Posted 2 days ago
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**FinOps HW Analytics Business Analyst** Support Fidelity's Health and Welfare billing processes. Key responsibilities include: - Inactive billing process support (NMI, invoicing, deductions, payments) - Production support (file validations, issue handling, account research, release testing) - Project & initiative support (HW project scoping, CA/COM initiatives, strategic enhancements) - Reporting & audit support (client requests, PWC/audit assistance, monthly reporting) - Additional duties like AE support and year-end processing Bring 5-7 years' experience, 2+ years as a data analyst, plus SQL and MS Office proficiency. Health and Welfare, and relevant Fidelity system experience a plus. Thrive in fast-paced, deadline-driven environments and showcase strong analytical, problem-solving, and communication skills.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
HW Inactive Billing Process Support:
Support NMI, invoicing, term for non-payment, ABW deductions, one-time payments, pension deductions, lockbox payment processing, refund processing, and payroll arrears.
Production Support
Perform file validations
Identify and report issues; open Jira requests or incidents
Assist associates with account research; raise Jira requests as needed
Support AR/FABS releases including UAT and PPV testing
Run daily status reports (DSRs) and submit SNOW tickets for workaround support
Project and Initiative Support
Health and Welfare project scoping
Business Analyst support for CA/COM initiatives
Support for strategic initiatives and enhancements
Support new client implementations and deconversions
Recommend and submit process improvement and system enhancement requests
Reporting and Audit Support
Respond to CSM and client requests for AR and FABS data
Support PWC and internal audit requests
Prepare and deliver monthly inactive billing process reporting
Additional Responsibilities
Process billing statement requests
Execute monthly term processes for payroll arrears clients
Provide AE support
Support year-end processing activities
The Expertise and Skills You Bring
5-7 years experience within a professional, fast-paced, corporate environment, preferably in the financial services industry. At least 2 years experience as a data analyst
Health and Welfare experience is preferred but not required
Experience with applicable Fidelity System Applications (Oracle Accounts Receivable/FABS, HOBS, FHB, XTRAC, Net Benefits) is preferred but not required
Working proficiency of SQL and Microsoft Office products (Word, Excel, Outlook, Access)
Ability to successfully execute a task and move onto the next job function in a fast-paced, deadline-oriented environment
Exhibit strong analytical and problem-solving skills
Strong written and verbal communication skills
The Team
You will be part of a team with 10 associates, where you will work closely with other HW specialized associates in Merrimack and Raleigh. You will also be working closely with members of the client service teams and HW Operations team to resolve client and participant issues. Given the high degree of risk, including considerable financial and reputational exposure, proactive research, issue resolution and reconciliation skills are top priorities.
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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