This position will be part of Corporate Accounting's Financial Controls Program team which is responsible for project managing and engaging with our business unit controllers, external partners and numerous individuals throughout Fidelity’s business units to document and assess the processes and controls for financial processes across the firm. This high-visibility position will closely partner with the business unit controllers to define the scope, develop project plans and execute the documentation and assessment efforts. This role will also have the opportunity to present approach, results and observations to business unit CFOs and finance leaders throughout Fidelity. This position will be located in Boston, with activities supporting all accounting and finance teams, located in Boston, MA; Jersey City, NJ; Westlake, TX; and Smithfield, RI.
15-25% travel necessary but this will vary**
Primary Responsibilities
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
Coordinate and collaborate with external partners
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
Desired Skills and Experience
Qualifications
Education and Experience
8+ years public accounting or mix or public accounting/internal audit
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
Skills and Knowledge
Familiarity with complex/matrixed client or corporate environments
Project management experience
Understanding of GAAP
IT audit experience helpful
Financial services industry experience highly desirable
Key Success Factors
Ability to quickly understand and connect key concepts
Works independently and exhibits both independent thinking and good judgment
Strong interpersonal skills. Able to participate in and / or lead cross company activities
Ability to influence groups that are not directly managed by the business unit controller
Ability to prioritize in order to allocate resources to the best advantage.
Ability to multi task, work under pressure and hit deadlines
Excellent critical writing skills
Excellent verbal communication skills
Ability to generate clear, concise depictions of process flows
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