Posted 8 days ago
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**Financial Reporting Analyst - Stock Plan Services** Key responsibilities: Serve as primary client support, process and report financial data, manage ad-hoc requests, train clients on Fidelity's Plan Sponsor Workstation (PSW) platform, establish process benchmarks, and assist in legacy migrations. Required skills and experience: Bachelor's degree or equivalent experience, 3-5 years in Accounting/Finance or Stock Plan Administration, proficiency in Excel and Access, Certified Equity Professional (CEP) level 1 encouraged. Strong multi-tasking, communication, and project management skills also required. seed keywords: Financial Reporting, Stock Plan Services, Client Support, Plan Sponsor Workstation (PSW), Excel, Access, Project Management.
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Full Job Description
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 clients primary support for SPS financial reporting offering, with a client base typically 20 - 25 public companies spanning across all segments (Emerging, Mid, Large and Strategic). In this capacity, you are responsible for the processing and reporting of their clients 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. You 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 Financial Reporting Manager 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).
You will be a key member, along with SPS Implementation and Account Management, to implement a clients reporting information from a legacy provider to the Fidelity Stock Plan Administration system. You 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 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
Fidelitys 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.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
OperationsPlease be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
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 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.
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