Job Description:

The Role

The Financial Controls Program (FCP) is an Enterprise-wide function that provides reasonable assurance over the completeness and accuracy over the key processes that support Fidelity’s financial statement reporting. The program evaluates the design and operating effectiveness of key financial statement controls. This role reports to the Vice President of the Financial Controls Program. Based on the relevant experience, candidates will be considered at the Sr. Director or Director level.

This role will deliver significant value to the business by leading multiple project teams to assess risks to the firm’s financial processes by leading complex integrated reviews and non-workstream related initiatives, including special projects and training efforts. This role will provide thought leadership and partner closely with the Head of Corporate Accounting & Controllership, Senior Business Leaders, Business Unit Controllers, Controllership Resources, other risk groups, process, and controls owners in executing the function’s mission.

The Expertise and Skills You Bring

10 to 15+ years of progressive experience with relevant controls, accounting and / or audit experience

Public Accounting / Consulting experience and Financial Services industry experience are highly desirable

Significant integrated financial controls expertise and SOX/IT SOX implementation experience

CPA highly desired. Other preferred certificates: CISA, CIA and CISSP

Strong knowledge of US GAAP, Internal Controls over Financial Reporting and COSO framework

Extensive experience in leading risk and controls assessments

Familiarity and proven track record of driving change within complex / matrixed corporate environments

Excellent project management experience necessary

Exposure to IT General Controls (ITGCs), IT Applications Controls concepts (ITACs) and related risks.

Advanced understanding of accounting and financial processes including financial statement risks and controls

Excellent verbal and written communication skills to design and present information to senior management

Highly effective at managing internal relationships and building successful partnerships

Exceptional leadership, master relationship builder with proven influencing and people management skills

Effectively identify the financial and IT risks within key processes and evaluate design and operating effectiveness of the control environment

Build productive and collaborative relationship with team members by providing and seeking feedback

Strong learning agility to quickly understand and connect key concepts and dependencies

Ability to adapt and thrive in rapidly changing environment and manage multiple priorities on a deadline basis

The Value You Deliver

Lead multiple work streams ensuring consistent application of program methodology and manage project teams

A strong desire to improve organizational maturity while introducing best practices to the function

Effectively serve as a trusted partner with internal stakeholders to execute program objectives in a timely manner

Develop a strong understanding of financially significant business processes and controls

Lead recurring risk assessments with Business Unit Controllers to evaluate the changing risk landscape

Lead coordination efforts with other internal risk functions and our external auditor

Ensure the quality of flowcharts, IT and manual control matrices, narratives and integrated controls testing plans.

Evaluate the current state of the control environment, correlate findings and develop overall conclusions

Identify opportunities to strengthen the financial controls environment and identify process efficiencies

High level of professionalism, sense of urgency, and self-motivation

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.