The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the completeness and accuracy over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates the design and operating effectiveness of key financial controls through integrated reviews. In addition, GFC also provides advisory services for select strategic initiatives and modernization efforts.

The Senior Manager role will deliver significant value to the business by leading multiple project teams to assess risks to the firm’s financial processes by managing complex integrated assurance reviews, select strategic initiatives to ensure adequate financial controls considerations as well as other ad-hoc projects and training efforts. This role provides thought leadership and subject matter expertise (SME) by partnering with Senior Business Leaders, Head of Corporate Accounting & Controllership, Business Unit Controllers, Risk Functions, Process and Control Owners to deliver on the function’s mission. The role will report to the VP, Head of Global Financial Controls CoE or a Director.

The Expertise and Skills We’re Looking For

• Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance)

• Eight plus years of progressive experience with leading financial statement audits and assurance reviews

• Advanced understanding of US GAAP, Internal Controls over Financial Reporting, and COSO framework

• Blend of Public Accounting and Internal Audit experience highly desirable

• Proficient with accounting concepts and financial processes including financial statement risks and controls

• Professional certification CPA highly desired. Other relevant certifications CISA, CISSP and CIA

• Exposure to IT Applications Controls (ITACs) and key reports (IPEs) testing

• Exposure to ERP/GL SaaS implementations, Alt Investments and/or Digital Assets incl. regulatory guidance

• Familiarity and proven record of driving change within complex / matrixed corporate environments

• Exceptional leadership and proficient relationship builder with proven influencing and people management skills

• Strong learning agility and ability to thrive in a changing environment with multiple priorities and deadlines

• Excellent verbal and written communication skills to present and lead conversations with senior management

• Strong project management skills, ability to manage competing priorities and workload

• Financial services industry experience desirable

The Value You Deliver

• Support the delivery of GFC’s annual plan through periodic risk assessments and workstream oversight

• Ensure key strategic initiatives and system implementations have adequate financial controls considerations

• Serve as an accounting subject matter expert and provide thought leadership on new accounting standards

• Effectively engage with key stakeholders in Accounting, IT, Risk, and Audit

• Manages all phases of multiple integrated workstream reviews to ensure adherence to GFC methodology

• Effectively identify key risks over in-scope processes including design & operating effectiveness of controls

• Develops high quality closing reports and formal presentations of key themes and issues to senior management

• Coaches, develops, and manages output of direct reports to build and retain a high performing team

• Demonstrates strong executive presence and storytelling ability to effectively communicate with business partners

• Build rapport and credibility to earn the trust of key stakeholders and develop productive relationships

• Enhances organizational maturity and introduces best practices to strengthen the controls environment

• Knowledge of assigned business units, trends, regulatory standards/considerations, and risk/controls best practices; effectively apply these concepts to diverse situations

• Ability to organize, monitor, and control projects to ensure efficient resource utilization and timely deliverables