- Bachelor's degree in Accounting / Finance or equivalent; CPA preferred
- 7+ years experience, Asset Management or financial services accounting preferred
- Ability to lead and develop team members
- Strong communication and social skills. Ability to influence business partners to achieve a desired business outcome. Make well-informed / reasoned decisions
- Maintain a strong control environment. Responsible for operational processes and internal controls to mitigate accounting and operational risks. Evaluate the results of management’s testing of controls performed by internal controls function
- Financial reporting experience. Prepare and review financial statements in accordance with U.S. GAAP
- Audit participation experience. Assist with all aspects of external audits of AM entities. Timely meet requests and provide support. Form relationship with external audit counterparts.
- Accounting operations experience. Timely work through operational issues impacting the accounting close and otherwise, as needed. Review and analyze legal entity results. Maintain documentation of significant related party transactions.
- Maintain an appropriate level of professional skepticism.
- Be change agent to propel the team forward. Identify, socialize and implement operational improvement opportunities.
- Build and maintain relationships with the controls program, the accounting policy function, and centers of excellence within Corporate Accounting, as well as key business partners including but not limited to AM finance, AM operations, corporate tax, and corporate treasury.
- Excellent written and verbal communications skills, including crafting presentations to communicate accounting results and other financial information.
- Be flexible. Be able to work on multiple areas/projects concurrently. Be willing to learn new skills.
- Effectively use financial systems, reporting and teamwork tools (Oracle, Excel, Word, SharePoint, Power BI, etc.)
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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
Certifications:Category:AccountingTop Skills
Fidelity Investments Boston, Massachusetts, USA Office
245 Summer St, Boston, MA, United States, 02210
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