Financial Reporting Analyst

6 days ago

Merrimack, United States Fidelity TalentSource LLC Full time



Job Description:

The Role

Be a part of the organization that helps service the Fidelity Stock Plan Services (SPS) Financial Reporting team In this role you will be the first line of support to a defined client base in helping to provide a platform to acquire their financial reporting requirements related to equity compensation.

Serve as the client s primary support for SPS financial reporting offering, with a client base typically 20 - 25 public companies consisting across all segments (Emerging, Mid, Large and Strategic). In this capacity, you are responsible for the processing and reporting of their client s financial reporting data according to the client defined reporting schedule. You will work 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. Analyst 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 Analyst is highly engaged with client contacts and builds long term relationships to provide end to end service delivery.

  • As an important member of the Financial Reporting team, you will participate in all operational aspects of the reporting process; client developed scheduled reporting to ad-hoc report development (including fee for service projects).

  • Analyst will be a key member, along with SPS Implementation and Account Management, to implement a client s reporting information from a legacy provider to the Fidelity Stock Plan Administration system. Provide assistance with the overall testing effort for the SPS financial team as coordinated by the SPS Product Development team.

  • Providing complete and accurate reporting delivery during peak volumes of the monthly/quarterly reporting cycle

  • Partnering with SPS Operations and SPS Client Service Managers to deliver exception full-service stock plan administration.

  • Assisting with SPS Product and SPS Technology partners on major product improvements to ensure business is adequately prepared to support new features and functionalities

  • Client advisor regarding solution-based financial report modifications within the financial section of the Plan Sponsor Workstation platform.

  • Crafting and maintaining required data for process measures and reporting.

The Expertise and Skills You Bring

  • Bachelor's degree or equivalent experience preferred

  • 3-5 years of Accounting/Finance, Financial Services and/or Stock Plan Administration experience

  • Excel and Access skills

  • Certified Equity Professional (CEP) level 1 encouraged

  • Your strong ability to multi-task, react and think quickly

  • You bring a Positive \u201Ccan-do\u201D demeanor and a willingness to work across groups to get the job done

  • You are a team player who will consistently provide a very high level of support to the group

  • Your Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook).

  • Strong operational and project management skills.

  • Proven success in developing presentations and reporting.

  • Very strong verbal and written communication skills.

  • You are passionate about the details and possess strong communication and organizational skills.

  • You're a Self-starter with strong sense of ownership and involvement is essential. Must be very proactive in approach.

  • You are flexible enough to work overtime if needed

The Team

Fidelity s SPS provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation rights and performance plans.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission 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, you ll 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. Honored with a

Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity s 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.

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,

detailed in this document , 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.

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 Accommodation Team by sending an email to

accommodations@ .

  • Financial Reporting Analyst

    3 weeks ago

    Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly skilled Financial Reporting Analyst to join our Shareholder Reporting team. As a key member of our team, you will be responsible for preparing and delivering high-quality financial reports to our customers and regulatory bodies.The ideal candidate will have a strong background in financial services, with experience in...

  • Financial Reporting Analyst

    2 weeks ago

    Merrimack, United States Fidelity TalentSource LLC Full time

    Job Description:The Role Be a part of the organization that helps service the Fidelity Stock Plan Services (SPS) Financial Reporting team! In this role you will be the first line of support to a defined client base in helping to provide a platform to acquire their financial reporting requirements related to equity compensation. Serve as the client s primary...

  • Financial Analyst

    3 weeks ago

    Merrimack, New Hampshire, United States Raven Ridge Full time

    Financial Analyst Job DescriptionRaven Ridge is seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you will play a crucial role in driving financial results through data-driven insights and analysis.Key Responsibilities:Prepare financial plans, analyze actual results, and report findings to leadership.Collaborate with leadership to...

  • Financial Reporting Analyst, Shareholder Reporting

    5 days ago

    Merrimack, United States Fidelity TalentSource LLC Full time

    Job Description:The Role Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products?\u00A0 In this role you will prepare the production of financial reports to ensure accuracy and compliance with regulatory, product-specific...

  • Financial Reporting Specialist

    1 month ago

    Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly skilled Financial Reporting Specialist to join our Shareholder Reporting team. As a key member of our team, you will be responsible for preparing and delivering high-quality financial reports to our customers and regulatory bodies.The ideal candidate will have a strong background in financial services, with experience...

  • Financial Reporting Specialist

    3 weeks ago

    Merrimack, New Hampshire, United States Fidelity Investments Full time

    Job SummaryWe are seeking a skilled Financial Reporting Specialist to join our Shareholder Reporting team at Fidelity Investments. As a key member of our operations-focused team, you will be responsible for preparing and delivering high-quality financial reports to ensure accuracy and compliance with regulatory and product-specific requirements.About the...

  • Director of Financial Reporting

    1 month ago

    Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

    Job Description:The Director, Alts Shareholder Reporting, Financial Statements Production role is responsible for leading a team that delivers accurate and timely financial reports to investors across a growing number of products with diverse structures, asset classes, and investment strategies.The role will ensure Fidelity's regulatory filings, including...

  • Director of Financial Reporting

    2 weeks ago

    Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleAre you a seasoned leader with a passion for financial reporting? Do you have a strong background in managing teams and delivering high-quality results? We are seeking a Director, Shareholder Financial Reporting to join our team at Fidelity Investments. As a key member of our Fund Administration domain, you will be responsible for...

  • Director, Financial Reporting Operations

    3 weeks ago

    Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

    Job OverviewFidelity Investments is seeking a seasoned professional to lead our Shareholder Reporting team as Director, Alts Shareholder Reporting, Financial Statements Production. This role will oversee the production and delivery of accurate, timely financial reports to investors across a growing portfolio of alternative investment products.Key...

  • Analyst, Shareholder Reporting

    2 months ago

    Merrimack, United States Fidelity TalentSource LLC Full time

    Job Description:The Role Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products?\u00A0 In this role you will prepare the production of financial reports to ensure accuracy and compliance with regulatory, product-specific...

  • Analyst, Shareholder Reporting

    4 weeks ago

    Merrimack, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleAre you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products?\u00A0 In this role you will prepare the production of financial reports to ensure accuracy and compliance with regulatory, product-specific...

  • Senior Financial Analyst

    3 weeks ago

    Merrimack, New Hampshire, United States Connection Full time

    OverviewAt Connection, we're dedicated to helping our customers navigate the complex world of IT. As a Senior Financial Analyst - Services and Solutions, you'll play a critical role in driving our financial planning and analysis efforts, ensuring we're making informed decisions that drive business growth and success.ResponsibilitiesDevelop and maintain...

  • Senior Manager, Financial Reporting

    3 weeks ago

    Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleWe are seeking a highly skilled Senior Manager to join our Shareholder Reporting team. As a Senior Manager, you will be responsible for preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards.Our team is...

  • Senior Financial Analyst, FP&A, FAST Labs

    2 weeks ago

    Merrimack, New Hampshire, United States BAE Systems USA Full time

    **Job Description**At BAE Systems USA, we are seeking a highly skilled Financial Analyst to join our Planning and Analysis team. As a trusted business partner, we deliver information and innovative solutions to support decision-making and drive business growth. Our team is committed to employee growth and development, offering opportunities for career...

  • Financial Crimes Surveillance Analyst

    4 weeks ago

    Merrimack, United States Fidelity TalentSource LLC Full time

    Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Crimes Surveillance Analyst to work in Merrimack, NH! The Financial Crimes-Anti-Money Laundering Surveillance group plays a vital role in helping the firm meet its overall Anti-Money Laundering Compliance...

  • Sr. Manager, Alts Financial Reporting

    2 days ago

    Merrimack, United States Fidelity TalentSource LLC Full time

    Job Description: The Role Are you interested in joining a collaborative, operations-focused team? Do you have solid understanding and experience preparing or auditing financial statements for alternative investment products? In this role the Senior Manager, Shareholder Reporting will prepare, review, and coordinate the production of financial reports to...

  • Sr. Manager, Alts Financial Reporting

    2 months ago

    Merrimack, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleAre you interested in joining a collaborative, operations-focused team? Do you have solid understanding and experience preparing or auditing financial statements for alternative investment products? In this role the Senior Manager, Shareholder Reporting will prepare, review, and coordinate the production of financial reports to ensure...

  • Director, Alts Shareholder Reporting, Financial Statements Production

    3 weeks ago

    Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

    Job Title: Director, Alts Shareholder Reporting, Financial Statements ProductionJob Summary:We are seeking a highly experienced and skilled Director to lead our Alts Shareholder Reporting, Financial Statements Production team. The successful candidate will have a strong background in financial reporting, with a focus on alternative investments. They will be...

  • Alts Shareholder Reporting, Financial Statements Production

    2 months ago

    Merrimack, United States Fidelity TalentSource LLC Full time

    Job Description: The Role Are you interested in leading both people and process on a developing operational team? Do you have a strong knowledge of financial reporting requirements for private partnerships following investment company GAAP? The Director, Alts Shareholder Reporting, Financial Statements Production role manages a team that delivers accurate,...

  • Director, Alts Shareholder Reporting, Financial Statements Production

    3 weeks ago

    Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

    Job Description:The Director, Alts Shareholder Reporting, Financial Statements Production role is responsible for leading a team that delivers accurate and timely financial reports to investors across a growing number of products with diverse structures, asset classes, and investment strategies. The role will ensure Fidelity's regulatory filings, including...