Senior Accountant, Brokerage Accounting – Controllership

skillventory - A Leading Talent Research Firm

Senior Accountant managing financial reporting activities for Fidelity's Wealth and Brokerage organizations. Preparing journal entries, account reconciliations, and regulatory filings.

Posted 7/2/2026full-timeSmithfield • Massachusetts, Rhode Island • 🇺🇸 United StatesSenior💰 $67,000 - $127,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial accounting principles, regulatory filings, and financial statement preparation, with a strong ability to analyze financial data and improve processes. Proven capability to collaborate with business partners and manage multiple projects under tight deadlines.

Highest-signal resume keywords

Bachelor’s Degree In AccountingCPA Certification3-5 Years Of Accounting ExperienceFinancial Statement PreparationAudit Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Journal Entry PreparationAccount ReconciliationFinancial AnalysisCost AnalysisRegulatory FilingsInternal ControlsMulti-Dimensional ReportingProcess Improvement

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationTeam CollaborationInitiativeDetail-Oriented

Tools & Technologies

Financial SystemsReporting Tools

Certifications & Qualifications

CPAMaster’s Degree In Accounting

Industry Keywords

Banking AccountingBrokerage AccountingFinancial Services Accounting

About the role

Key responsibilities & impact

Responsible for accounting and financial reporting activities of the Fidelity Wealth and Brokerage organizations
Prepare and creation of journal entries, account reconciliations and communicating financial statement results to management
Prepare quarterly regulatory filings and annual financial statements

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
Great teammate who takes initiative and works constructively to achieve team goals
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
Passionate about details while maintaining a broad view of business objectives
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
Working closely with various business partners to ensure the financial results are accounted for accurately and properly
Ensuring processes and controls are appropriate and well documented
Preparing insightful analysis and compiling accurate information to respond to questions from management, auditors, regulators and business partner
Responsible for the preparation of the annual financial statements and coordinating interim/annual audits with the external auditors and regulators
Enhancing reporting packages and current processes to create efficiencies where possible
Participating in the development and completion of special projects as assigned

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