Senior Accountant, Brokerage Accounting – Controllership

skillventory - A Leading Talent Research Firm

Senior Accountant on the Brokerage Corporate Accounting Team responsible for accounting and financial reporting activities. Collaborating with finance and improving processes at Fidelity Wealth and Brokerage organizations.

Posted 6/24/2026full-timeBoston • Massachusetts, Rhode Island • 🇺🇸 United StatesSenior💰 $67,000 - $127,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accountingfinancial reportingjournal entriesaccount reconciliationsregulatory filingsfinancial statementscost analysisfinancial accounting principlesinternal controlsprocess improvements

Soft Skills

teamworkindependencecommunicationrelationship buildingproblem solvingtime managementadaptabilityattention to detailinitiativeanalytical thinking

Certifications

Bachelor’s Degree in AccountingCPAMaster’s Degree in Accounting