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Director, Financial Reporting Team Leader

3 months ago

Manchester, New Hampshire, United States Fidelity Investments Full time

Director, Financial Reporting Team Leader

Merrimack , NH



Job Description:

The Role
The Stock Plan Services Financial Reporting Team is an integral function within the broader Equity Compensation business.

You will lead a team of Financial Reporting Managers responsible for delivering an exceptional client experience through timely close period execution, proper control and audit procedures and responsiveness to questions and concerns.


*


Provide oversight of the Financial Reporting Service Delivery channel through management level escalation support, problem resolution and associate training and development.


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Set service level targets, productivity and quality standards for the function and hold staff accountable to delivering on these metrics.


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Bringing a fresh perspective and unique background, help identify and implement best practices and process improvements across the Financial Reporting Function for both internal and external partners.


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Help coordinate platform enhancement roll outs with internal staff and clients.

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As an experienced and effective communicator, you will build positive relationships with internal business partners and will periodically engage in client interactions to support Financial Reporting Managers.


The Expertise and Skills You Bring

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Bachelors Degree

*

5-7 Years Professional Experience

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Management Experience

Proven leader, successful in coaching, energizing and empowering high-performing teams in a fast-paced environment

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Demonstrated ability to develop and execute innovative approaches to achieve strategic and operational business goals while navigating complex organizational issues

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Ownership of key talent management processes including hiring, on boarding, goal setting, performance reviews and other talent development activities

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Outstanding critical thinking, problem solving, decision-making, and analytical skills

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Outstanding relationship management, interpersonal and communication skills with which you build and maintain strong cross-functional partnerships and relationships at all levels of the organization

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Presentation skills

Periodically interacting with our sales team and our prospective clients with product demonstrations and assisting with client RFP questions.

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Client Service Experience


Acting as an escalation point and uses broad book of business knowledge to provide support for the issues at hand.


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Knowledge of accounting regulations for Equity Compensation (ASC718, ASC260)

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SEC Reporting Experience

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CEP Designation a plus (Certified Equity Professional)

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Oracle Business Intelligence (OBI) or database experience

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Excel/Access expertise

The Team

Be a part of the organization that helps service our Fidelity Stock Plan Services (SPS) Financial Reporting clients Our team supports roughly 450 Corporate clients in delivering monthly and quarterly reporting to support accounting and SEC reporting requirements as it relates to equity compensation.

Your team serves as the clients primary support for SPS financial reporting offering, with each team member having a client base of typically 20

25 public and private companies consisting across all segments (Emerging, Mid, Large and Strategic).

The team is responsible for the processing and reporting of their clients financial reporting data according to the client defined reporting schedule.

The team works with their clients to establish, implement, execute, and supervise ad-hoc requests for support and analysis. The identification and development of process benchmarks and standard methodologies across the client base are important to client delivery.

The team will train client contacts to use Plan Sponsor Workstation (PSW) and its functionality such as SPS reporting, including customized reporting dashboards, as well as Team Workspace.

The team is highly engaged with client contacts and builds long term relationships to provide end to end service delivery.




Certifications:



Company Overview
At Fidelity Investments, our customers are at the heart of everything we do.

As a privately held company with a rich 75-year history, our mission has remained the same since our founding:
*to strengthen the financial well-being of our clients
*.

We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us
At Fidelity, youll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.

You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.

And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning and growth so you can build the career youve always imagined.

We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to
Find Your Fidelity at .
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.

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 Leave of Absence/Accommodation Team by sending an email to accommodations , or by calling , prompt 2, option 2.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change.

As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.


*This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind
Benefits for your whole life

thats what youll find at Fidelity.
Youll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive

both in and outside of work.

Family Programs

  • Adoption assistance
  • Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

Wellness Programs

  • Dependent care flexible spending (FSA)
  • On-site health & wellness centers

Retirement Planning

  • 401(k): pre-tax and/or Roth

Health & Insurance

  • Medical coverage
  • Dental & Vision coverage

Education Benefits

  • Step Ahead student loan assistance
helping you pay down your loans so you can save on interest, with up to $10K in contributions

  • Tuition reimbursement program
  • Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
  • Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.

*
  • As of March 2019.

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working.

And we e

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