Financial Reporting Manager - Stock Plan Services

Fidelity Investments; Covington (KY); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments’ Stock Plan Services (SPS) Financial Reporting team seeks a detail-oriented professional to serve as the first line of support for a defined client base, helping them acquire their financial reporting requirements related to equity compensation.

You will train client contacts on Plan Sponsor Workstation (PSW) and Team Workspace, manage reported data for 20–25 public companies, and collaborate with SPS Implementation and Account Management to ensure accurate, timely reporting.

Qualifications

• 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.
• CEP level 1 encouraged.
• Strong multitasking, react and think quickly.
• Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook).
• Strong communication and organizational skills.
• Team player with high level of support to the group.
• Self-starter with ownership and proactive approach.

Responsibilities

• 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.
• Participate in reporting from scheduled to ad-hoc report development including migration from legacy providers.
• Train client contacts to use Plan Sponsor Workstation (PSW) and Team Workspace.
• Provide complete and accurate reporting during peak volumes of monthly/quarterly cycles.
• Partner with SPS Operations and SPS Client Service Managers to deliver full-service stock plan administration.
• Assist SPS Product and SPS Technology partners on major product improvements.
• Advise clients on report modifications within the PSW financial reporting module.
• Craft and maintain data for process measures and reporting.

Skills

Accounting/Finance experience

Excel

Access

CEP Level 1

Microsoft Office

Communication skills

Organization skills

Team player

Self-starter

Education

Bachelor's degree or equivalent experience

Tools

Plan Sponsor Workstation (PSW)

Team Workspace

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.