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Fidelity Investments

Senior Accountant

Job Posted 15 Days Ago Reposted 15 Days Ago
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2 Locations
Mid level
2 Locations
Mid level
The Senior Accountant supports month-end close activities, prepares financial statements, and ensures accurate accounting and reporting while collaborating with business partners.
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Job Description:

The Role

As a Senior Accountant, you will be a key member of the Fidelity Investments Life Insurance ("FILI") accounting team. You will be responsible for supporting month-end close activities. In addition, you will assist in preparing quarterly regulatory filings and annual financial statements.

  • Preparing journal entries, account reconciliations and management reporting schedules for the monthly and quarterly financial close;

  • Responsible for variance analysis to support reviews of financial results;

  • Collaborating with business partners to ensure accurate accounting and reporting;

  • Documenting intercompany and related party transactions;

  • Preparing audited financial statements and quarterly/annual regulatory filings;

  • Supporting the external audit process including preparing requested schedules; and

  • Streamlining processes and enhancing controls to improve efficiency of reporting.

The Expertise and The Skills You Bring

  • A Bachelor's degree in Accounting, CPA preferred

  • Minimum of three years’ experience in the Financial Services industry preferred but not required

  • Solid understanding of accounting principles and internal controls and experience preparing financial statements and related disclosures

  • Ability to multi-task and work under pressure to meet deadlines

  • Excellent written and verbal communication skills with the ability to interact effectively and confidently with all levels of management and business partners

  • Strong organizational skills with the ability to work independently

  • Knowledge of financial systems and dynamic reporting tools (i.e., Oracle and Free Form Planning reporting tools) and are proficient in Excel

The Team

We play a key role ensuring that financial transactions are recorded accurately for financial reporting and protecting the firm's assets through our work in financial accounting, internal controls, and legal entity reporting. FILI, who is part of Fidelity’s Enterprise Services organization, provides annuity and insurance products that enable our customers to address their financial needs.

Note: Fidelity is not providing immigration sponsorship for this position

Certifications:

Category:Accounting

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.

Top Skills

Excel
Free Form Planning Reporting Tools
Oracle
HQ

Fidelity Investments Boston, Massachusetts, USA Office

245 Summer St, Boston, MA, United States, 02210

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