Director, Shareholder Reporting

Job Description:

Are you interested in leading people and process on an operational team? Do you have a strong knowledge of financial reporting requirements for investment companies? The Director, Shareholder Financial Reporting role manages a team that delivers accurate and time-sensitive financial reports and filings required for shareholders and regulators. You will supervise and mentor staff to achieve high-quality results and coordinate process controls to proactively mitigate risk! Collaborating with data and systems teams, the Director also identifies new ways to automate and simplify the existing processes. You will collaborate with many groups within the Fidelity organization and use cross functional working relationships to achieve common goals and optimally represent the business to customers and business partners.

• Provide leadership, coaching, guidance, and direction to the team
• Leverage functional and technical area expertise to advise oversight, resolve production issues and implement operational improvements aimed at increasing efficiency and quality
• Define staffing requirements to ensure the ability to deliver superior products and accommodate new requirements as well as new investment and fund products
• Ensure controls are in place to support accurate /timely completion of financial reporting
• Proactively identify high risk exposure and develop effective solutions to minimize risks
• Demonstrate strong judgment in decision-making and raising issues ensuring information is concise and relevant to the most senior levels of management
• Analyze business metrics and participate in strategic planning by establishing clear, measurable performance objectives and standards
• Lead projects in the development of technology solutions and represent the department on projects lead by business partners

• 10+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on financial regulatory reporting
• 5+ years of management experience managing people and leading teams
• Prior experience with financial reporting for investment companies preferred including knowledge of Generally Accepted Accounting Principles (GAAP) or International Financial Reporting Standards (IFRS)
• Bachelor s Degree required. MBA or CPA preferred
• People leadership skills (hiring, training, motivating, managing)
• Innovation mentality ability to identify and drive forward new ways to improve current processes
• Advanced technical knowledge of investments, accounting (US GAAP) and SEC regulations governing the mutual fund industry
• Knowledge of risk frameworks and ability to design and supervise processes that will ensure a strong control environment
• Ability to work with all levels of management and make high impact decisions efficiently
• Strong understanding of workflows and requirements of internal and external business partners and systems applications
• Excellent written and verbal communications skills and strong presentation capability
• Proficiency in various PC software applications to include Microsoft, Access, Excel, Word, and PowerPoint

In Shareholder Reporting, we re on a mission to deliver SMART, SIMPLE, and SCALABLE reporting solutions while cultivating our talent. Our team is part of the Fund Administration domain within the FFIO organization. In fact, we re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC! Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity s new and alternative investment products, new and changing regulations and a brand-new technology platform that will transform the way we work.

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to