Jobs · Finance · Texas

Financial Analyst

Fidelity Investments · Roanoke, TX · 5 days ago
On-siteFinanceFull-time

Responsibilities

  • Support expense management, budgeting, forecasting, and financial reporting across a portfolio of properties.
  • Provide clear financial insights, ensuring cost transparency, monitoring budget adherence, and supporting data-driven decision-making for real estate operations.
  • Support strategic insights to inform business strategy.
  • Support the execution of key initiatives.
  • Help measure and evaluate business performance through ongoing reporting and analysis.

Requirements

  • Strong analytical and strategic skills combined with solid business and financial acumen.
  • Excellent communications skills and demonstrated ability to influence senior business leaders.
  • A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus.
  • 2 years of professional experience in Finance with a successful track record in financial modeling and analysis.
  • Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in PowerBI and Anaplan.

Qualifications

Strong analytical and strategic skills combined with solid business and financial acumen
Excellent communications skills and demonstrated ability to influence senior business leaders
Bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus
2 years of professional experience in Finance with a successful track record in financial modeling and analysis
Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in PowerBI and Anaplan

Skills

  • Flexible, self-motivated team player with a can-do attitude who brings energy, enthusiasm, and intellectual curiosity to the role.
  • Thrives in a fast-paced organization, prioritizes well under pressure, and takes ownership and accountability for work.
  • Possesses strong analytical capabilities, excellent problem-solving skills, end-to-end thinking, and applies these skills universally to work.
  • Demonstrates excellent communication and presentation skills, including the ability to analyze complex issues, synthesize key points, and effectively communicate information in a concise manner appropriate for executive business decision making.
  • Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in PowerBI and Anaplan.

Benefits

Fidelity’s Onsite Working Model: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Pay

Details about pay are not specified in the job description.

Schedule

Details about schedule are not specified in the job description.

Qualifications

Details about qualifications are not specified in the job description.

Skills

Details about skills are not specified in the job description.

Benefits

Details about benefits are not specified in the job description.

Pay

Details about pay are not specified in the job description.

Schedule

Details about schedule are not specified in the job description.

Qualifications

Details about qualifications are not specified in the job description.

Skills

Details about skills are not specified in the job description.

Benefits

Details about benefits are not specified in the job description.

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