Financial Analyst, Senior - Full Time - ON
Fidelity Investments
This is a full-time regular role.
You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement.
At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.
Working with us means you'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You'll have a wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and professionally.
The Finance team is responsible for budgeting, management reporting and analysis and special projects for Fidelity Canada's various business units. The team's main focus is to support these business groups in achieving their objectives by identifying issues, recommending solutions, providing financial transparency and value-added financial assessments. This is achieved by establishing strong relationships with these client groups while meeting the needs and interests of all stakeholders.
The successful individual is an articulate and analytical financial professional who will utilize their technical and relationship building skills to provide support to the Investment Management and Investment Operations groups within Fidelity Canada, while managing the needs and interests of many stakeholders including senior management.
As an integral member of the Finance team, you will be responsible for financial management reporting, financial analysis, performance measurement and business planning.
Contribute to a high performing team towards providing analytical support to internal clients in the investment management function in Canada.
Develop, manage and regularly present a framework to address the needs of the business and anticipate future business unit requirements, including management reports.
Proactive support of the cost allocation process this includes the design, compilation, review and implementation of various financial models.
Provide financial analysis and/or pricing support for business opportunities, trends and financial results. Facilitate the annual business planning and budgeting process while providing overall financial stewardship, expense management and support for other ad hoc projects.
Develop appropriate key performance indicators / success measures and develop post implementation assessments against the relevant measures.
Manages a process to high quality and efficiency standards and determines the necessary inputs and outputs to meet customer needs.
CPA (CA, CGA, CMA) designation preferred (or working towards or completed other professional designations such as CFA, or MBA)
University degree with a focus in business (accounting, economics, commerce, finance or mathematics / statistics preferred).
More than 3 years of experience working in a finance department with a minimum of 2 years' experience in financial analysis and modeling, reporting, budgeting and/or business planning (financial services industry experience preferred).
You have experience developing financial models, conducting sensitivity analysis and developing compelling insights for executive-level audiences
You have advanced knowledge of Microsoft applications, especially in Excel, PowerPoint and VBA
We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans' status, Aboriginal/Native American status or any other legally-protected ground.
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. No telephone inquiries or agencies please. o Greater Toronto's Top Employers o Canada's Top Family-Friendly Employers o Canada's Top Employers for Young People
- o Best Workplaces for Inclusion o Best Workplaces for Mental Wellness o Best Workplaces for Today's Youth o Best Workplaces for Women o Best Workplaces in Financial Services & Insurance o Best Workplaces in Ontario o Best Workplaces with Most Trusted Executive Teams
- o HRD - 5-Star Benefit Program o HRD - 5-Star Diversity & Inclusion Employer
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
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