Financial Reporting Analyst, Stock Plan Services at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Bachelor's degree or equivalent experience preferred
3-5 years of Accounting/Finance, Financial Services and/or Stock Plan Administration experience
Excel and Access skills
Certified Equity Professional (CEP) level 1 encouraged
Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook)
Strong operational and project management skills
Proven success in developing presentations and reporting
Very strong verbal and written communication skills
Strong ability to multi-task, react and think quickly
Positive “can-do” demeanor and willingness to work across groups
Team player who provides a very high level of support
Passionate about details with strong communication and organizational skills
Self-starter with strong sense of ownership and proactive approach
Flexible enough to work overtime if needed

Responsibilities

Serve as the primary support for SPS’ financial reporting offering to a client base of 20-25 public companies
Process and report client’s financial reporting data according to the client-defined reporting schedule
Work with clients to establish, implement, execute, and supervise ad-hoc requests for support and analysis
Identify and develop process benchmarks and standard methodologies across the client base
Train client contacts to use Plan Sponsor Workstation (PSW) and its functionality, including customized reporting dashboards and Team Workspace
Build long-term relationships with client contacts to provide end-to-end service delivery
Participate in all operational aspects of the reporting process, from scheduled reporting to ad-hoc report development (including fee-for-service projects)
Assist in implementing a client’s reporting information from a legacy provider to the Fidelity Stock Plan Administration system, alongside SPS Implementation and Account Management
Provide assistance with overall testing efforts for the SPS financial team as coordinated by the SPS Product Development team
Provide complete and accurate reporting delivery during peak volumes of the monthly/quarterly reporting cycle
Partner with SPS Operations and SPS Client Service Managers to deliver exception full-service stock plan administration
Assist SPS Product and SPS Technology partners on major product improvements to ensure readiness for new features and functionalities
Act as client advisor regarding solution-based financial report modifications within the Plan Sponsor Workstation platform
Craft and maintain required data for process measures and reporting

Skills

Financial Reporting

Equity Compensation

Stock Plan Services

Client Reporting

Ad-hoc Analysis

Process Improvement

Plan Sponsor Workstation

PSW

Reporting Dashboards

Team Workspace

Data Processing

Client Relationship Management

Implementation

Testing

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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