Lead Financial Reporting Analyst managing regulatory reporting compliance and driving enhancements in a complex financial environment at Wells Fargo. Collaborate with controllers and enhance data management strategies.
About the role
- 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
Benefits
- Health insurance
- 401(k) retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Trust Reporting Analyst at U.S. Bank managing trust reporting and compliance for structured finance assets. Collaborating with stakeholders to ensure accurate and timely reporting while meeting regulatory standards.
Quality Reporting Analyst handling operational reporting and quality checks in healthcare services. Collaborating with internal teams and executing JIRA uploads for issue resolution.
Business Intelligence Manager delivering advanced analytics and self - service reporting solutions in financial services. Leading data governance initiatives and mentoring junior colleagues within the Group Payments team.
Intern assisting Business Operations and Planning team at MHI RJ Aviation in Mississauga, coordinating recruitment and supporting finance activities. Contributing to business performance metrics and reports.
Data & Reporting Analyst II at ICON focusing on master data management and providing insights. Collaborate with teams to improve data quality and support business objectives while working in a hybrid environment.
Business Intelligence Analyst focusing on CRM solutions for a data - driven company. Collaborating across business and tech teams to optimize client relationship management.
Senior Metrics & Reporting Analyst leading data governance and reporting initiatives for Vizient. Creating and optimizing Power BI dashboards and translating data into insights for product performance management.
Business Intelligence Manager overseeing technical delivery of BI solutions at Future. Collaborating with teams on data integration and analytics for commercial performance.
Reporting Analyst I providing analytics on healthcare staffing and vendor management system fulfillment. Evaluating, designing, and building system reports to enhance client service.