Senior Accountant

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Job description

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:

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. 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 all business days of every other week in a Fidelity office.

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 .

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 .

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