Fidelity Investments Job - 34500702 | CareerArc
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Company: Fidelity Investments
Location: Covington, KY
Career Level: Associate
Industries: Banking, Insurance, Financial Services

Description

Job Description:

Be a part of the organization that helps service the Fidelity Stock Plan Services (SPS) Financial Reporting team! In this role you will be the first line of support to a defined client base in helping to provide a platform to obtain their financial reporting requirements related to equity compensation.

The Expertise We're Looking For
  • Must have a bachelor's degree
  • 3-5 years of Accounting/Finance, Financial Services and/or Stock Plan Administration industry experience
  • Excel and Access skills
  • Certified Equity Professional (CEP) level 1 encouraged
The Purpose of Your Role

Serve as the client's primary support for SPS' financial reporting offering, with a client base typically 20 - 25 public companies consisting across all segments (Emerging, Mid, Large and Strategic). In this capacity the Analyst will lead all aspects of the processing and reporting of their client's financial reporting data according to the client defined reporting schedule. The Analyst will work with their clients to establish, implement, execute and supervise ad-hoc requests for support and analysis. The identification and development of process benchmarks and standard methodologies across the client base are essential to client delivery. Analyst will train client contacts to use Plan Sponsor Workstation (PSW) and it's functionality such as SPS reporting, including customized reporting dashboards, as well as Team Workspace. The Analyst is highly engaged with client contacts and builds long term relationships to provide end to end service delivery.

The Skills You Bring
  • Strong ability to multi-task, react and think quickly
  • Positive “can-do” demeanor and a willingness to work across groups to get the job done
  • Team player who will consistently provide a support to the group
  • Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook).
  • Strong operational and project management skills.
  • Shown success in developing presentations and reporting.
  • Strong verbal and written communication skills.
  • Very detail-oriented and possess strong communication and organizational skills.
  • Self-starter with strong sense of ownership and involvement is critical. Must be very proactive in approach.
  • Flexible enough to work overtime if needed
The Value You Deliver
  • As an important member of the team, you will participate in all operational aspects of the reporting process; client developed scheduled reporting to ad-hoc report development (including fee for service projects).
  • Analyst will be a crucial team member, along with Implementation and Account Management, to implement Financial Reporting information from a legacy provider to the Fidelity Stock Plan Administration system. Provide assistance with the overall testing effort for the SPS financial reporting team as coordinated by the SPS Product Development team.
  • Providing complete and accurate reporting delivery during peak volumes of the monthly/quarterly reporting cycle
  • Partnering with Operations and Client Service Managers to deliver exception full-service stock plan administration.
  • Assisting with SPS Product and SPS Technology partners on major product improvements to ensure business is adequately prepared to support new features and functionalities
  • Client advisor regarding solution-based financial report modifications within the financial section of the Plan Sponsor Work Station platform.
  • Crafting and maintaining required data for process measures and reporting.
How Your Work Impacts the Organization

Fidelity's SPS provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation rights and performance plans.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Certifications:

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.


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