Lead Financial Controls Specialist

2 days ago


Westlake, Ohio, United States Fidelity Investments Full time

At Fidelity Investments, our Finance strategic objective is to ensure a strong financial controls environment. The Global Financial Controls Center of Excellence (GFC-CoE) supports this objective by evaluating the design and operating effectiveness of key processes that impact our financial statements.

The Senior Associate role in our GFC function will deliver significant value to the business by assessing relevant risks and key controls supporting our financial processes and systems through integrated audits.

This role will partner with Business Unit Controllers, other risk groups, process, and control owners as well as GFC associates to provide excellent opportunities to learn about our many business units, key financial processes, and systems.

The Senior Associate will report to a Senior Manager or a Director within the GFC function.

Requirements
  • Bachelor's Degree or above in relevant fields such as Accounting, Finance, Information Technology
  • 3-6 years of relevant progressive experience with supporting integrated financial audits
  • Professional certification CPA and/or CISA highly desired
  • A blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
  • Direct experience with general accounting concepts including financial statement risks, and controls
  • Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)
  • Strong verbal and written communication skills to present information to team members and clients
  • Ability to manage competing priorities and workload timely and with the appropriate level of quality
  • Strong learning agility to quickly understand and connect key concepts
  • Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME
  • Financial services industry experience desirable

We offer a competitive salary range for this position: $64,000-$121,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Our total compensation package includes bonus or other variable compensation, comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.



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