Senior Accountant at Fidelity Investments

Smithfield, Rhode Island, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Brokerage, BankingIndustries

Requirements

Bachelor’s Degree in Accounting, CPA and/or master’s degree in Accounting preferred
Experience in or interest in Crypto
3-5 years of experience in accounting; experience in banking, brokerage or financial services accounting preferred
Demonstrates solid understanding of financial accounting principles and internal controls; and can apply concepts to business events and transactions
Audit background or experience working with auditors and preparing financial statements
Ability to work both independently and in a team environment
Hands on work style - “can do” demeanor with a strong desire to make things happen
Great teammate who takes initiative and works constructively to achieve team goals
Excellent written and verbal communication skills
Ability to perform major account/cost analysis and identify/interpret trends in financial statement line items
Ability to create and maintain strong, constructive relationships with business partners
Ability to identify process improvements and recommend changes to policies and procedures
Passionate about details while maintaining a broad view of business objectives
Keen knowledge of financial systems and applications and multi-dimensional reporting tools
Ability to work on multiple projects concurrently and meet tight deadlines at each month end and quarter end

Responsibilities

Work closely with finance and other members of the business to process accounting transactions, streamline accounting processes and improve controls and develop improved reporting of business and legal entity results
Perform month-end close activities including preparation and creation of journal entries, account reconciliations and communicating financial statement results to management
Prepare quarterly regulatory filings and annual financial statements
Work closely with various business partners to ensure the financial results are accounted for accurately and properly
Ensure processes and controls are appropriate and well documented
Prepare insightful analysis and compile accurate information to respond to questions from management, auditors, regulators and business partners
Prepare the annual financial statements and coordinate interim/annual audits with the external auditors and regulators
Enhance reporting packages and current processes to create efficiencies where possible
Participate in the development and completion of special projects as assigned

Skills

Key technologies and capabilities for this role

AccountingFinancial ReportingJournal EntriesAccount ReconciliationsMonth-End CloseRegulatory FilingsFinancial StatementsInternal ControlsCPACryptoAuditProcess ImprovementCost Analysis

Questions & Answers

Common questions about this position

What qualifications and experience are required for the Senior Accountant role?

A Bachelor’s Degree in Accounting is required, with CPA and/or master’s degree preferred; 3-5 years of accounting experience, preferably in banking, brokerage or financial services; and experience in or interest in Crypto.

What key skills does the Senior Accountant need?

The role requires solid understanding of financial accounting principles and internal controls, excellent written and verbal communication skills, ability to perform account analysis and identify trends, and keen knowledge of financial systems and reporting tools.

Is remote work available for this Senior Accountant position?

This information is not specified in the job description.

What is the salary or compensation for the Senior Accountant role?

This information is not specified in the job description.

What makes a strong candidate for the Senior Accountant position?

Strong candidates have an audit background, ability to work independently and in teams, hands-on work style with initiative, and skills in process improvements, multi-project management, and building relationships with business partners.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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