Analyst providing financial reporting support for Fidelity's Stock Plan Services. Handling client requests, training users, and managing data reporting processes.
Responsibilities
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
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