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Senior Accountant

Fidelity Investments

Boston, MA

Senior Accountant

Fidelity Investments

Boston, MA

May 20, 2025

Accounting

Job Description

Job Description:

Senior Accountant - Workplace Investing

The Role

The Senior Accountant on the Workplace Investing (WI) Accounting Team is a key team member responsible for performing accounting and financial reporting activities supporting the WI and Healthcare businesses. You will work with business and finance partners to ensure accuracy of financial results. You will also assist with improving control processes, accounting systems, and financial reporting. Your month-end close activities will include preparation and creation of journal entries, account reconciliations, and communicating financial results to management.

The Expertise and Skills You Bring

Bachelor's Degree in Accounting, CPA preferred
3-5 years of relevant accounting experience, financial services preferred
Solid understanding of accounting principles, financial reporting, and internal controls
Strong knowledge of Microsoft products (Excel & Word)
Experience with, or demonstrated ability to learn, complex financial systems and multi-dimensional reporting tools (e.g., Oracle, Free Form Planning, PowerBI)
Ability to work both independently and in a team environment
Meticulous while maintaining a broad view of business objectives
Excellent written and verbal communication skills
Ability to perform major account/cost analysis and identify/interpret trends in financial results
Strong relationship-building and interpersonal skills
Ability to identify process improvements and recommend changes to policies and procedures
Ability to work on multiple projects concurrently and meet reporting deadlines
Highly motivated, flexible, quality focused, great teammate

The Team

As a member of Fidelity's Corporate Accounting team, you play a key role for the company, protecting the firm's assets through our work in financial accounting, internal controls, financial transactions, and legal entity reporting.

The base salary range for this position is $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.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include 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. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Category:

Accounting

Job Description:

Senior Accountant - Workplace Investing

The Role

The Expertise and Skills You Bring

Bachelor's Degree in Accounting, CPA preferred
3-5 years of relevant accounting experience, financial services preferred
Solid understanding of accounting principles, financial reporting, and internal controls
Strong knowledge of Microsoft products (Excel & Word)
Experience with, or demonstrated ability to learn, complex financial systems and multi-dimensional reporting tools (e.g., Oracle, Free Form Planning, PowerBI)
Ability to work both independently and in a team environment
Meticulous while maintaining a broad view of business objectives
Excellent written and verbal communication skills
Ability to perform major account/cost analysis and identify/interpret trends in financial results
Strong relationship-building and interpersonal skills
Ability to identify process improvements and recommend changes to policies and procedures
Ability to work on multiple projects concurrently and meet reporting deadlines
Highly motivated, flexible, quality focused, great teammate

The Team

The base salary range for this position is $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.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

Certifications:

Category:

Accounting

About Fidelity Investments

At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.

*Specifically serviced by our Clearing & Custody team within Fidelity Institutional

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.

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Senior Accountant

Fidelity Investments

Boston, MA

May 20, 2025

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