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Fidelity Accounting Jobs in Rhode Island (NOW HIRING)

Director Investment COE

Smithfield, RI

$95K - $186K/yr

  • Medical

  • Retirement

  • PTO

Fidelity is not providing immigration sponsorship for this position The Role Are you excited by ... Join our Investment Center of Excellence (COE) Accounting team as a Director and play a critical ...

Director, Finance

Smithfield, RI · On-site

$110K - $222K/yr

  • Medical

  • Retirement

  • PTO

Fidelity is not providing immigration sponsorship for this position The Role The Director of ... A Bachelor's degree in Finance, Accounting, Economics, or equivalent; MBA or advanced degree a plus ...

Fidelity will not provide immigration sponsorship for this position. The Role Are you looking for a ... BA/BS in Accounting, Finance, or related field of study. * Professional audit certifications (e.g ...

Plan Consultant

Smithfield, RI · On-site

  • Retirement

Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Plan ... College Degree or equivalent experience preferred * CPA, CEBS, ERPA or ASPPA designation(s ...

Plan Consultant

Smithfield, RI · On-site

  • Retirement

Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Plan ... College Degree or equivalent experience preferred * CPA, CEBS, ERPA or ASPPA designation(s ...

Plan Consultant

Smithfield, RI · On-site

  • Retirement

Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Plan ... College Degree or equivalent experience preferred * CPA, CEBS, ERPA or ASPPA designation(s ...

Fidelity will not provide immigration sponsorship for this position. The Role As a Senior Plan ... College Degree or equivalent experience preferred. * CPA, CEBS, ERPA or ASPPA designation(s), a ...

Audit Analyst

Smithfield, RI · On-site

$67K - $127K/yr

  • Medical

  • Retirement

  • PTO

Fidelity will not provide immigration sponsorship for this position. The Role Are you looking for a ... BA/BS in Accounting, Finance, or related field of study. * Professional audit certifications (e.g ...

Audit Director

Smithfield, RI · On-site

$110K - $222K/yr

  • Medical

  • Retirement

  • PTO

Fidelity will not provide immigration sponsorship for this position. The Role Are you looking for a ... BA/BS in Accounting, Finance, or related field of study. * Professional audit certifications (e.g ...

VP, Advanced Planning

Providence, RI · On-site

$118K - $226K/yr

  • Medical

  • Retirement

  • PTO

Bachelor's Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation ... Fidelity is not providing immigration sponsorship for this position. The Team We are part of the ...

Sr. Plan Consultant

Smithfield, RI · On-site

$110 - $140/hr

  • Retirement

Fidelity will not provide immigration sponsorship for this position. The Role As a Senior Plan ... College Degree or equivalent experience preferred. * CPA, CEBS, ERPA or ASPPA designation(s), a ...

Fidelity will not provide immigration sponsorship for this position. The Role Are you curious about ... Relevant certifications such as CISA, CIA, CPA, or similar are a plus but not required The Team Our ...

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Fidelity Accounting information

What is fidelity accounting?

Fidelity accounting refers to the specialized practice of tracking, recording, and safeguarding assets, typically within trust or fiduciary accounts, to ensure that all financial transactions comply with legal and ethical standards. It is commonly used by fiduciaries such as trustees, executors, and guardians to provide transparent records of how they manage someone else's assets. This process involves meticulous documentation, regular reporting, and adherence to both regulatory requirements and the specific terms of the trust or fiduciary arrangement. The goal is to protect the interests of beneficiaries and maintain accountability.

What are some of the common challenges faced by professionals in fidelity accounting roles?

Professionals in Fidelity Accounting often encounter challenges such as managing complex reconciliation processes, ensuring strict compliance with regulatory standards, and maintaining accuracy under tight deadlines. They may also need to adapt to frequent changes in financial regulations and internal policies, which requires ongoing learning and flexibility. Collaboration with audit teams and other departments is key, as is strong attention to detail when handling sensitive financial data. These challenges are balanced by opportunities to develop expertise in risk management and to advance within the broader financial services sector.

What are the key skills and qualifications needed to thrive in fidelity accounting, and why are they important?

To excel in Fidelity Accounting, you need strong analytical skills, attention to detail, and a solid understanding of accounting principles, often supported by a degree in accounting or finance and relevant certifications like CPA. Familiarity with accounting software, financial reporting systems, and reconciliation tools such as SAP or Oracle is commonly required. Strong organizational abilities, problem-solving skills, and clear communication help professionals manage complex transactions and collaborate with stakeholders. These skills are vital for maintaining accurate financial records, ensuring compliance, and supporting organizational integrity.

What is the difference between Fidelity Accounting vs Bookkeeper?

AspectFidelity AccountingBookkeeper
CredentialsAccounting degree or certification (e.g., CPA)High school diploma; some certifications preferred
Work EnvironmentFinancial firms, corporate accounting departmentsSmall businesses, offices, or remote settings
ResponsibilitiesFinancial reporting, compliance, auditsRecording transactions, maintaining ledgers

Fidelity Accounting professionals typically hold accounting credentials and work in corporate or financial environments, focusing on financial reporting and compliance. Bookkeepers usually have less formal education, working in small businesses or remote settings, primarily recording daily transactions. While both roles handle financial data, Fidelity Accounting involves more complex analysis and regulatory tasks compared to the transactional focus of bookkeepers.

What are popular job titles related to Fidelity Accounting jobs in Rhode Island?

For Fidelity Accounting jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Fidelity Accounting jobs in Rhode Island look for?

The top searched job categories for Fidelity Accounting jobs in Rhode Island are:

What cities in Rhode Island are hiring for Fidelity Accounting jobs?

Cities in Rhode Island with the most Fidelity Accounting job openings:

Infographic showing various Fidelity Accounting job openings in Rhode Island as of August 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, 13% Hybrid, and 13% Remote job distribution.

Senior Accountant, Brokerage Accounting & Controllership

Fidelity Investments

Smithfield, RI

$67K - $127K/yr

Full-time

Medical, Retirement, PTO

Re-posted 24 days ago


Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services


Job description

Job Description:

Senior Accountant, Brokerage Accounting and Controllerhip

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Senior Accountant on the Brokerage Corporate Accounting Team is a key member of the team responsible for accounting and financial reporting activities of the Fidelity Wealth and Brokerage organizations. The organizations' goal is to help customers invest towards their financial goals, develop a comprehensive plan for retirement and feel protected in times of need.

. You will work closely with finance and other members of the business to process accounting transactions, streamline accounting processes and improve controls and develop improved reporting of business and legal entity results. Your month-end close activities will include preparation and creation of journal entries, account reconciliations and communicating financial statement results to management. In addition, you will prepare quarterly regulatory filings and annual financial statements.

The Expertise and Skills You Bring
  • 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
The Team

As part of Fidelity's Corporate Accounting team, we play a key role for the company, protecting the firm's assets through our work in financial accounting, internal controls, financial transactions and legal entity reporting.

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.

The base salary range for this position is $67,000-$127,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:Category:Accounting

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