Director of Financial Reporting

6 hours ago


Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time
Job Description

The Director, Alts Shareholder Reporting, Financial Statements Production role is responsible for leading a team that delivers accurate, timely financial reports required for investors across a growing number of products with diverse structures, asset classes, and investment strategies.

The role will ensure Fidelity's regulatory filings, including 34Act and 40Act public company and offshore reporting, are accurate, timely, and adhere to GAAP and other relevant accounting standards.

You will engage closely with the alternative accounting team and the products' external auditors in overseeing the annual financials and audit cycle.

Key Responsibilities

  • Lead a team of financial reporting professionals to deliver high-quality financial reports
  • Develop and implement process improvements to increase efficiency and quality
  • Collaborate with the alternative accounting team and external auditors to ensure compliance with regulatory requirements
  • Provide technical expertise on financial reporting requirements for private partnerships following investment company GAAP

Requirements

  • Bachelor's degree or equivalent with 10+ years of financial services experience
  • Proven track record of team building and people management skills
  • Advanced technical knowledge of alternative investment classes and relevant accounting and reporting standards
  • Working knowledge of risk frameworks and ability to design and oversee processes that ensure a strong control environment
  • Excellent written and verbal communications skills and strong presentation capability

About Fidelity

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 to help invest their clients' money.



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