Director, Financial Controls Program

Fidelity Investments - Boston, Massachusetts
1/22/2018 5:37:04 AM

Job Desription

Director, Financial Controls Program

As a member of the Financial Controls Program Team, you will deliver value to the business by assessing the financial risks and documenting the financial processes and associated key controls that ensure the integrity of the organization’s financial statements.

The Expertise We’re Looking For
8+ years public accounting or mix or public accounting/consulting
SOX expertise required
Experience in public company SOX implementation highly desirable
Extensive experience in controls documentation; ideally on initial engagements
Experience in interviewing clients and interpreting client data
Financial services industry experience highly desirable
Familiarity with complex/matrixed client or corporate environments
Project management experience necessary

The Purpose of Your Role

You will be directly supporting the various Fidelity business unit Controllers and business leaders during the initial documentation and assessment efforts, which will provide excellent opportunities to learn about Fidelity’s many businesses and financial processes. This high-visibility position will closely partner with the business unit controllers and external partners to define the scope, develop project plans and lead and execute the documentation and assessment efforts of the organization’s significant financial processes. This role will also have the opportunity to present approach, results and observations to finance and business leaders throughout Fidelity. After the Financial Controls Program is implemented, you will transition into the controllership organizations within the Fidelity business units or the Financial Controls Program Office to sustain and improve controllership practices and maintain the enhanced control environment.

The Skills You Bring
Ability to quickly understand and connect key concepts
Ability to identify financial risks and key controls within a process
Work independently and exhibit both independent thinking and good judgment
Strong interpersonal skills.
Ability to multi task, work under pressure and hit deadlines
Strong project management skills
Excellent verbal communication skills
Ability to generate clear, concise depictions of process flows

The Value You Deliver
Partner with business unit controllers and Financial Controls Program team to execute program objectives
Lead multiple work streams ensuring consistent application of project methodology and manage project teams
Develop an understanding of business processes and controls
Identify and meet with process owners and conduct interviews and walkthroughs
Prepare flowcharts, control matrices, narratives and controls testing plans of the assigned processes
Evaluate the current state of control environment and individual controls
Correlate findings and develop overall conclusions
Identify control risks and deficiencies and recommend improvements

How Your Work Impacts the Organization

This critical position is part of Fidelity's Financial Controls Program team which is designing and implementing a financial controls program throughout all of Fidelity’s business units and legal entities. The objectives of this program are to document and assess the key financial controls for the significant financial processes across the firm.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity is an equal opportunity employer..

Job: Accounting

Primary Location: US-MA-Boston

Schedule: Full-time

Job Level: Director

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard

Overtime Status: Exempt

Travel: No

Boston, Massachusetts
Boston, MA