Financial Reporting Analyst - Stock Plan Services

Fidelity Investments•Covington, KY

About The Position

The Financial Reporting Analyst supports Fidelity Stock Plan Services (SPS) Financial Reporting and serves as the primary support contact for a defined client base, typically 20–25 public companies across emerging, mid, large, and strategic segments. The role processes and reports client financial reporting data according to defined schedules and establishes, implements, executes, and supervises ad-hoc support and analysis requests. It also develops process benchmarks and standard methodologies and trains client contacts to use Plan Sponsor Workstation (PSW), including SPS reporting, customized dashboards, and Team Workspace. The analyst participates in operational aspects of the reporting process, from scheduled client reporting to ad-hoc report development, including fee-for-service projects. In coordination with SPS Implementation and Account Management, the role helps transition client reporting information from legacy providers to Fidelity’s Stock Plan Administration system and assists with testing coordinated by SPS Product Development. The position also partners with SPS Operations, Client Service Managers, Product, and Technology teams to support accurate reporting, client service, product improvements, and new functionality. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite expectations vary by role and location and may evolve; this transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position.

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.
Demonstrated success developing presentations and reports.
Very strong verbal and written communication skills.
Strong organizational skills and attention to detail.
Ability to multitask and react and think quickly.
Proactive self-starter with a strong sense of ownership and involvement.
Positive, can-do demeanor and willingness to work across groups.
Team-oriented approach and consistent delivery of a high level of support.
Flexibility to work overtime if needed.

Nice To Haves

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

Responsibilities

Serve as the primary support contact for clients using SPS financial reporting services.
Process and deliver client financial reporting data according to client-defined reporting 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 dashboards, and Team Workspace.
Participate in operational reporting activities, including scheduled reporting and ad-hoc report development and fee-for-service projects.
Help implement client reporting information from legacy providers into Fidelity’s Stock Plan Administration system, partnering with SPS Implementation and Account Management.
Assist with financial team testing coordinated by SPS Product Development.
Deliver complete and accurate reports during peak monthly and quarterly 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 in the financial section of the PSW platform.
Create and maintain required data for process measures and reporting.