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Financial Analyst

Job in New Bedford, Bristol County, Massachusetts, 02746, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Corporate Finance
Salary/Wage Range or Industry Benchmark: 80000 - 120000 USD Yearly USD 80000.00 120000.00 YEAR
Job Description & How to Apply Below

Responsibilities

  • Delivering impactful and insightful financial analysis to business and finance partners
  • Supporting the Next Generation Allocation View (NGAV) efforts
  • Analyzing drivers of profitability
  • Keeping the platform and methodologies up to date and relevant for the business
  • Developing strong understanding of Fidelity Wealth/Fidelity Brokerage’s financial results and profitability model to apply that knowledge to variance analyses
  • Improving reporting and data consolidation processes
Requirements
  • Bachelor’s degree in finance, Accounting, Economics, or equivalent training
  • At least 2 years of FP&A or finance systems, data and reporting experience
  • Experience in activity-based costing methodologies a plus
  • Strong communication and interpersonal skills
  • Knowledge of financial reporting tools (e.g., PowerBI, Tableau)
  • Experience in building new reports
  • Expertise in working with large data sets and querying skills
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