What are the responsibilities and job description for the Financial Reporting Analyst position at Fidelity Investments?
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.
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
Category:
Operations
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 every other week (all business days, M-F) in a Fidelity office.
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.
- 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 “can-do” 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
Category:
Operations
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 every other week (all business days, M-F) in a Fidelity office.
