Financial Analyst

About the role

The Financial Analyst is a key contributor to the Devonshire Investor’s finance team. The position includes interaction with Devonshire Investors (DI) business units and operating companies, as well as functional groups including accounting, treasury, tax, legal and investments. This role is highly analytical and requires an individual who can multi-task in a highly sophisticated organization. A motivated and proactive self-starter is essential for this role. The role requires capacity to manage and prioritize numerous detailed processes within timelines. Strong analytical and well-rounded problem-solving skills are vital, as well as the ability to convey ideas clearly to employees at all levels. Intellectual curiosity and the skills for posing meaningful questions in different contexts are greatly appreciated.

Note: Fidelity is not providing immigration sponsorship for this position.

Responsibilities

• Compiling monthly and quarterly analysis and reporting presentations to senior executives and Board, which include important figures, business performance and investment returns.
• Collaborating effectively with Treasury function to evaluate current and future funding needs, including ad hoc scenario analysis (capital planning, FOREX planning, etc.).
• Understanding key drivers/metrics for revenue growth, profitability, cost structure and value creation across DI as well as for specific investments and operating companies.
• Developing the DI annual business plan, including preparing cash flow forecasts and budgets and related presentations to DI executive management.
• Working alongside IT in maintaining DI’s financial reporting platform (Anaplan/PowerBI).
• Evaluating and improving financial reporting processes and analyses to meet changing business and portfolio needs and goals.

Requirements

• Bachelor’s degree required; Finance, Accounting or Economics preferred.
• 2 to 4 years of experience, preferably in a finance or related role.
• A keen passion for technology, visualization platforms, and business intelligence software is meaningful.
• Excellent verbal and written communication with high level of comfort with data management.
• Being capable of understanding the full extent of the financial statements is strongly recommended.
• Familiarity with financial and presentation applications such as Excel, PowerPoint, Word, Anaplan, or business intelligence solutions like Business Objects or Oracle Business Intelligence is needed.

The Team

Devonshire Investors is a private investment firm affiliated with FMR LLC, the parent company of Fidelity Investments. Devonshire manages investments on behalf of FMR and its shareholders in businesses outside of the financial services industry. The Devonshire Finance team provides insightful financial analysis for the multi-billion-dollar portfolio, guiding effective decision-making. We collaborate closely with various partners and are dedicated to building positive relationships and continuously advancing our financial reporting methods to meet evolving business needs. Join us in our ongoing dedication to excellence and innovation!

Pay

The base salary range for this position is $67,000–$127,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• 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.

Schedule

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.