Financial Reporting Manager – Stock Plan Services

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Financial Reporting Manager handling financial reporting for Fidelity’s Stock Plan Services. Engaging with clients to deliver financial data and reports while training them in tools like PSW.

Posted 7/14/2026full-timeMerrimack • Kentucky, New Hampshire, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial reporting, data processing, and client training, with a strong foundation in Accounting and Finance. Proficient in Excel and Access, with a focus on Stock Plan Administration and compliance.

Highest-signal resume keywords

Financial ReportingAccounting ExperienceExcel SkillsAccess SkillsCertified Equity Professional (CEP)

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Financial ReportingData ProcessingAccountingFinanceStock Plan Administration

Tools & Technologies

Plan Sponsor Workstation (PSW)

Certifications & Qualifications

Certified Equity Professional (CEP)

Industry Keywords

Financial Services

About the role

Key responsibilities & impact

Provide primary support for SPS’ financial reporting offering
Process and report client’s financial reporting data
Train client contacts to use Plan Sponsor Workstation (PSW)
Participate in all operational aspects of the reporting process

Requirements

What you’ll need

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

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off