Senior Accountant

Posted 8 Days Ago
Be an Early Applicant
Smithfield, RI
Mid level
Fintech
The Role
As a Senior Accountant at Fidelity, you'll support month-end close activities, prepare journal entries, conduct variance analyses, collaborate with business partners, document transactions, prepare financial statements and regulatory filings, assist with external audits, and streamline processes for efficiency.
Summary Generated by Built In

Job Description:

The Role

As a Senior Accountant, you will be a key member of the Fidelity Investments Life Insurance ("FILI") accounting team. You will be responsible for supporting month-end close activities. In addition, you will assist in preparing quarterly regulatory filings and annual financial statements.

  • Preparing journal entries, account reconciliations and management reporting schedules for the monthly and quarterly financial close;

  • Responsible for variance analysis to support reviews of financial results;

  • Collaborating with business partners to ensure accurate accounting and reporting;

  • Documenting intercompany and related party transactions;

  • Preparing audited financial statements and quarterly/annual regulatory filings;

  • Supporting the external audit process including preparing requested schedules; and

  • Streamlining processes and enhancing controls to improve efficiency of reporting.

The Expertise and The Skills You Bring

  • A Bachelor's degree in Accounting, CPA preferred

  • Minimum of three years’ experience in the Financial Services industry preferred but not required

  • Solid understanding of accounting principles and internal controls and experience preparing financial statements and related disclosures

  • Ability to multi-task and work under pressure to meet deadlines

  • Excellent written and verbal communication skills with the ability to interact effectively and confidently with all levels of management and business partners

  • Strong organizational skills with the ability to work independently

  • Knowledge of financial systems and dynamic reporting tools (i.e., Oracle and Free Form Planning reporting tools) and are proficient in Excel

The Team

We play a key role ensuring that financial transactions are recorded accurately for financial reporting and protecting the firm's assets through our work in financial accounting, internal controls, and legal entity reporting. FILI, who is part of Fidelity’s Enterprise Services organization, provides annuity and insurance products that enable our customers to address their financial needs.


Certifications:

Category:Accounting

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

Excel
Oracle
The Company
HQ: Boston, MA
58,848 Employees
On-site Workplace
Year Founded: 1946

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.

Similar Jobs

Middletown, RI, USA
218 Employees

Farther Logo Farther

Senior Financial Advisor

Fintech • Financial Services
Remote
Providence, RI, USA
205 Employees

Withum Logo Withum

Tax Senior Associate

Financial Services
Providence, RI, USA
1801 Employees

Withum Logo Withum

Tax Manager

Financial Services
Providence, RI, USA
1801 Employees

Similar Companies Hiring

MyBambu Thumbnail
Social Impact • Payments • Other • Mobile • Fintech • Financial Services • App development
West Palm Beach, Florida
120 Employees
Bectran, Inc Thumbnail
Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
Schaumburg, IL
51 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account