What are the responsibilities and job description for the Director, Corporate Accounting Strategy and Operations position at Fidelity Investments?
Job Description :
Director, Corporate Accounting Strategy and Operations
The Director, Corporate Accounting Strategy and Operations will be responsible for establishing a strategic operating plan to strengthen connectivity across our team (inclusive of our indirect international, FILI and Soteria teams) and with our business partners. The Strategy and Ops Director will also utilize effective data storytelling techniques to lead the build-out of executive level presentations, monitoring of KPIs, establishment of quarterly business reviews (QBRs), responding to senior leadership requests and communication of operating policies. This is a highly visible role and will include partnering across functions to build and evolve practices and standards that ensure alignment, transparency, and awareness. The ideal candidate should be an inventive and curious strategist with an ability to partner, execute and influence.
The role reports to the Head of Corporate Accounting and Controllership and operates in a highly matrixed environment, collaborating with accounting teams that support all business units both in the US and internationally and with other teams within the CFO Group, including the Finance Leadership Team (FLT), Tax and Treasury.
The Expertise and Skills You Bring
- Strategic and analytical professional who is self-motivated with successful track record working with senior leadership
- Flawless execution and meticulous attention to detail
- Strong storytelling skills – ability to distill insights from data in a compelling story for a variety of audiences
- Comfort with ambiguity and ability to adjust to and succeed in a constantly evolving environment (some work will be non-recurring and project-based)
- Continuous focus on prioritization of the areas that could make an impact to the team, function(s) and the enterprise
- Ability to build strong relationships and engage across Fidelity at all levels of the organization
- Intellectual curiosity and bringing outside-in perspective to identify opportunities for the function(s)
- 10 years of accounting or finance experience
- Bachelor’s degree in accounting, Finance, or another related field
The Value You Deliver
development and execution of an operating plan to enhance connectivity across our team and the sites in which we operate. The plan will also ensure there is alignment of our plan with the CFOs operating plan. The goal of the operating plan will be to enhance relationships across our team at all levels, seek continuous feedback from the team through roundtables, surveys and other communication methods, plan site visits and relationship building activities, lead the planning of our quarterly All Associates meeting, lead the planning and development of QBRs, and serve as a component of change management through sharing and communicating operating policies across the team to ensure a consistent approach is utilized by all accounting teams.
Corporate Accounting plays a key role in protecting Fidelity’s assets and providing accurate and reliable financial information for our businesses and the overall Firm. We work collaboratively with leaders across the organization including leaders from the business units and other functional groups such as Tax, Treasury, Legal and Risk.
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.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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).
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 accommodations@fmr.com.
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