Senior Manager, Accounting

Job Description:

Senior Manager, Accounting – Fidelity Brokerage and Wealth Accounting & Controllership

The Senior Manager, Accounting on the Fidelity Brokerage and Wealth Corporate Accounting & Controllership Team will be a key member of the team accountable for financial accounting and controllership to Fidelity’s Brokerage and Wealth legal entities.

The Expertise and Skills We’re Looking For

• Bachelor’s Degree in Accounting, CPA and/or master’s degree in Accounting preferred
• 8 years of relevant accounting experience. Public accounting and financial services experience a plus
• Solid understanding of accounting principles (US GAAP), prepares, summarizes and communicates results of technical accounting research to management and auditors
• Coordinates and leads the preparation of financial reports for one or more business units or legal entities; engages with auditors to lead and complete all aspects of the audits
• Ability to identify issues and recommend solutions and improvements to improve internal controls
• Ability to research changes in guidance from regulatory bodies and apply to responsible areas
• Ability to lead end to end operational improvement initiatives across accounting and the business with direction
• Experience working with enterprise-wide general ledger systems and reporting tools and finds opportunities to leverage systems to improve key processes and make them more efficient
• Ability to multi-task, work under pressure, and meet deadlines and work independently to take work deliverables to completion
• Provides coaching, feedback, leadership and direction to the team and provides training and guidance to less experienced team members
• Ability to review business results and create/present formal presentations to management ensuring information is at the right level and highlights key issues
• Ability to supervise and communicate progress/benefits of outcomes to key stakeholders

The Purpose of Your Role

You will have responsibility over performing and supervising monthly close processes for one or more business units which include analyzing results, identifying potential issues, and resolving and/or escalating them and presenting reporting to management. You will have responsibility and ownership over the internal and external financial reports which includes filings with regulators. You will be responsible for the control environment and will work with business partners to implement end to end operational improvements. You will establish and form relationships with finance, other support business partners, accounting policy and other accounting teams to ensure achievement of organizational objectives.

How Your Work Impacts the Organization

As a member of the Fidelity Brokerage and Wealth Accounting & Controllership team, this role is responsible for ensuring all transactions are recorded accurately in the financial statements. This role is also responsible for ensuring appropriate financial controls and efficient processes are implemented.

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 Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

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). 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 accommodations@fmr.com.