Financial Reporting Analyst - Stock Plan Services

Fidelity•Salt Lake, UT

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-sized, large, and strategic segments. The role processes and reports client financial-reporting data according to client-defined schedules and helps clients establish, implement, execute, and oversee ad hoc support and analysis requests. It also contributes to developing process benchmarks and standardized methodologies across the client base. The analyst trains client contacts to use Plan Sponsor Workstation (PSW), including SPS reporting, customized reporting dashboards, and Team Workspace. The role participates in operational reporting activities, from scheduled client reporting to ad hoc report development and fee-for-service projects. In partnership with SPS Implementation and Account Management, the analyst 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 delivers accurate reporting during peak monthly and quarterly cycles, partners with SPS Operations and SPS Client Service Managers, supports product improvements with SPS Product and Technology partners, advises clients on financial-report modifications within PSW, and maintains data for process measures and reporting. Fidelity is transitioning to 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.
Success developing presentations and reporting.
Very strong verbal and written communication skills.
Strong attention to detail, communication, and organizational skills.
Ability to multitask and react and think quickly.
A proactive, self-starting approach and strong sense of ownership and involvement.
Willingness and flexibility to work overtime if needed.
A positive, can-do demeanor and willingness to work across groups.
Ability to provide a high level of support as a team player.

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