Fidelity Investments · 5 days ago
Sr. Manager, Accounting
Smithfield, RI
Full-time
Hybrid
Senior Level
7+ years expFidelity Investments is seeking a Senior Manager on the Asset Management Accounting Team within its Corporate Accounting function. The role is responsible for financial accounting and controllership for Fidelity's Institutional Asset Management legal entities, overseeing monthly close activities and preparing financial reports while also supporting team development and modernization efforts.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Performing monthly close processes and overseeing monthly close activities that support the Fidelity Institutional Asset Management legal entities
Overseeing the preparation of various financial reports including call reports, board presentations, and annual financial statements
Supporting the team’s various modernization efforts and projects on an ad hoc basis
Playing a key role in the professional development of the accounting professionals on your team
Forming 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
Leading and developing team members
Maintaining a strong control environment
Responsible for operational processes and internal controls to mitigate accounting and operational risks
Evaluating the results of management’s testing of controls performed by internal controls function
Preparing and reviewing financial statements in accordance with U.S. GAAP
Assisting with all aspects of external audits of AM entities
Timely meeting requests and providing support
Forming relationships with external audit counterparts
Timely working through operational issues impacting the accounting close and otherwise, as needed
Reviewing and analyzing legal entity results
Maintaining documentation of significant related party transactions
Maintaining an appropriate level of professional skepticism
Being a change agent to propel the team forward
Identifying, socializing and implementing operational improvement opportunities
Building and maintaining 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
Crafting presentations to communicate accounting results and other financial information
Being flexible and able to work on multiple areas/projects concurrently
Effectively using financial systems, reporting and teamwork tools (Oracle, Excel, Word, SharePoint, Power BI, etc.)
Qualification
Required
Bachelor's degree in Accounting / Finance or equivalent
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.)
Preferred
CPA preferred
7+ years experience, Asset Management or financial services accounting preferred
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
2026-01-20
2026-01-16
2026-01-16
Company data provided by crunchbase