Financial Reporting Manager - Stock Plan Services

About 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.

Responsibilities

• Serve as the client’s primary support for SPS’ financial reporting offering, with a client base typically 20 - 25 public companies spanning across all segments (Emerging, Mid, Large and Strategic).
• Process and report the financial reporting data according to the client defined reporting schedule.
• Work with clients to establish, implement, execute, and supervise ad-hoc requests for support and analysis.
• Identify and develop process benchmarks and standard methodologies across the client base to enhance client delivery.
• 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.
• Engage with client contacts to build long-term relationships and provide end-to-end service delivery.
• Participate in all operational aspects of the reporting process, including client-developed scheduled reporting and ad-hoc report development (including fee for service projects).
• Collaborate with SPS Implementation and Account Management to implement a client’s reporting information from a legacy provider to the Fidelity Stock Plan Administration system.
• Assist with the overall testing effort for the SPS financial team as coordinated by the SPS Product Development team.
• Provide assistance with complete and accurate reporting delivery during peak volumes of the monthly/quarterly reporting cycle.
• Partner with SPS Operations and SPS Client Service Managers to deliver exception full-service stock plan administration.
• Aid SPS Product and SPS Technology partners on major product improvements to ensure business is adequately prepared to support new features and functionalities.
• Advise clients regarding solution-based financial report modifications within the financial section of the Plan Sponsor Workstation platform.
• Craft and maintain 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
• Excel and Access skills
• Certified Equity Professional (CEP) level 1 encouraged

Skills

• Strong ability to multi-task, react and think quickly
• Positive can-do demeanor and willingness to work across groups to get the job done
• Team player who consistently provides a very high level of support to the group
• 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
• Passionate about the details and possesses strong communication and organizational skills
• Self-starter with strong sense of ownership and involvement is essential
• Must be very proactive in approach
• Flexible to work overtime if needed

Qualifications

Your qualifications should align with the following criteria:

• 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