Financial Reporting Analyst - Stock Plan Services

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 acquire their financial reporting requirements related to equity compensation.

Responsibilities

Serve as the client's primary support for SPS' financial reporting offering, with a client base typically 20 - 25 public companies; Process and report client 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) including customized reporting dashboards and Team Workspace; Participate in all operational aspects of the reporting process, from client scheduled reporting to ad-hoc report development (including fee for service projects); Implement a client's reporting information from a legacy provider to the Fidelity Stock Plan Administration system; Assist with overall testing effort for the SPS financial 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; Advise clients on solution-based financial report modifications within the Plan Sponsor Workstation platform; Craft and maintain required data for process measures and reporting

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; Strong ability to multi-task, react and think quickly; Positive can-do demeanor and willingness to work across groups; Team player who consistently provides a very high level of support to the group; 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; Passionate about the details with strong communication and organizational skills; Self-starter with strong sense of ownership and proactive approach; Flexible enough to work overtime if needed

Nice to have

Certified Equity Professional (CEP) level 1 encouraged