Manager - Global Financial Controls CoE

The Role

Are you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.

The GFC Manager role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.

The Expertise and Skills You Bring

• Play a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration.
• Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts.
• Effectively manage relationships and partnerships with internal stakeholders.

• Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)
• Five plus years of progressive experience with leading integrated financial audits
• Professional certification CPA, CA and/or CISA highly desired. Other relevant certifications CISSP and CIA
• Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
• Strong understanding of general accounting concepts including financial statement risks, and controls
• Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)
• Excellent verbal and written communication skills to present information to senior management
• Strong project management skills, ability to manage competing priorities and workload
• Proven track record of driving change within complex / matrixed corporate environments
• Learning agility to quickly understand and connect key concepts
• Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME

The Team

The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements.

Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth & Retail Brokerage, Fund and Brokerage Operations & Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India & Ireland) and advisory reviews over strategic initiatives.

Fidelity’s Onsite Working Model

• Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
• Currently, some roles and locations require 100% onsite presence, while others require less.
• Onsite expectations are likely to evolve as the rollout continues.
• This transition does not apply to fully remote roles.