Financial Reporting Specialist

7 days ago


Westlake, Ohio, United States Fidelity TalentSource LLC Full time
Job Overview
Fidelity TalentSource LLC seeks a highly skilled Financial Reporting Specialist to join our team. In this role, you will be responsible for reviewing registration statements and other reporting requirements for Fidelity's U.S. operations. As a Financial Reporting Specialist, you will utilize your analytical skills and attention to detail to ensure the accuracy and completeness of your assigned documents and filings.

About the Role
The ideal candidate will have 5+ years of financial services experience with a mutual fund operation, with a focus on legal regulatory reporting. Prior experience with regulatory and/or financial reporting is preferred. You will work closely with the Treasurer's office, the Legal Department, Product Development, and Governance to ensure accurate and timely reporting requirements.

The Skills You Bring

A bachelor's degree or higher in finance or a business equivalent field is required. You should also possess strong computer and application skills, including MS Office Suite. Experience with data manipulation, Power BI, and dashboard manipulation is a plus.

  • Bachelor's degree or higher (Finance or business equivalent field).
  • 5+ years of financial services experience with a mutual fund operation with a focus on legal regulatory reporting.
  • Prior experience with regulatory and/or financial reporting preferred.
  • Data manipulation, Power BI, dashboard manipulation experience a plus.

About the Team
We are a collaborative team that works together to ensure the accuracy and timeliness of regulatory reporting documents. We prioritize flexibility and adaptability in a fast-paced work environment. If you are a motivated and detail-oriented individual who excels in a team setting, we encourage you to apply.

Salary Range
$85,000 - $110,000 per year, depending on experience.

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