FP&A Analyst (Financial Planning & Analysis) at Fidelity Investments, Chicago, Illinois

Job Description

Company Overview:
Fidelity Investments is a leading financial services company in the Banking & Finance industry. With a strong reputation for providing innovative investment solutions and personalized financial planning services, Fidelity Investments is committed to helping clients achieve their financial goals through expertise and cutting-edge technology.

Key Responsibilities for FP&A Analyst (Financial Planning & Analysis):
- Develop and maintain financial models to support strategic planning and decision-making processes
- Analyze financial data and performance metrics to identify trends, risks, and opportunities
- Prepare and present budget forecasts, variance analysis, and financial reports to senior management
- Collaborate with cross-functional teams to drive financial performance and optimize business processes
- Assist in the development of long-term financial plans and annual budgeting processes
- Conduct ad-hoc financial analysis and projects as required to support business objectives

Required Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 2+ years of experience in financial planning and analysis or related role
- Proficiency in financial modeling, forecasting, and variance analysis
- Strong analytical skills with attention to detail and accuracy
- Advanced proficiency in Excel and financial reporting tools
- Excellent communication and presentation skills
- Ability to work effectively in a fast-paced, dynamic environment

Desired Skills:
- Master's degree in Finance, MBA, or related field
- Professional certification such as CFA or CPA
- Experience in the banking or investment industry
- Knowledge of financial systems and data visualization tools
- Strategic planning and business acumen
- Ability to collaborate with stakeholders at all levels of the organization

Compensation & Benefits:
- The annual salary range for the FP&A Analyst position at Fidelity Investments in Chicago, Illinois is $70,000 - $90,000, commensurate with experience and qualifications.
- Comprehensive benefits package including health, dental, and vision insurance, retirement plans, paid time off, and professional development opportunities.
- Access to employee wellness programs, tuition reimbursement, and discounts on financial services and products.

How to Apply:
To apply for the FP&A Analyst position at Fidelity Investments in Chicago, Illinois, please visit our careers website and submit your resume along with a cover letter highlighting your relevant experience and qualifications. We look forward to reviewing your application and potentially welcoming you to our team at Fidelity Investments.

Required Skills

  • FinTech product lifecycle
  • APIs
  • Payment systems
  • Blockchain fundamentals

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