Financial Reporting Analyst

Fidelity Investments; Covington (KY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

An established industry player is seeking a Financial Reporting Analyst to join their dynamic team. This role involves supporting a defined client base of public companies and ensuring accurate financial reporting related to equity compensation. The ideal candidate will possess strong skills in Excel and Access, along with a background in Accounting or Finance. You'll have the opportunity to build long-term relationships with clients while collaborating with various teams to enhance reporting processes. If you are a proactive self-starter with excellent communication skills, this is a fantastic opportunity to grow your career in a supportive environment.

Qualifications

• 3-5 years in Accounting, Finance, or Stock Plan Administration.
• Proficiency in Excel and Access is essential.

Responsibilities

• Participate in operational aspects of the reporting process.
• Support implementation of client reporting information.
• Collaborate with product and technology teams.

Skills

Excel

Access

Accounting

Finance

Financial Services

Stock Plan Administration

Communication Skills

Organizational Skills

Multi-tasking

Proactive Approach

Education

Bachelor's Degree

Job description

Join to apply for the Financial Reporting Analyst role at Fidelity Investments.

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Join to apply for the Financial Reporting Analyst role at Fidelity Investments.

The Role

Job Description

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, helping to provide a platform to acquire their financial reporting requirements related to equity compensation.

Serve as the primary support for SPS’ financial reporting offerings, with a client base typically of 20-25 public companies across all segments. You will be responsible for processing and reporting their financial data according to the client’s schedule, working with clients to establish, implement, and support ad-hoc requests. Developing process benchmarks and standard methodologies is key. You will also train client contacts on using Plan Sponsor Workstation (PSW) and its functionalities, including customized dashboards and Team Workspace. Building long-term relationships with clients to ensure excellent service delivery is essential.

Responsibilities include:

• Participating in all operational aspects of the reporting process, from scheduled to ad-hoc reports.
• Supporting the implementation of client reporting information from legacy providers to Fidelity systems, including testing efforts.
• Ensuring accurate reporting during peak cycles.
• Partnering with SPS Operations and Client Service Managers for full-service stock plan administration.
• Collaborating with product and technology teams on product enhancements.
• Advising clients on report modifications within the platform.
• Maintaining data for process measures and reporting.

Required Skills and Qualifications:

• Bachelor's degree or equivalent experience preferred.
• 3-5 years in Accounting, Finance, Financial Services, or Stock Plan Administration.
• Proficiency in Excel and Access.
• Certified Equity Professional (CEP) Level 1 encouraged.
• Strong multi-tasking, quick reaction, and thinking skills.
• Positive attitude and team-oriented mindset.
• Excellent communication and organizational skills.
• Self-starter with ownership and proactive approach.
• Flexibility to work overtime if needed.

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

Fidelity’s SPS offers administration for various equity compensation programs, including stock options, RSUs, ESPPs, SARs, and performance plans.

Certifications

Category: Operations

Fidelity’s hybrid working model combines onsite and offsite work, typically requiring onsite presence every other week, Monday to Friday.

Seniorities and Employment Type

• Mid-Senior level
• Full-time

Job Function

• Accounting/Auditing and Finance