Role at a glance
- Job function
-
Accounting, Tax & Corporate Finance Corporate Finance, FP&A & Treasury
- Salary
- Not Disclosed
- Location
- Westlake, Texas, United States
- Work arrangement
- Remote
- Employment
- Full-time
- Education
- Bachelor's
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About the role
Original posting provided by Fidelity
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity Real Estate (FRE) Company is the corporate real estate division of Fidelity Investments, offering a full range of services to Fidelity businesses nationally and internationally. Our philosophy is customer-centric - everything we do focuses on delivering solutions that meet or exceed the needs of our customers at all levels. We have responsibility for more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international offices, multiple data centers and more than 200 retail investor centers!
The primary objective of this role is to provide strategic business partner support and financial management to drive improved outcomes and financial results for the broader organization. You will work closely with business partners throughout Fidelity Real Estate and develop a deep understanding of corporate real estate and the capital projects we are responsible for.
The Expertise We’re Looking For
- Bachelor's degree in Finance or Accounting
- 7 years of professional experience in Finance
- Professional experience in Finance with a successful track record in financial planning and analysis
- Proficiency in financial modeling and presentation tools (Excel, PowerPoint) with experience in Anaplan, TBM, NGAV/Power BI
- Excellent written and verbal communications skills; ability to communicate effectively with Finance and business partners at varying levels of the organization
- Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management
- Outstanding critical thinking, problem solving, decision-making, and analytical skills
- Strong interpersonal skills, proactively building consultative relationships across Finance and the business
- Proven ability, flexibility, and resourcefulness to manage several priorities in a deadline-driven environment, having comfort with ambiguity
- Finding opportunities to streamline work processes and simplify models to make the team more efficient and effective
The Skills You Bring
The candidate should bring excellent written and verbal communication skills and have the ability to partner successfully with Finance and business colleagues at varying levels of the organization. The individual should excel at envisioning the big picture while maintaining close attention to detail. And, analytical, project management and problem-solving skills are key.
As a future teammate, you must be flexible and self-motivated with a can-do demeanor and bring enthusiasm and intellectual curiosity to the role. It requires confidence and ability to influence others across the organization.
The Purpose of Your Role and the Value You Deliver
- Develop financial analysis and reporting of business unit expenses and capital expenditures including recurring monthly reporting and analysis as well as month-end close processing and variance analysis, forecasting, budgeting, and related business commentary
- Partner with the Real Estate functions on supporting the regions
- Use data visualization tools and business knowledge to continuously provide insightful information, management reporting and analytics that evolve with changes in the business
- Collaborate with others to assist in special projects by developing financial modeling
- Support ongoing and ad-hoc analysis to develop strategic real estate recommendations
- Proactive partnership and communication with business and Finance partners
- Evaluate and improve existing data gathering tools and spreadsheets
- Be a great teammate
- Contribute to inclusive environment which brings together different ideas, experiences, skills, and knowledge
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.
Certifications:
Category:
FinancePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
About the company
Fidelity
Large Enterprise
Fidelity is a leading financial services company that provides a wide range of investment solutions and retirement planning services to individuals and institutions. Founded in 1946, Fidelity is renowned for its commitment to innovation and customer service, offering tools and resources that help clients manage their investments effectively. With a strong focus on technology and research, Fidelity continues to empower investors by providing access to market insights and a diverse array of financial products. As a trusted partner in personal finance, Fidelity plays a significant role in helping people achieve their financial goals.
Fidelity is a leading financial services company that provides a wide range of investment solutions and retirement planning services to individuals and institutions. Founded in 1946, Fidelity is renowned for its commitment to innovation and customer service, offering tools and resources that help clients manage their investments effectively. With a strong focus on technology and research, Fidelity continues to empower investors by providing access to market insights and a diverse array of financial products. As a trusted partner in personal finance, Fidelity plays a significant role in helping people achieve their financial goals.