Fidelity Investments

Financial Reporting Analyst

Fidelity Investments

full-time

Posted on:

Location Type: Hybrid

Location: Covington • Kentucky • New Hampshire • United States

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About the role

  • Serve as the client’s primary support for SPS’ financial reporting offering
  • Responsible for the processing and reporting of client’s financial reporting data
  • Work with clients to establish, implement, execute, and supervise ad-hoc requests for support and analysis
  • Train client contacts to use Plan Sponsor Workstation (PSW)
  • Assist with the overall testing effort for the SPS financial team
  • Partner with SPS Operations and SPS Client Service Managers

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
Benefits
  • Health insurance
  • 401(k) retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial reportingdata processingdata analysisExcelAccess
Soft Skills
client supporttrainingsupervisioncollaboration
Certifications
Certified Equity Professional (CEP) level 1