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. #J-18808-Ljbffr
Vacancy posted more than 2 months ago
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