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Central Reporting and Audit Analyst

Fidelity

Fidelity

IT, Accounting & Finance
Merrimack, NH, USA · Albuquerque, NM, USA · Westlake, TX, USA
Posted on Dec 12, 2024

Job Description:

Job Description:

The Central Reporting & Audit Representative is part of a team that executes and delivers reports both for internal and customer use. The Central Reporting & Audit Analyst is responsible for designing, building & generating reports where the data sources may span a broad number of systems and data source including inputs from customers and third-party vendors.

In this role, you will deliver report and/or report results to the requestor in a clear and timely fashion. You will think and work across Fidelity by partnering with others to ensure a full and complete understanding of the criteria and output requirements, source data and end user expectations.

The Team

In this role, you will help ensure that internal and external customers receive the results they need on time and accurately. We are seeking a candidate with a strong time management, requirements documentation, data visualization and technical skills, who can thrive in a challenging, fast paced team environment.

Critical thinking to perform report and audit requirements executing on documented procedures to deliver clear results. We are looking for someone who is driven to implement innovative solutions to address customer needs.

Outcome Accuracy to facilitate key business decisions and service delivery quality. This includes partnering with the business to learn about their processes and understand where data is housed across multiple systems, translating request needs into requirements, and ability to test / deliver clear, accurate results.

The Expertise You Have

  • Bachelor’s degree preferred
  • 2+ years of relevant experience
  • Strong problem-solving skills
  • Ability to understand and execute on documents reporting and audit needs with accuracy
  • Strong knowledge of sql, MS Access, MS Excel, Alteryx, Knime
  • Positive attitude and results-oriented approach
  • Strong presentation, written, and interpersonal communication skills
  • Knowledge of Fidelity Health Care Operations preferred
  • Understanding of HOBS, Populates, FHB, CWE, Snowflake and WIDE data structures and dictionaries
  • Working knowledge of Agile methodologies

The Skills You Bring

  • Your strong communal working style with good interpersonal and relationship management skills
  • Your ability to take initiative; your actions and decisions are driven by customer needs
  • Your ability to utilize routine workflow and resources, understanding processing requirements, dependencies and criticalities
  • Your demonstrated excellent verbal and written communication, organization, and time management skills
  • Your drive to provide feedback for improvement of procedures
  • You can handle multiple tasks and priorities simultaneously
  • You can overcome unexpected obstacles with little or no supervision
  • You are willing to experiment and seek resources to learn, grow, and find solutions

The Value You Deliver

  • Executing on requests with extreme accuracy and timeliness with appropriate oversight
  • Collaborating with partners during the request process
  • Working with requestors to define needs and acceptance criteria
  • Defining, creating, and executing comparative data audits using one data source/system

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Accommodation Language

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 please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2

Certifications: