Job Description:
The Role
The Senior Accountant on the Workplace Investing (WI) Accounting Team is a key team member responsible for performing accounting and financial reporting activities supporting the WI and Healthcare businesses. You will work with business and finance partners to ensure accuracy of financial results. You will also assist with improving control processes, accounting systems, and financial reporting. Your month-end close activities will include preparation and creation of journal entries, account reconciliations, and communicating financial results to management.
The Expertise and Skills You Bring
- Bachelor’s Degree in Accounting, CPA preferred
- 3-5 years of relevant accounting experience, financial services preferred
- Solid understanding of accounting principles, financial reporting, and internal controls
- Strong knowledge of Microsoft products (Excel & Word)
- Experience with, or demonstrated ability to learn, complex financial systems and multi-dimensional reporting tools (e.g., Oracle, Free Form Planning, PowerBI)
- Ability to work both independently and in a team environment
- Meticulous while maintaining a broad view of business objectives
- Excellent written and verbal communication skills
- Ability to perform major account/cost analysis and identify/interpret trends in financial results
- Strong relationship-building and interpersonal skills
- Ability to identify process improvements and recommend changes to policies and procedures
- Ability to work on multiple projects concurrently and meet reporting deadlines
- Highly motivated, flexible, quality focused, great teammate
The Team
As a member of Fidelity’s Corporate Accounting team, you play a key role for the company, protecting the firm’s assets through our work in financial accounting, internal controls, financial transactions, and legal entity reporting.
Certifications:
Category:Accounting
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
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