Fidelity Bank · 6 days ago
Sr. Manager, Accounting
Fidelity Bank is seeking a Senior Manager on the Asset Management Accounting Team within their Corporate Accounting function. The role involves overseeing financial accounting and controllership for Fidelity’s Institutional Asset Management legal entities, managing monthly close processes, and developing team members.
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Responsibilities
Performing monthly close processes and overseeing monthly close activities that support the Fidelity Institutional Asset Management legal entities
Oversee the preparation of various financial reports including call reports, board presentations, and annual financial statements
Support the team’s various modernization efforts and projects on an ad hoc basis
Play a key role in the professional development of the accounting professionals on your team
Form relationships with accounting leadership, peers, central accounting functions (e.g., accounting policy, technology, etc.), billing and other support functions across the firm, and key vendors
Qualification
Required
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.)
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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