FinOps Treasury Associate

Fidelity • Covington, KY

3d • Onsite

About The Position

The Role Bank Services and Reconciliation is responsible for 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. Accountable for maintaining and following controls to ensure organization meets established standards. Ability to get results by effectively communicating with internal and external business partners, including supporting the team lead and senior associates on corporate actions. Are flexible to the needs of the team daily and can expertly balance multiple priorities to help the team meet tight timeframes. Your responsibilities will involve working with several different business partners in numerous locations so you must 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) and 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 in support of Workplace Investing.
• Act as the primary contact for internal and external business partners on operational money movement issues.
• Work with internal business partners to ensure that potential risk factors are understood, and best practices are followed when carrying out money movement responsibilities.
• Maintain and follow controls to ensure organization meets established standards.
• Effectively communicate with internal and external business partners, including supporting the team lead and senior associates on corporate actions.
• Balance multiple priorities to help the team meet tight timeframes.
• Ensure that established controls are being followed when completing daily functions and when providing support to business partners.
• Proactive research, resolution, and reconciliation is a top priority due to high degree of risk, including significant financial and reputational exposure.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed