Manager – Testing & Reporting Services
Chennai, Tamil Nadu
Job Description:
Job Title – Manager – Testing & Reporting Services
Develop and Drive Process Improvement through system and process enhancements
The Purpose of This Role
Workplace Investing (WI) – Testing and Reporting Services (T&RS) provides year-end financials and Non-discrimination testing reports to plan sponsors and auditors. Assists plan sponsors to file Form 5500 with Internal Revenue Service (IRS) and Department of Labour (DOL). These processes are interdependent, involves multiple business process systems and workflows and keeps evolving as per changing customer needs and Regulatory requirements.
In your role, you would lead the facilitation of discovery sessions across multiple teams, document complex business processes for targeted processes and own the adoption / implementation activities associated with new solutions within the business.
You would drive technology integration working with cross-functional teams and business units to understand, challenge and provide solutions through business and technology transformation and may also involve design and improve/ Re-engineer to improve process performance.
The Value You Deliver
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Understanding process procedures and deliverables, 401K regulatory requirements, evolving customer needs and Identifying process deviations, gaps and improvement opportunities based on mining of transaction-level data and other feedback / survey responses
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Working with process owners and technical teams to understand the business priorities and requirements and align the possible solutions
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Collaborate on projects to simplify / automate processes with various interventions from developing Business case, design, MVP, writing test cases for UAT, aligning process controls to implement for driving Efficiency and Effectiveness
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Ongoing efforts on system improvements to meet changing regulatory requirements
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Improving various data slices by using BI tools, Macro, SQL Queries, and other internal systems for the use of stakeholders
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Delivering key business analysis artifacts, using standard methodologies and tools, for the design, solution, test and execution of projects
The Skills that are Key to this role
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Advanced digital literacy in Microsoft Office applications, especially MS Excel
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Strong analytical skills and logical reasoning
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Excellent verbal and written communication skills required
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Strong Problem-Solving Skills and implementing solutions
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Combination of operations knowledge with expertise in system applications
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Passion for innovation, automation and operational excellence
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Proven success at leading process development projects in cross-functional environment
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Forward-thinking and resourceful to ensure solutions are brought to completion and requirements are closed accurately.
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Self-starter, detail-oriented, and comfortable working with multiple teams
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Desire to work in a fast-paced, challenging environment and passion for delivering phenomenal customer experienc
The Expertise We’re Looking For
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Bachelor’s Degree with 7+ years’ experience in Workplace investing / Financial services
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Proficiency with MS Excel, VBA, SQL and BI tools
The Skills / Expertise that are Good to Have for this role
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Semi-technical with functional exposure
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Experience in Workplace investing / 401 K / Defined contribution related services
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Project Management Experience
How Your Work Impacts the Organization
Testing and Reporting Services (T&RS) provides plan sponsors and auditors with year-end financials and non-discrimination testing and also assists the plan sponsor to file Form 5500 with Internal Revenue Service (IRS) and Department of Labour (DOL). You would be part of the team working on multiple processes of the above and deliver results / reports to Plan sponsors (Clients) within stipulated deadline to help meeting their regulatory requirements. Your contribution on improving process performance would help the team to be efficient and updated to the evolving needs.
Location: Chennai
Shift timings: 1:00 pm – 10:00pm
Certifications:
At Fidelity, building a better financial future— for everyone— is our mission. For the last 75+ years, our privately-held company has remained committed to supporting our clients throughout their lifelong financial journeys.
Our formula is simple: we support our team, and they support our customers. That culture begins with our employees, whose personal and professional growth is key to our collective success. In keeping with that legacy, our privately-held company offers associates career stability and security, while at the same time encouraging your professional exploration and growth. At Fidelity India, we are proud to continue that legacy. With offices in Bangalore and Chennai, our Indian branch is now celebrating 20 years as a Global Capability Center. To find out more, visit India.Fidelity.com, or our global site at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer, and whenever possible we accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099 for more information
Benefits Developed for You
From the little things that make every day better to those big-picture, life-changing tools. That’s exactly what you’ll get at Fidelity. We have an amazing package of benefits and programs designed to help you thrive both at and outside of work.
Insurance
Affordable and accessible healthcare benefits for you and your loved ones.
- Coverage of up to INR 300,000 for you along with your spouse/partner, with additional top-up options available
- Insurance covers for parents/in-laws made available at subsidized costs
- Personal accident insurance cover of six times your annual basic salary
- Life insurance cover of eight times your annual basic salary
Wellness
We invest in nurturing healthy habits and promoting overall wellness of our associates through three pillars – Physical, Emotional, and Financial wellness.
Parenting
To help you through the exciting yet demanding times of parenthood, avail of time off and other benefits such as childcare allowance and access to daycare.
Transport
You will have access to free transport services to and from work, subject to residing within our pre-defined boundary limits
Retirement
Finally, like the icing on the cake, we offer benefits that will help you contribute to and invest towards your retirement.
- National Pension System (NPS) offered at Fidelity:
- At Grade 6 and below, Fidelity will match your NPS contribution up to 5% of your basic salary
- At Grade 7 and above, Fidelity contributes 10% of your basic salary towards NPS as part of your compensation structure
- Avail of other statutory benefits such as EPF, VPF and Gratuity
Read more about our Benefits program.
Committed to Continuous Learning
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our associates to do the same, with an emphasis on developing skills that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.
We offer a wide range of options including online, in-person, and mentor driven solutions – as well as learning days and job shadow opportunities to expose you to new elements of our business to broaden your experience.
Ongoing Opportunities for Growth
- Free access to thousands of online training resources
- Internal clubs focused on trending topics and associate interests
- Ability to pursue online or in-person technical certifications
Read more about our Learning & Development program.
Connected to Our Communities
At every level of our organization, you’ll find people who are committed to doing their part to make the world a better place. We host events and conduct volunteering activities, encouraging associates across the organization to get involved and make an impact on the lives of people in the communities where we live and work.
Fidelity Cares
- Through our community relations program, we provide associates with several opportunities to actively volunteer and create an impact
- Host numerous company-wide volunteering and awareness events.
- Partner with a number of not-for-profit organizations to benefit our local communities
Year-Round Volunteer Opportunities
- Partner with schools and our not-for-profit organizations on financial literacy programs, career counselling, and online tutoring for students
- Teach employability skills to youth from low-income backgrounds, and conduct mock interviews to prepare them for corporate jobs
- Create joyful learning experiences for primary school children through the ‘Art in Education’ program
- Plant urban mini forests and participate in local cleanup efforts
Read more about our Fidelity Cares community relations program..
