FinOps Treasury Associate

Fidelity Investments•Covington, KY

5d•Onsite

About The Position

Bank Services and Reconciliation is responsible for the execution, reconciliation, and monitoring of multi-billion dollars of daily money movement in support of Workplace Investing. The team acts as the primary contact for internal and external business partners on operational money movement issues. In addition, the team works with internal business partners to ensure that potential risk factors are understood, and best practices are followed when carrying out money movement responsibilities. The role is accountable for maintaining and following controls to ensure the organization meets established standards. This position requires the ability to get results by effectively communicating with internal and external business partners, including supporting the team lead and senior associates on corporate actions. The role also requires flexibility to the needs of the team daily and the ability to expertly balance multiple priorities to help the team meet tight timeframes. Responsibilities will involve working with several different business partners in numerous locations, requiring the candidate to be highly motivated, self-directed, and an independent problem solver with attention to detail.

Requirements

One to three years’ experience within a professional, fast-paced, corporate environment, preferably in the financial services industry.
Defined Benefits knowledge.
Experience and confirmed understanding of applicable Fidelity System Applications (Omnipay, XTRAC, Disc Recon).
Experience with Microsoft Office products (Word, Excel, Outlook).
Ability to successfully execute a task and move onto the next job function in a fast-paced and deadline-oriented environment.
Excellent time management skills.
Strong analytical and problem-solving skills.
Excellent written and verbal communication skills.
Experience working independently while also ensuring team goals are being met.

Responsibilities

Execution, reconciliation, and monitoring of multi-billion dollars of daily money movement.
Acting as the primary contact for internal and external business partners on operational money movement issues.
Working with internal business partners to ensure potential risk factors are understood and best practices are followed.
Maintaining and following controls to ensure the organization meets established standards.
Effectively communicating with internal and external business partners.
Supporting the team lead and senior associates on corporate actions.
Balancing multiple priorities to help the team meet tight timeframes.
Executing and researching high value money movements that impact clients or customers and carry a high degree of risk.
Ensuring established controls are being followed when completing daily functions and when providing support to business partners.
Exercising strong technical, analytical, problem solving and decision-making skills to meet expectations and resolve issues within defined timeframes and guidelines.