FinOps Bank Services Analyst
Job Description:
Financial Operations Cash Management Business Analyst RoleResponsible for the execution of high risk, high visibility functions in support of the FinOps Cash Management team, spanning a variety of WI products including Defined Contribution, Defined Benefit and Health & Welfare. The tasks will primarily consist of high-risk bank access monitoring, allocation of overnight bank account investment earnings and other audit / control functions related to WI bank account and disbursement activity. This will require the development of technical expertise across a wide array of processes, thru hands-on learning and collaboration with subject matter experts across multiple FinOps teams. In addition, this will include working with several different business partners in numerous locations so you must be highly motivated, self-directed and an independent problem solver with strong attention to detail. The Business Analyst will also have direct communication with WI s external banking partners and be responsible for working with both internal and external partners to accomplish key business goals. The Expertise and Skills You Bring Execute tasks in an accurate and timely manner according to written policies and procedures Exhibit strong analytical and problem-solving skills Display strong written and verbal communication skills Able to develop a clearly defined course of action to organize work and accomplish goals Achieve results by effectively communicating with internal and external business partners Balance multiple priorities and adapt to changing business needs Manage and facilitate change through appropriate planning and communication One to three years experience within a professional, fast paced, corporate environment, preferably in the financial services industry The TeamFinOps is a critical control organization responsible for performing investment execution, reconciliation, pricing and cash management control and oversight for WI products. The FinOps Cash Management group is responsible for the oversight of all cash flows, payment processing and tax remittance through the WI bank accounts. This includes daily monitoring of bank account money movement, bank account reconciliation, representing WI with the IRS and state jurisdictions and working directly with the DB and H & W clients or trustees related to expected cash flows, payment processing and the execution of in good order reviews for Defined Benefit participant pension payment commencements. 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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). 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 email protected , or by calling 800-835-5099, prompt 2, option 3. Recommended Skills Analytical Attention To Detail Auditing Business Requirements Cash Management Finance Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
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