Financial Analyst--Marketing Finance

Job Summary

Required Qualifications

• •Bachelor's degree in finance, Economics, or equivalent
• •2 plus years of professional experience in Finance
• •Successful track record in financial modeling and analysis
• •Strong interpersonal skills, including the ability to analyze complex issues, synthesize key points and effectively communicate findings
• •Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau and Anaplan
• •Self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity
• •Keen ability to envision the 'big picture' while maintaining close attention to detail
• •Solid analytical and problem-solving skills, working independently to perform most analyses
• •Ability to take initiative and seek creative solutions that challenge conventional approaches
• •Must be able to partner with FW Marketing, FBS Supervision and Operations Support, FW Central Finance, senior leaders, accounting, and other finance organizations
• •Must be able to analyze headcount / expense trends
• •Must be able to assist with the forecast and budgeting process
• •Must be able to play a lead role in month-end financial activities
• •Must be able to work closely with business partners to ensure optimal allocation of retail's ~$250M annual promo spend
• •Must be able to participate in promotion planning, analyze monthly spending, and actively manage the Marketing promo budget
• •Must be able to manage updates to the Marketing NPV model and periodic updates to model inputs
• •Must be able to determine marketing costs allocations to businesses utilizing NGAV
• •Must be able to work on annual budget, multi-year plan, monthly forecasts for PI's internal ad agency
• •Must be able to conduct domain analyses and presentations, including financial portions of QBR and planning discussions with FW SLT and other senior audiences
• •Must be able to conduct ad hoc product, customer and segment analyses and presentations as necessary
• •Must be able to support the Marketing business to deliver actionable financial analysis and decision support that impacts retail's strategy, ability to execute the multi-year plan and drive the business performance measurement for the business
• •Must be able to contribute to the financial planning and analysis functions
• •Must be able to demonstrate highly creative analytical skills while maintaining focus on details and providing timely results
• •Must be able to effectively communicate and influencing with various levels of the organization
• •Must be able to work onsite (100% onsite presence or less, as per phased rollout)
• •Must not have a criminal history that restricts Fidelity from hiring (governed by Securities Exchange Act of 1934, Investment Advisers Act of 1940, Investment Company Act of 1940, ERISA, state laws, FINRA rules)