Financial Reporting Analyst - Stock Plan Services

Fidelity Investments•Salt Lake City, UT

About The Position

The Financial Reporting Analyst supports the Fidelity Stock Plan Services (SPS) Financial Reporting team and serves as primary support for a defined client base, typically 20–25 public companies across emerging, mid-sized, large, and strategic segments. The role processes and reports client financial-reporting data according to established schedules and works with clients to establish, implement, execute, and supervise ad hoc support and analysis. It also develops process benchmarks and standard methodologies to support consistent client delivery. The analyst trains client contacts to use Plan Sponsor Workstation (PSW) and its functionality, including SPS reporting, customized reporting dashboards, and Team Workspace. The role participates in operational aspects of the reporting process, from scheduled client reporting to ad hoc report development, including fee-for-service projects. It also supports migration of client reporting information from legacy providers to Fidelity’s Stock Plan Administration system and assists with testing coordinated by SPS Product Development. The position works with SPS Operations, Client Service Managers, Implementation, Account Management, Product, and Technology partners. Responsibilities include accurate reporting during monthly and quarterly peak periods, supporting product improvements and new features, advising clients on solution-based financial report modifications in PSW, and maintaining data for process measures and reporting. Fidelity is transitioning toward a full-time onsite working model through a phased regional and role-based rollout; onsite expectations vary and may evolve.

Requirements

3–5 years of experience in Accounting/Finance, Financial Services, and/or Stock Plan Administration.
Excel and Access skills.
Proficiency in Microsoft Office software, including Word, Excel, PowerPoint, and Outlook.
Strong operational and project management skills.
Proven success developing presentations and reporting.
Very strong verbal and written communication skills.
Strong organizational skills and attention to detail.
Ability to multitask and react and think quickly.
A proactive, self-starting approach with a strong sense of ownership and involvement.
Flexibility to work overtime if needed.
Positive, can-do demeanor and willingness to work across groups.
Ability to provide a high level of support and work as a team player.

Nice To Haves

Bachelor’s degree or equivalent experience preferred.
Certified Equity Professional (CEP) Level 1 encouraged.

Responsibilities

Serve as primary support for a defined client base for SPS financial reporting.
Process and report client financial-reporting data according to client-defined schedules.
Establish, implement, execute, and supervise ad hoc client support and analysis requests.
Identify and develop process benchmarks and standard methodologies across the client base.
Train client contacts to use Plan Sponsor Workstation (PSW), including SPS reporting, customized reporting dashboards, and Team Workspace.
Participate in operational aspects of reporting, including scheduled reporting and ad hoc report development, including fee-for-service projects.
Support implementation of client reporting information transferred from legacy providers to Fidelity’s Stock Plan Administration system.
Assist with the SPS financial team’s testing effort as coordinated by SPS Product Development.
Deliver complete and accurate reporting during monthly and quarterly peak reporting cycles.
Partner with SPS Operations and SPS Client Service Managers to deliver exception full-service stock plan administration.
Work with SPS Product and Technology partners on product improvements and prepare the business to support new features and functionality.
Advise clients on solution-based financial report modifications within PSW’s financial section.
Craft and maintain required data for process measures and reporting.