Senior Financial Analyst

Posted:
1/28/2026, 6:22:21 AM

Location(s):
Texas, United States ⋅ Westlake, Texas, United States

Experience Level(s):
Senior

Field(s):
Finance & Banking

Workplace Type:
On-site

Job Description:

The Role

Senior Financial Analyst, Controls Team  

 

This Senior Financial Analyst serves as a member of the Finance and Transaction & Leasing Team; you will play a critical role in driving excellence in support of the project delivery team.

 

The analyst will support Fidelity’s Real Estate organization, providing financial and operational controls across a portfolio of Facilities & Operations, Engineering, and Project Delivery initiatives. This role partners closely with Project Managers, Engineers, Vendors, and Operations teams to ensure projects are delivered with strong cost discipline, governance, and transparency throughout the project lifecycle. 

The ideal candidate brings experience in project cost controls, vendor management, forecasting, and reporting within a complex, regulated environment and is comfortable working cross functionally to support large scale initiatives. 

The Expertise You Bring

  • Bachelor's degree in Finance/Accounting/Economics or equivalent with 5+ years of experience; MBA preferred 

  • Experience supporting real estate, facilities, or capital projects, including project financial management   

  • Strong understanding of Project Controls processes, systems, and financial governance 

  • Proven experience with vendor management, contract financial oversight, and compliance documentation   

  • Demonstrated ability to deliver executive‑level financial reporting, analysis, and actionable insights   

  • Strong analytical, strategic, and communication skills with the ability to manage competing priorities and influence senior leaders 

 

The Skills You Bring 

  • A strong curiosity for solving real estate and project controls challenges, with a continuous‑improvement mindset focused on building scalable, repeatable processes 

  • Proven ability to design, strengthen, and modernize controls frameworks, leveraging tools and technology to improve cost visibility, governance, and oversight 

  • Effective project management and collaboration skills, with a track record of driving alignment and accountability across cross‑functional teams 

  • Proactive, self‑directed leader who sets a high standard, models ownership, and fosters a culture of discipline and follow‑through 

  • Strong technical and analytical aptitude, with the ability to prioritize work, assess risk, and focus on outcomes 

  • Flexible and adaptable, able to support multiple projects simultaneously and step into varied roles as organizational needs evolve 

Note: Fidelity is not providing immigration sponsorship for this position

The Team 

Fidelity Real Estate is the corporate real estate division of Fidelity Investments, providing a full range of services nationally and internationally. We manage more than 11 million square feet of space in the United States and overseas, including 13 North American and six international offices, four data centers and more than 200 retail investor centers. 

 

Certifications:

Category:

Finance

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 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.

Fidelity Investments

Website: https://www.fidelity.com/

Headquarter Location: Boston, Massachusetts, United States

Employee Count: 10001+

Year Founded: 1946

IPO Status: Private

Last Funding Type: Secondary Market

Industries: Asset Management ⋅ Finance ⋅ Financial Services ⋅ Retirement ⋅ Wealth Management