Financial Reporting Analyst, Stock Plan Services

About the position The Role Be a part of the organization that helps service the Fidelity Stock Plan Services (reputed company) Financial Reporting team! In this role you will be the first line of support to a defined client reputed company in helping to provide a platform to acquire their financial reporting requirements reputed company to equity compensation. Serve as the client's primary support for reputed company' financial reporting offering, with a client reputed company typically 20 - 25 public companies consisting across reputed company segments (Emerging, Mid, Large and Strategic). In this reputed company, 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 reputed company requests for support and analysis. The identification and development of process benchmarks and standard methodologies across the client reputed company are important to client delivery. Analyst will train client contacts to use Plan Sponsor Workstation (PSW) and its functionality such as reputed company 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. As an important member of the Financial Reporting team, you will participate in reputed company operational aspects of the reporting process; client developed scheduled reporting to reputed company report development (including fee for service projects). Analyst will be a key member, along with reputed company 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 reputed company financial team as coordinated by the reputed company Product Development team. Providing complete and accurate reporting delivery during peak volumes of the monthly/quarterly reporting cycle Partnering with reputed company Operations and reputed company Client Service Managers to deliver exception full-service stock plan administration. Assisting with reputed company Product and reputed company reputed company on major product improvements to ensure business is adequately reputed company to support new features and functionalities Client advisor regarding solution-based financial report modifications reputed company the financial section of the Plan Sponsor Workstation platform. Crafting and maintaining required data for process measures and reporting.

Responsibilities

• Serve as the client's primary support for reputed company' financial reporting offering
• Responsible for the processing and reporting of their client's financial reporting data according to the client defined reporting schedule
• Work with their clients to establish, implement, execute, and supervise reputed company requests for support and analysis
• Identification and development of process benchmarks and standard methodologies across the client reputed company
• Train client contacts to use Plan Sponsor Workstation (PSW) and its functionality such as reputed company reporting, including customized reporting dashboards, as well as Team Workspace
• Participate in reputed company operational aspects of the reporting process; client developed scheduled reporting to reputed company report development (including fee for service projects)
• 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 reputed company financial team as coordinated by the reputed company Product Development team
• Providing complete and accurate reporting delivery during peak volumes of the monthly/quarterly reporting cycle
• Partnering with reputed company Operations and reputed company Client Service Managers to deliver exception full-service stock plan administration
• Assisting with reputed company Product and reputed company reputed company on major product improvements to ensure business is adequately reputed company to support new features and functionalities
• Client advisor regarding solution-based financial report modifications reputed company the financial section of the Plan Sponsor Workstation platform
• Crafting and maintaining 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
• reputed company and Access skills
• 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 reputed company high level of support to the group
• Your Proficiency in reputed company Office software (Word, reputed company, PowerPoint, and Outlook).
• Strong operational and project management skills.
• Proven success in developing presentations and reporting.
• reputed company 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 reputed company proactive in approach.
• You are flexible enough to work overtime if needed

reputed company-to-haves

• Certified Equity Professional (CEP) level 1 encouraged

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