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 acquire their financial reporting requirements related to equity compensation.

The Expertise We’re Looking For

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

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, you are responsible for the processing and reporting of their client’s financial reporting data according to the client defined reporting schedule. You 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 important to client delivery. Analyst will train client contacts to use Plan Sponsor Workstation (PSW) and its 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

Your strong ability to multi-task, react and think quickly

You bring a Positive “can-do” demeanor and a willingness to work across groups to get the job done

You are a team player who will consistently provide a very high level of support to the group

Your 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.

You are passionate about the details and possess strong communication and organizational skills.

You're a Self-starter with strong sense of ownership and involvement is essential. Must be very proactive in approach.

You are flexible enough to work overtime if needed

The Value You Deliver

As an important member of the Financial Reporting 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 key member, along with SPS Implementation and Account Management, to implement a client’s reporting information from a legacy provider to the Fidelity Stock Plan Administration system. Provide assistance with the overall testing effort for the SPS financial 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 SPS Operations and SPS 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 Workstation 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.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.