Financial Reporting Analyst - Stock Plan Services

Fidelity Investments Inc.; Covington (KY); On-site; USD 70,000 - 95,000; Full time

Job summary

Fidelity Investments Inc. seeks a Financial Reporting professional to serve SPS clients with end-to-end reporting support. You will train clients on PSW, manage data, and help transition reporting from legacy providers to Fidelity systems.

You will collaborate with SPS Product Development and Operations, ensuring accurate delivery during peak cycles and providing thorough reporting modifications as needed.

Qualifications

• Bachelor's degree or equivalent experience preferred.
• 3-5 years of Accounting/Finance or stock plan administration experience.
• Excel and Access skills required.
• CEP level 1 encouraged.
• Strong multitasking and quick-thinking abilities.
• Positive, proactive team player with cross-group collaboration.
• Proficiency in MS Word, Excel, PowerPoint and Outlook.
• Strong communication and organizational skills.

Responsibilities

• Support SPS financial reporting for a defined client base.
• Process and report client financial data per reporting schedules.
• Train clients on PSW functions and customized dashboards.
• Participate in transitioning client data from legacy providers to Fidelity SPS.
• Assist with testing efforts for SPS financial team.
• Ensure accurate reporting during peak monthly/quarterly cycles.
• Collaborate with SPS Operations and Client Service Managers on full-service stock plan administration.
• Support product and technology partners on major enhancements.

Skills

Accounting/Finance

Stock Plan Admin

Excel

Access

CEP (1) encouraged

Multi-tasking

Team collaboration

MS Office proficiency

Education

Bachelor's degree or equivalent experience

Tools

Plan Sponsor Workstation (PSW)

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

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 spanning 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. 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 client’s 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

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.

Fidelity’s 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:

Operations

Please be advised that Fidelity’s 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.