What are the responsibilities and job description for the FinOps H&W Project Analytics Business Analyst position at Fidelity Investments?
Job Description
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
HW Inactive Billing Process Support
Support NMI, invoicing, term for non-payment, ABW deductions, one-time payments, pension deductions, lockbox payment processing, refund processing, and payroll arrears.
Production Support
You will be part of a team with 10 associates, where you will work closely with other HW specialized associates in Merrimack and Raleigh. You will also be working closely with members of the client service teams and HW Operations team to resolve client and participant issues. Given the high degree of risk, including considerable financial and reputational exposure, proactive research, issue resolution and reconciliation skills are top priorities.
Certifications
Category:
Operations
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
HW Inactive Billing Process Support
Support NMI, invoicing, term for non-payment, ABW deductions, one-time payments, pension deductions, lockbox payment processing, refund processing, and payroll arrears.
Production Support
- Perform file validations
- Identify and report issues; open Jira requests or incidents
- Assist associates with account research; raise Jira requests as needed
- Support AR/FABS releases including UAT and PPV testing
- Run daily status reports (DSRs) and submit SNOW tickets for workaround support
- Health and Welfare project scoping
- Business Analyst support for CA/COM initiatives
- Support for strategic initiatives and enhancements
- Support new client implementations and deconversions
- Recommend and submit process improvement and system enhancement requests
- Respond to CSM and client requests for AR and FABS data
- Support PWC and internal audit requests
- Prepare and deliver monthly inactive billing process reporting
- Process billing statement requests
- Execute monthly term processes for payroll arrears clients
- Provide AE support
- Support year-end processing activities
- 5-7 years’ experience within a professional, fast-paced, corporate environment, preferably in the financial services industry. At least 2 years’ experience as a data analyst
- Health and Welfare experience is preferred but not required
- Experience with applicable Fidelity System Applications (Oracle Accounts Receivable/FABS, HOBS, FHB, XTRAC, Net Benefits) is preferred but not required
- Working proficiency of SQL and Microsoft Office products (Word, Excel, Outlook, Access)
- Ability to successfully execute a task and move onto the next job function in a fast-paced, deadline-oriented environment
- Exhibit strong analytical and problem-solving skills
- Strong written and verbal communication skills
You will be part of a team with 10 associates, where you will work closely with other HW specialized associates in Merrimack and Raleigh. You will also be working closely with members of the client service teams and HW Operations team to resolve client and participant issues. Given the high degree of risk, including considerable financial and reputational exposure, proactive research, issue resolution and reconciliation skills are top priorities.
Certifications
Category:
Operations
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.