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Senior Financial Planning Manager
1 week ago
Fidelity Investments is seeking a highly skilled Senior Financial Planning Manager to join our team. As a key member of our operations-focused organization, you will play a crucial role in preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory requirements.
Responsibilities:
* Prepare, review, and coordinate the production of financial reports for Fidelity's investment products
* Ensure accuracy and compliance with regulatory requirements
* Collaborate with cross-functional teams to deliver high-quality financial reporting
* Lead operational efficiencies to scale and automate processes
Requirements:
* Bachelor's degree required, MBA or CPA preferred
* 5+ years of financial services experience with an asset manager, audit firm, or custodian bank
* Advanced accounting and operational knowledge of investment product reporting
* Strong excel skills and experience translating accounting data into financial statement presentations
* Ability to lead independently and in an operations-focused, fast-paced team environment
About Us:
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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.