Job Description:

Senior Manager – Workplace Investing & Fidelity Health Accounting & Controllership

The Role

The Senior Manager on the Workplace Investing (WI) and Fidelity Health Corporate Accounting & Controllership team will have responsibilities for both leading and performing financial reporting activities in support of WI & Healthcare Group entities and working with business and finance partners to ensure accuracy of our financial results. The senior manager will also be focused on streamlining accounting close activities and supporting the team’s various modernization efforts and projects.

The Expertise and Skills You Bring

Bachelor’s Degree in Accounting, CPA and/or advanced degree preferred8+ years of relevant accounting experience, public accounting and financial services experience a plusSolid understanding of US GAAP accounting principles, financial reporting, and internal controlsExperience providing coaching, feedback, leadership, and direction to a team as well as training and guiding less experienced team membersExperience with, or demonstrated ability to learn, complex financial systems and multi-dimensional reporting tools (e.g., Oracle, FFP, PowerBI)Ability to multi-task, work under pressure, and meet deadlines, working both independently and as part of a team to drive work deliverables to completionAbility to work closely with finance, accounting, and business partners to ensure transactions are accurately reflected in the general ledgerAbility to provide well written financial commentary on monthly or quarterly results and present these results during financial reporting reviewsCan coordinate and lead the preparation of financial reports, engage with auditors, and lead our response to audit requests and inquiriesAbility to identify internal control issues and to recommend solutions or improvementsAbility to research accounting guidance and apply to areas you are responsible for, which may include new transactions or changes to product offeringsCan identify operational improvements and recommend changes to existing business and system processesCan independently lead special project teams to implement changes while also recognizing the need for help and asking for support when needed

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.