Financial Reporting Analyst
1 month ago
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 fidelitycareers.com.
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@fmr.com.
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