Financial Reporting Analyst, Stock Plan Services

Fidelity Investments•Westlake, TX

49d•Hybrid

About The 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 consisting 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. Analyst 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 Analyst 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). Analyst 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. 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.

Requirements

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
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

Nice To Haves

Certified Equity Professional (CEP) level 1 encouraged

Responsibilities

Serve as the client's primary support for SPS' financial reporting offering
Responsible for the processing and reporting of their client's financial reporting data according to the client defined reporting schedule
Work with their clients to establish, implement, execute, and supervise ad-hoc requests for support and analysis
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
Participate in all operational aspects of the reporting process; client developed scheduled reporting to ad-hoc report development (including fee for service projects)
Implement a client's reporting information from a legacy provider to the Fidelity Stock Plan Administration system
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