Senior Accountant, Brokerage Accounting – Controllership

Role Overview

• Responsible for accounting and financial reporting activities of the Fidelity Wealth and Brokerage organizations
• Prepare and creation of journal entries, account reconciliations and communicating financial statement results to management
• Prepare quarterly regulatory filings and annual financial statements

Requirements

• Bachelor’s Degree in Accounting
• CPA and/or master’s degree in Accounting preferred
• 3-5 years of experience in accounting; experience in banking, brokerage or financial services accounting preferred
• Demonstrates solid understanding of financial accounting principles and internal controls; and can apply concepts to business events and transactions
• Audit background or experience working with auditors and preparing financial statements
• Ability to work both independently and in a team environment
• Hands on work style
• can do demeanor with a strong desire to make things happen
• Great teammate who takes initiative and works constructively to achieve team goals
• Excellent written and verbal communication skills
• Ability to perform major account/cost analysis and identify/interpret trends in financial statement line items
• Ability to create and maintain strong, constructive relationships with business partners
• Ability to identify process improvements 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 and quarter end
• Working closely with various business partners to ensure the 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, regulators and business partner
• Responsible for the preparation of the annual financial statements and coordinating interim/annual audits with the external auditors and regulators
• Enhancing reporting packages and current processes to create efficiencies where possible
• Participating in the development and completion of special projects as assigned

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources