Financial Services Expert for Risk Management and Business Performance

7 days ago


Boston, Massachusetts, United States Fidelity TalentSource LLC Full time

Company Overview

Fidelity Investments is a leading provider of financial services, with a mission to strengthen the financial well-being of our clients. We offer a wide range of investment products and services to help individuals and institutions achieve their financial goals.

About the Role

We are seeking an experienced Audit Senior Analyst to join our team in Fidelity Corporate Audit. As an Audit Senior Analyst, you will be responsible for providing independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance.

Key Responsibilities

  • Perform business and/or integrated audits in support of Fidelity's businesses
  • Develop hypotheses around risk and controls, provide input to the development of the integrated audit plan, and collaborate with a successful team
  • Work with business and technology management to build an understanding of complex functions, workflows end-to-end business processes, and supporting technologies, highlighting risks and controls embedded throughout the function
  • Leverage audit automation tools in the evaluation of business operations and systems
  • Perform audit test work, including organizing and analyzing data, testing controls, and documenting results
  • Apply strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies
  • Draft audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole, and management action plans to resolve the issues
  • Build deep working relationships with audit teams and clients

Requirements

  • Bachelor's degree in Accounting, Finance, or a related field
  • Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred
  • 3-5 years of external and internal audit or related experience, preferably in financial services
  • Developing knowledge of audit practices, tools, techniques, concepts, and trends
  • Team player who takes initiative and works constructively with others to achieve team goals
  • Ability to work on multiple tasks and manage priorities and workload
  • Strong problem-solving and analytical skills
  • Commitment to innovative, collaborative, and digital working style
  • Strong presentation, written, and interpersonal communication skills
  • Hands-on work style and 'can do attitude with a strong desire to make things happen
  • Knowledge of the brokerage business, including retail and/or institutional client product offerings and services, and industry regulations preferred
  • Knowledge in IT general controls is a plus

What We Offer

We offer a competitive salary range of $64,000-$121,000 per year, based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Our total compensation package includes a comprehensive benefits program, including health care coverage, retirement plans, paid time off, parental leave, charitable giving employee match program, and educational assistance.



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