Job Description: The Role 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. 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. <ul> <li>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). </li> <li>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. </li> <li>Providing complete and accurate reporting delivery during peak volumes of the monthly/quarterly reporting cycle </li> <li>Partnering with SPS Operations and SPS Client Service Managers to deliver exception full-service stock plan administration. </li> <li>Assisting with SPS Product and SPS Technology partners on major product improvements to ensure business is adequately prepared to support new features and functionalities </li> <li>Client advisor regarding solution-based financial report modifications within the financial section of the Plan Sponsor Workstation platform. </li> <li>Crafting and maintaining required data for process measures and reporting. </li> </ul>The Expertise and Skills You Bring <ul> <li>Bachelor's degree or equivalent experience preferred </li> <li>3-5 years of Accounting/Finance, Financial Services and/or Stock Plan Administration experience </li> <li>Excel and Access skills </li> <li>Certified Equity Professional (CEP) level 1 encouraged </li> <li>Your strong ability to multi-task, react and think quickly </li> <li>You bring a Positive u201Ccan-dou201D demeanor and a willingness to work across groups to get the job done </li> <li>You are a team player who will consistently provide a very high level of support to the group </li> <li>Your Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook). </li> <li>Strong operational and project management skills. </li> <li>Proven success in developing presentations and reporting. </li> <li>Very strong verbal and written communication skills. </li> <li>You are passionate about the details and possess strong communication and organizational skills. </li> <li>You're a Self-starter with strong sense of ownership and involvement is essential. Must be very proactive in approach. </li> <li>You are flexible enough to work overtime if needed </li> </ul>The Team 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 , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. 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 Accommodation Team by sending an email to accommodations@fmr.com .

Job Description: The Role Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role you will prepare the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Products in scope may include BDCs, Limited Partnerships and REITs with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity's Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners. The Expertise and Skills You Bring <ul><li>Bachelor's degree expected</li><li>3+ years of financial services experience with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products</li><li>Working experience using Geneva platform for partnership accounting and reporting preferred</li><li>Accounting and operational knowledge for alternative asset classes (e.g., commodities, real estate, private debt, private equity, distressed securities, derivatives, cryptocurrencies)</li><li>Knowledge of US GAAP financial reporting standards for non-registered investment partnerships and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements</li><li>Experience preparing financial statements and related content for 10-K and 10-Q filings for products structured as BDCs, ETPs or REITs</li><li>Ability to effectively collaborate with all levels of staff and business partners to recommend changes to systems, processes, responsibilities, reporting, etc.</li><li>Strong computer and application skills, including Microsoft Office applications</li><li>Familiarity with data analysis and visualization tools (e.g., Tableau)</li></ul> The Team In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity's current and future success! Certifications: Category: Investment Operations Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Job Description: The Role
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.
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.<ul><li>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).</li><li>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.</li><li>Providing complete and accurate reporting delivery during peak volumes of the monthly/quarterly reporting cycle</li><li>Partnering with SPS Operations and SPS Client Service Managers to deliver exception full-service stock plan administration.</li><li>Assisting with SPS Product and SPS Technology partners on major product improvements to ensure business is adequately prepared to support new features and functionalities</li><li>Client advisor regarding solution-based financial report modifications within the financial section of the Plan Sponsor Workstation platform.</li><li>Crafting and maintaining required data for process measures and reporting.</li></ul>
The Expertise and Skills You Bring<ul><li>Bachelor's degree or equivalent experience preferred</li><li>3-5 years of Accounting/Finance, Financial Services and/or Stock Plan Administration experience</li><li>Excel and Access skills</li><li>Certified Equity Professional (CEP) level 1 encouraged</li><li>Your strong ability to multi-task, react and think quickly</li><li>You bring a Positive \u201Ccan-do\u201D demeanor and a willingness to work across groups to get the job done</li><li>You are a team player who will consistently provide a very high level of support to the group</li><li>Your Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook).</li><li>Strong operational and project management skills.</li><li>Proven success in developing presentations and reporting.</li><li>Very strong verbal and written communication skills.</li><li>You are passionate about the details and possess strong communication and organizational skills.</li><li>You're a Self-starter with strong sense of ownership and involvement is essential. Must be very proactive in approach.</li><li>You are flexible enough to work overtime if needed</li></ul>
The Team
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 <div class="anchor-hijack" style="display: inline"><a href="\u0022https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm\u0022">Glassdoor Employees Choice Award</a></div>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. <div class="anchor-hijack" style="display: inline"><a href="\u0022https://jobs.fidelity.com/locations/#dw\u0022">Fidelity s hybrid working model</a></div> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <div class="anchor-hijack" style="display: inline"><a href="\u0022https://go.fidelity.com/h1vqtc\u0022">detailed in this document</a></div>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <div class="anchor-hijack" style="display: inline"><a href="\u0022https://jobs.fidelity.com/\u0022">fidelitycareers.com</a></div>. 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 Accommodation Team by sending an email to <div class="anchor-hijack" style="display: inline"><a href="\u0022mailto:accommodations@fmr.com\u0022">accommodations@fmr.com</a></div>.

Reporting Analyst Jobs in Merrimack, NH

Financial Reporting Analyst
November 5, 2024

Financial Reporting Analyst Shareholder Reporting
November 5, 2024

Financial Reporting Analyst
November 2, 2024

Financial Reporting Analyst Shareholder Reporting
October 29, 2024

Financial Reporting Analyst
October 25, 2024

Financial Reporting Analyst Shareholder Reporting
October 23, 2024

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Reporting Analyst Jobs in Merrimack, NH

Financial Reporting AnalystNovember 5, 2024

Financial Reporting Analyst Shareholder ReportingNovember 5, 2024

Financial Reporting AnalystNovember 2, 2024

Financial Reporting Analyst Shareholder ReportingOctober 29, 2024

Financial Reporting AnalystOctober 25, 2024

Financial Reporting Analyst Shareholder ReportingOctober 23, 2024