Posted 24 days ago
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The Financial Analyst is a key contributor to the Devonshire Investors finance team, working with DI business units, operating companies and supporting groups such as accounting, treasury, tax, legal and investments. The role is highly analytical and requires multi-tasking in a sophisticated organization, with strong problem-solving and the ability to convey ideas clearly across all levels. Responsibilities include compiling monthly and quarterly analyses and presenting to senior executives and the Board, developing the annual business plan and cash flow forecasts, and collaborating with Treasury on funding and scenario analyses. The position emphasizes financial reporting improvements and maintaining DI's reporting platforms (e.g., Anaplan/Power BI).
- Compensation
- $67,000 – $127,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Job Description:
Job Title: Financial Analyst
The Role
The Financial Analyst is a key contributor to the Devonshire Investors finance team. The position includes interaction with Devonshire Investors (DI) business units and operating companies, as well as functional groups including accounting, treasury, tax, legal and investments. This role is highly analytical and requires an individual who can multi-task in a highly sophisticated organization.
A motivated and proactive self-starter is essential for this role. The role requires capacity to manage and prioritize numerous detailed processes within timelines. Strong analytical and well-rounded problem-solving skills are vital, as well as the ability to convey ideas clearly to employees at all levels. Intellectual curiosity and the skills for posing meaningful questions in different contexts are greatly appreciated.
The Expertise and Skills You Bring
Bachelors degree required; Finance, Accounting or Economics preferred
2 to 4 years of experience, preferably in a finance or related role
A keen passion for technology, visualization platforms, and business intelligence software is meaningful.
Excellent verbal and written communication with high level of comfort with data management
Being capable of understanding the full extent of the financial statements is strongly recommended.
Familiarity with financial and presentation applications such as Excel, PowerPoint, Word, Anaplan, or business intelligence solutions like Business Objects or Oracle Business Intelligence is needed.
Compiling monthly and quarterly analysis and reporting presentations to senior executives and Board, which include important figures, business performance and investment returns.
Collaborating effectively with Treasury function to evaluate current and future funding needs, including ad hoc scenario analysis (capital planning, FOREX planning, etc.).
Understanding key drivers/metrics for revenue growth, profitability, cost structure and value creation across DI as well as for specific investments and operating companies.
Developing the DI annual business plan, including preparing cash flow forecasts and budgets and related presentations to DI executive management.
Working alongside IT in maintaining DIs financial reporting platform (Anaplan/PowerBI).
Evaluating and improving financial reporting processes and analyses to meet changing business and portfolio needs and goals.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Devonshire Investors is a private investment firm affiliated with FMR LLC, the parent company of Fidelity Investments. Devonshire manages investments on behalf of FMR and its shareholders in businesses outside of the financial services industry.
The Devonshire Finance team provides insightful financial analysis for the multi-billion-dollar portfolio, guiding effective decision-making. We collaborate closely with various partners and are dedicated to building positive relationships and continuously advancing our financial reporting methods to meet evolving business needs. Join us in our ongoing dedication to excellence and innovation!
The base salary range for this position is $67,000-$127,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelitys 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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Hybrid work schedule
Fidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
