Senior Financial Analyst Job at Fidelity Investments, Latonia, KY

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  • Fidelity Investments
  • Latonia, KY

Job Description

Senior Financial Analyst

We are seeking a Senior Financial Analyst to support business case development, product analysis, and revenue performance insights. This role sits at the intersection of finance, data, and product strategy, with a strong emphasis on data sourcing, analytical rigor, and business understanding.

Key Responsibilities:

  • Data Sourcing and Management
    • Extract, transform, and validate data from Snowflake and other database/querying tools
    • Partner with data analytics and business teams to ensure data accuracy and completeness
    • Build and maintain datasets used for recurring financial and product analyses
  • Financial and Product Analysis
    • Analyze key revenue streams, product performance, and business unit metrics
    • Develop insights into drivers of revenue, cost, and profitability across products
    • Support deep-dive analyses to inform pricing, product design, and strategic decisions
    • Source and structure data inputs required for forecasting and scenario modeling
  • Continuous Improvement
    • Identify opportunities to improve data quality, reporting, and analytical processes
    • Develop repeatable frameworks and scalable analysis approaches
    • Partner with product, finance, and business stakeholders to translate data into actionable insights
    • Communicate findings clearly to both technical and non-technical audiences

Qualifications:

  • 3- 5 years of experience in financial analysis, business analysis, or similar role
  • Strong SQL skills; experience with Snowflake or comparable cloud data platforms preferred
  • Proven analytical skills with experience working across large datasets
  • Ability to quickly learn new products, systems, and business processes
  • Strong problem-solving skills and intellectual curiosity
  • Excellent communication and presentation skills

Finance

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