Senior Accountant, Brokerage Accounting – Controllership
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Accounting
Financial Reporting, Senior Accountant, Accounting Manager, Financial Compliance -
Finance & Banking
Financial Reporting, Accounting Manager, Financial Compliance
Job Description & How to Apply Below
Responsibilities
- key member of the team responsible for accounting and financial reporting activities of the Fidelity Wealth and Brokerage organizations
- process accounting transactions, streamline accounting processes and improve controls and develop improved reporting of business and legal entity results
- month‑end close activities including preparation and creation of journal entries, account reconciliations and communicating financial statement results to management
- prepare quarterly regulatory filings and annual financial statements
- enhancing reporting packages and current processes to create efficiencies where possible
- participating in the development and completion of special projects as assigned
- Bachelor’s Degree in Accounting
- CPA and/or master’s degree in Accounting preferred
- 3‑5 years of experience in accounting; experience in banking, brokerage or financial services accounting preferred
- Demonstrates solid understanding of financial accounting principles and internal controls; and can apply concepts to business events and transactions
- Audit background or experience working with auditors and preparing financial statements
- Ability to work both independently and in a team environment
- Hands on work style - can do demeanor with a strong desire to make things happen
- Excellent written and verbal communication skills
- Ability to perform major account/cost analysis and identify/interpret trends in financial statement line items
- Ability to create and maintain strong, constructive relationships with business partners
- Ability to identify process improvements and recommend changes to policies and procedures
- Keen knowledge of financial systems and applications and multi‑dimensional reporting tools
- Ability to work on multiple projects concurrently and meet tight deadlines at each month end and quarter end
Position Requirements
10+ Years
work experience
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