Job Description

Note: Fidelity will not provide immigration sponsorship for this position.

We’re excited that you’re interested in participating in Fidelity’s SkillBridge Program! Fidelity’s SkillBridge Program is a 12-week fellowship for active-duty service members, designed to bridge the gap between military service and corporate readiness by providing business exposure, on-the-job-training, mentorship, and professional development.

The Role

The Sr. Business Analyst is responsible for calculating billable and non‑billable fees for WI and HCG client relationships and ensuring all billing aligns with contract terms and program guidelines. This role supports accurate, timely invoicing across client segments and helps maintain strong financial controls within Billing Operations.

Key responsibilities include:

• Collecting and recording client‑specific fees, credits, and waivers for WI and HCG clients (e.g., communication and education costs, print and postage, participant fee disclosures, employee meeting fees, project fees, HSA fees, and consulting fees).
• Reading and interpreting contracts and amendments to determine fee‑for‑service structures and credit implications.
• Performing routine audits to verify the completeness and accuracy of calculated fees.
• Partnering with internal business teams to ensure accuracy, quality, and timely invoice delivery.
• Responding to general and client‑specific billing inquiries.

The Expertise and Skills You Bring

• Bachelor’s degree
• 6–8 years of overall professional experience
• Experience in operations or financial processes preferred
• Strong analytical, problem‑solving, and organizational skills
• Ability to work independently and collaborate effectively across teams
• Effective verbal and written communication skills
• Demonstrated ability to build relationships across diverse roles and levels
• Influencing skills and ability to drive alignment
• Ability to manage multiple priorities and meet deadlines
• Proficiency with Microsoft Excel, Word, and Outlook

The Team

The Billing Operations team manages the setup, invoicing, and collections processes for DC, DB, H&W, SPS, and HSA clients. The team partners closely with internal business groups to ensure accurate billing, adherence to contract requirements, and consistent, high‑quality service delivery. The Sr. Business Analyst plays a key role in supporting these operations by ensuring data accuracy, financial integrity, and timely invoicing.

Certifications:

Category:

Business Analysis

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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

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.