting profitability efforts for Fidelity's Wealth Central Finance team. Collaborating across teams to maintain and develop financial allocation methodologies.

Posted 6/19/2026full-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 our business and finance partners
supporting the Next Generation Allocation View (NGAV) efforts
analyzing drivers of profitability
responsible for keeping the platform and methodologies up to date
developing subject matter expertise and understanding of key expense and revenue drivers

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
ability to influence others and form relationships across all levels of the organization
Knowledge of financial reporting tools (e.g., PowerBI, Tableau)
creative use of financial and presentation tools (Excel, PowerPoint)
experience in building new reports
Ability to work effectively in cross-BU teams
Strong analytical skills combined with close attention to detail and quality

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 analysisactivity-based costingfinancial reportingdata reportingreport buildingprofitability analysisexpense analysisrevenue analysisanalytical skillsattention to detail

Soft Skills

communication skillsinterpersonal skillsinfluencing skillsrelationship buildingteam collaborationcreativityorganizational skillsproblem-solving skillsadaptabilityattention to quality