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Financial Analyst Sr (Toronto)

Fidelity Investments

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. How You’ll Make an Impact

As the Financial Analyst Sr within the FCC Billing team, you will report to the Manager, Finance, and be a key contributor to the timely and accurate billing of clients, complex contract setup in finance applications, and act as the client service contact for client billing and regulatory reporting. This role also supports FCC client and relationship management teams on matters related to billing, performs complex data analysis and provides management reporting, and works on various projects. Primary Responsibilities

Timely and accurate preparation, processing, and financial analysis of client billings Interpreting contract language and setting up appropriate billing methodologies Creating billing journal entries in both Oracle and Dataphile System Collecting, analyzing, and explaining variations in client billing trends; and researching & explaining variances in budget vs. actual client revenue Identifying and implementing improvements to existing Management reports and developing new reports as needed Supporting and implementing billing automation, technology enhancements and efficiency projects related to Billing Supporting approval and processing of clients-initiated transactions and service requests Preparing regulatory reporting including QST, OSC, AMF and MFR Delivering stellar quality customer service interactions to our internal and external customers to exceed their expectations Ad-hoc projects and work as needed What We’re Looking For

Minimum 2-4 years of experience in financial analysis and regulatory reporting Completion of CPA or equivalent work experience Experience in billing and regulatory reporting is an asset Solid technical knowledge of accounting required Strong attention to detail and sense of accountability to follow-up on issues Excellent written and verbal communication skills Willingness to take on challenges with a positive attitude Highly motivated attitude and eagerness to learn Ability to organize and prioritize workload and work under strict deadlines Independent decision making and capacity to influence others Intermediate/advanced level of MS Excel Ability to address and resolve conflicts confidently Superior customer service focus Overtime will be required during month-end period Total Rewards That Reflect Your Impact

Hourly rate of $41 - $62. RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution; no employee matching required. We believe exceptional work deserves exceptional recognition. We offer a competitive compensation package designed to support your success today and your financial well‑being tomorrow. We provide provincial pay transparency and align with pay equity standards.

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Vacancy posted more than 2 months ago

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