Fidelity Investments · 2 days ago
Manager - Workplace Investing & Fidelity Health Accounting & Controllership
Fidelity Investments is a leading financial services company, and they are seeking a Manager for their Workplace Investing and Fidelity Health Accounting & Controllership team. The role involves leading financial reporting activities, ensuring the accuracy of financial results, and streamlining accounting processes.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Leading financial reporting activities in support of WI & Healthcare Group entities
Working with business and finance partners to ensure accuracy of our financial results
Streamlining accounting close activities
Supporting the team’s various modernization efforts and projects
Qualification
Required
Bachelor's Degree in Accounting, CPA and/or advanced degree preferred
6+ years of relevant accounting experience, public accounting and financial services experience a plus
Solid understanding of accounting principles, financial reporting, and internal controls
Experience in coordinating and leading the preparation of financial reports, engaging with auditors, and managing audit responses and inquiries
Highly motivated, flexible, quality-focused teammate and leader with excellent organizational skills
Experience providing coaching, feedback and leadership to a team as well as training and guiding less experienced members
Proficiency in managing multiple deliverables concurrently to meet deadlines
Ability to work autonomously and exhibit both independent thinking and good judgement
Ability to work in closely with finance, accounting, and business partners to ensure transactions are accurately captured in the general ledger
Ability to take detailed data analysis and convert into a higher-level story for presentation to senior leaders and other stakeholders
Inquisitive, proactive nature and regularly seeks process improvement opportunities
Experience with, or demonstrated ability to learn, complex financial systems and multi-dimensional reporting tools (e.g., Oracle, FFP, PowerBI)
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Recent News
2026-01-08
2026-01-08
Company data provided by crunchbase