Financial Analyst Sr

Job Description: Please note: Current work authorization for Canada is required for all openings. This is a regular, full-time role. You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Business Overview

The Finance Business Unit (BU) Support team is responsible for budgeting, management reporting/analysis, and special projects for Fidelity Canada’s various business areas. The team’s main focus is to support these business areas in achieving their objectives by identifying issues, recommending solutions, providing financial transparency and value‑added financial assessments. This role specifically supports the fund oversight division.

How You’ll Make An Impact

• Lead business planning and forecast efforts across your responsible areas.
• Identify and include relevant direct and indirect resources required for inclusion in long‑term business plans.
• Consolidate and analyze data from a wide variety of sources, working with multiple stakeholders within prescribed timelines to complete an accurate budget and forecast.
• Complete quarterly forecasts based on historical trends, integrated with current sales volume projections while ensuring alignment from both Finance & Business executives.
• Develop appropriate key performance indicators and success measures relating to projects and business cases and develop post‑implementation assessments against the relevant measures.
• Lead business‑case development on behalf of Finance for strategic business and finance projects.
• Distill and convey complex subject matter in simple terms.
• Deliver effective presentations to senior management including the President, CFO and Senior Executive Team.
• Develop end‑to‑end financial models, conduct sensitivity analysis and develop compelling insights for executive‑level audiences.
• Lead analysis and presentation efforts that drive strategic decision making.
• Create and maintain complex financial models.
• Have or develop a thorough understanding of Fidelity’s product cost structure to support business partners.
• Communicate with relevant stakeholders (Fund Oversight Division, Legal, HR, Information Systems) on non‑standard requests to ensure any non‑financial considerations are properly reflected in the business case.
• In partnership with Manager, Finance Business Support, present business cases in clear and concise terms for executive committee review.
• Identify and coordinate areas of cross‑functional finance support for business projects (e.g., Accounting, Tax, Analytics, Reporting).
• Determine key stakeholders relating to monthly financial projections, ensuring relevant information is integrated into business cases and financial models.

What We’re Looking For

• 2+ years’ experience working in a financial analysis role within a finance department.
• University degree with a focus in accounting, business, commerce, economics, or related field, or equivalent work experience.
• Completion of a CPA (CA, CMA, CGA) or MBA.
• Asset: 2+ years in a financial analyst or equivalent role.
• Asset: Financial services industry experience.
• Asset: Previous experience with month‑end accounting cycle.

Expertise You Bring

• Excellent communication skills, both verbal and written.
• Ability to create complex financial models and sensitivity analysis.
• Strong financial and business acumen, translating financial concepts into business terminology.
• Demonstrated time‑management and project‑management fundamentals.
• Ability to thrive in a fast‑paced environment where business conditions and projects continually change.
• Advanced knowledge of Microsoft applications, especially Excel, PowerPoint and PowerBI.
• Strong organization and time‑management skills.
• Experience working and collaborating with peers, managers, and leaders.
• Ability to work effectively across multiple departments and partners, and within finance.

Total Rewards

• Base salary and discretionary performance bonus.
• Competitive annual wage range of $90,000 to $113,000, based on experience and qualifications.
• RRSP contribution after 6 months of employment (no employee matching required).

Fidelity Canada is an equal‑opportunity employer and welcomes all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, disability, family status, protected veteran status, Aboriginal/Native American status, or any other legally protected ground. Accommodations are available on request during the application process.