Fidelity Investments Job - 32203110 | CareerArc
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Company: Fidelity Investments
Location: Jersey City, NJ
Career Level: Mid-Senior Level
Industries: Banking, Insurance, Financial Services


Job Description:

The Senior Accountant on the Brokerage Corporate Accounting and Controllership Team will be a key member of the team accountable for financial accounting and controllership to Fidelity's institutional brokerage business!

This role will be primarily responsible for accounting and financial reporting activities supporting Fidelity's institutional brokerage organization and its corresponding legal entities! You will work closely with finance and other members of the business to process accounting transactions, streamline accounting processes and improve controls and develop improved reporting of business and legal entity results. Month-end close activities will include preparation and creation of journal entries, account reconciliations and presenting financial statement results to management. In addition, you will prepare quarterly regulatory filings and annual financial statements.

The Team

As a member of Fidelity's Corporate Accounting and Controllership 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.

The Expertise You Have
  • Bachelor's Degree in Accounting/Finance, CPA and/or master's degree in Accounting preferred
  • 3-5 years of experience in accounting; experience in brokerage or financial services accounting preferred
  • Detail-oriented with proven understanding of business and financial concepts and internal controls
  • Demonstrates proven understanding of GAAP and can apply concepts to business events and transactions
  • Hands on work style - “can do” attitude with a strong desire to make things happen
  • Ability to multi-task, and meet concurrent deadlines
  • Teammate who takes initiative and works constructively with others to achieve team goals
  • Technology savvy, with an ability to learn new financial systems and reporting tools
  • Audit background or experience working with auditors and preparing financial statements
The Skills You Bring
  • Strong understanding of financial accounting principles and internal controls
  • Analytical, problem solving, and organizational skills
  • Ability to work both independently and in a team environment
  • Excellent written and verbal communication skills
  • Ability to perform major account/cost analysis and identify/interpret trends in financial statement line items
  • Ability to build and maintain strong, constructive relationships with business partners
  • Ability to identify improvements in execution and recommend changes to policies and procedures
  • Passionate about details while maintaining a broad view of business objectives
  • Keen knowledge of financial systems and applications and multi-dimensional reporting tools
  • Ability to work on multiple projects concurrently and meet tight deadlines at each month end
  • Highly motivated, flexible, quality focused, standout colleague
  • Willingness to travel to Boston occasionally for meetings with business partners
The Value You Deliver
  • Working closely with various business partners to ensure the institutional brokerage financial results are accounted for accurately and properly
  • Ensuring processes and controls are appropriate and well documented
  • Preparing insightful analysis and compiling accurate information to respond to questions from management, auditors and business partner
  • Responsible for the annual financial statements and coordinating interim/annual audits with the external auditors and regulators
  • Improving reporting packages and current processes to build efficiencies where possible
  • Participating in the development and completion of special projects as assigned
Certifications: Category: Accounting

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