Fidelity Investments · 5 hours ago
Senior Manager - Workplace Investing & Fidelity Health Accounting & Controllership
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$89K/yr - $180K/yr
8+ years expFidelity Investments is seeking a Senior Manager for their Workplace Investing and Fidelity Health Accounting & Controllership team. The role involves leading financial reporting activities, ensuring accuracy in financial results, and streamlining accounting close activities while supporting modernization efforts.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
The Senior Manager on the Workplace Investing (WI) and Fidelity Health Corporate Accounting & Controllership team will be a key member of the team accountable for the financial accounting and controllership for Fidelity’s Workplace Investing and Fidelity Health entities
You will be responsible for leading financial reporting activities in support of WI & Healthcare Group entities and working with business and finance partners to ensure accuracy of our financial results
The senior manager will also be focused on streamlining accounting close activities and supporting the team’s various modernization efforts and projects
Qualification
Required
Bachelor's Degree in Accounting, CPA and/or advanced degree preferred
8+ years of relevant accounting experience; public accounting and financial services experience a plus
Solid understanding of accounting principles, financial reporting, and internal controls
Ability to research accounting guidance and apply findings to new transactions or product offerings
Experience leading a team, including providing direction, training, coaching, and feedback
Ability to work autonomously and exercise good judgement while also recognizing the need for help and asking for support when needed
Experience 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
Proficiency in managing multiple deliverables concurrently to meet deadlines
Proactively seeks improvement opportunities and can lead special project teams to implement change
Ability to work 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 it into a high-level story for presentation to senior leaders and other stakeholders
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.
10001+ employees
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
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
Company data provided by crunchbase