Financial Analyst at Fidelity in Westlake, TX

Job description

• Note: Fidelity will not provide immigration sponsorship for this position.
• The Financial Analyst serves as a member of the Finance and Transaction and Leasing Team, you will play a critical role in driving excellence.
• The analyst will support Fidelity’s Real Estate and Workplace Experience organization, support expense management, budgeting, forecasting, and financial reporting across a portfolio of properties. This role is responsible for providing clear financial insights, ensuring cost transparency, monitoring budget adherence, and supporting data-driven decision-making for real estate operations.
• Success in this role requires a strong analytical mindset, effective collaboration, independent thinking, and intellectual curiosity. The associate will support strategic insights to inform business strategy, support the execution of key initiatives, and help measure and evaluate business performance through ongoing reporting and analysis.

Responsibilities

• Support expense management, budgeting, forecasting, and financial reporting across a portfolio of properties
• Provide clear financial insights, ensure cost transparency, monitor budget adherence, and support data-driven decision-making for real estate operations
• Support strategic insights to inform business strategy, support the execution of key initiatives, and 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
• You are a flexible, self-motivated team player with a can-do attitude who brings energy, enthusiasm, and intellectual curiosity to the role
• You thrive in a fast-paced organization, prioritize well under pressure, and take ownership and accountability for your work
• Your project management skills help you drive simultaneous progress on multiple cross-functional teams and initiatives
• You possess strong analytical capabilities, excellent problem-solving skills, end-to-end thinking, and apply these skills universally to your work
• You demonstrate 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

Skills

Required

• MS Excel
• MS PowerPoint
• PowerBI
• Anaplan