Accounting Associate

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Accounting Associate in Smithfield, RI!

**Please note this is a part time (20 hrs/week) role for slated 4-5 months

Please see the below pay rate range for the work location of Rhode Island only: $26.00 per hour.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

The Role

In this position, you will assist FILI’s Accounting Department with meeting its yearend regulatory filings and back office obligations for fiscal year 2025. These are highly visible and critical projects due to licensing and compliance requirements.

The Expertise and Skills You Bring

• High School or equivalent plus current pursuit of a Bachelor’s degree (preferably in Accounting)
• Familiarity with computer spreadsheets (Excel is recommended)
• Strong research, communication and organizational skills
• Proven attention to detail
• Self-starter with excellent interpersonal as well as verbal and written communication skills
• Great teammate and individual contributor
• Strong computer skills (Excel, Word, Internet, etc.)

Responsibilities of this role include:

• Reviewing and documenting year end filings policies and procedures for all 50 states
• Assisting in the preparation of state annual filings (including input of financial information into Sovo’s Wings reporting package), respond to inquiries received by various state and regulatory agencies and maintain state correspondence database
• Preparing state specific forms, preparing and posting journal entries
• Researching expense account fluctuations in account balances and determine if adjustments are required
• Assisting in providing schedules and other analysis for external audits
• Review statement changes made by Shareholder Publishing group to ensure accuracy
• Confirm prior year data accuracy
• Use of financial software systems (SmartView/Oracle) to refresh reports and ensure data accuracy
• Participate in other projects as assigned.

The Team

One of the many responsibilities of the Accounting Department at Fidelity Investments Life Insurance Company (FILI) is to provide financial results under Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (SAP) guidelines to both internal and external customers. In order to comply with our external customers (i.e. state insurance departments, rating agencies, auditors, etc.) regulatory requirements, Accounting files statutory financial packages annually in all 50 states for licensing and compliance.

Dynamic Working

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Company Overview

Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource.
For information about working at Fidelity TalentSource, visit FTSJobs.com.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.

Information about Fidelity Investments

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Fidelity Investments and Fidelity TalentSource are equal opportunity employers