Job Description:
Director, Corporate Accounting Strategy and Operations
The Director, Corporate Accounting Strategy and Operations will be responsible for establishing a strategic operating plan to strengthen connectivity across our team (inclusive of our indirect international, FILI and Soteria teams) and with our business partners. The Strategy and Ops Director will also utilize effective data storytelling techniques to lead the build-out of executive level presentations, monitoring of KPIs, establishment of quarterly business reviews (QBRs), responding to senior leadership requests and communication of operating policies. This is a highly visible role and will include partnering across functions to build and evolve practices and standards that ensure alignment, transparency, and awareness. The ideal candidate should be an inventive and curious strategist with an ability to partner, execute and influence.
The role reports to the Head of Corporate Accounting and Controllership and operates in a highly matrixed environment, collaborating with accounting teams that support all business units both in the US and internationally and with other teams within the CFO Group, including the Finance Leadership Team (FLT), Tax and Treasury.
The Expertise and Skills You Bring
- Strategic and analytical professional who is self-motivated with successful track record working with senior leadership
- Flawless execution and meticulous attention to detail
- Strong storytelling skills – ability to distill insights from data in a compelling story for a variety of audiences
- Comfort with ambiguity and ability to adjust to and succeed in a constantly evolving environment (some work will be non-recurring and project-based)
- Continuous focus on prioritization of the areas that could make an impact to the team, function(s) and the enterprise
- Ability to build strong relationships and engage across Fidelity at all levels of the organization
- Intellectual curiosity and bringing outside-in perspective to identify opportunities for the function(s)
- 10+ years of accounting or finance experience
- Bachelor’s degree in accounting, Finance, or another related field
The Value You Deliver
- Strategy & Business operations: development and execution of an operating plan to enhance connectivity across our team and the sites in which we operate. The plan will also ensure there is alignment of our plan with the CFOs operating plan. The goal of the operating plan will be to enhance relationships across our team at all levels, seek continuous feedback from the team through roundtables, surveys and other communication methods, plan site visits and relationship building activities, lead the planning of our quarterly All Associates meeting, lead the planning and development of QBRs, and serve as a component of change management through sharing and communicating operating policies across the team to ensure a consistent approach is utilized by all accounting teams.
- Communications and business engagement: strengthen our storytelling through better KPI monitoring, visually appealing presentations, responsiveness to senior leadership requests, tracking of projects across the team, reporting on corporate accountings scope changes and achievements, and buildout of leadership team agendas and other communication channels.
- Special projects: ad-hoc analytical / cross-functional / consulting projects in support of corporate accounting and CFO priorities.
Corporate Accounting plays a key role in protecting Fidelity’s assets and providing accurate and reliable financial information for our businesses and the overall Firm. We work collaboratively with leaders across the organization including leaders from the business units and other functional groups such as Tax, Treasury, Legal and Risk. In addition to overseeing the accounting for FMR’s legal entities, Corporate Accounting is also responsible for the accounting of Devonshire Investors products and investor entities as well as the administration of our Shares programs
Certifications:
Category:Operations
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Top Skills
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.