Senior Financial Leader

4 days ago


Boston, Massachusetts, United States Fidelity Investments Full time

Fidelity Investments, a privately held company with a mission to strengthen the financial well-being of our clients, seeks a Senior Financial Leader to join its team.

Job Summary:

We are seeking a highly skilled Senior Financial Leader to lead multiple project teams and assess risks to the firm's financial processes. This role will deliver significant value to the business by managing complex integrated assurance reviews, select strategic initiatives, and other ad-hoc projects.

About Us:

Fidelity Investments is a leading provider of investment products and services to individuals, institutions, and financial advisors. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.

Responsibilities:

  • Lead multiple project teams to assess risks to the firm's financial processes
  • Manage complex integrated assurance reviews and select strategic initiatives
  • Deliver high-quality closing reports and formal presentations to senior management
  • Coaches, develops, and manages output of direct reports to build and retain a high-performing team
  • Provide thought leadership and subject matter expertise on new accounting standards and regulatory considerations

Requirements:

  • 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

What We Offer:

  • A competitive salary: $150,000 per year
  • A comprehensive health care coverage and emotional well-being support
  • Market-leading retirement and paid time off
  • Charitable giving employee match program and educational assistance

EEO Statement:

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.



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