Job Description

Who We Are:

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 Opportunity:

As an integral member of the Finance team, you will be responsible for financial management reporting, financial analysis, performance assessment and forecasting with an overriding objective of driving the business forward.

What You Will Do:

Reporting to the Manager, Finance Decision Support, the Senior Financial Analyst will:

Financial Analysis and Decision Support.

• Responsible for conducting and documenting complex financial and economic analysis
• Ad-hoc analysis to help drive business decisions
• Provide financial analysis for emerging business opportunities, trends and financial results
• Support the team with peer review of all work to ensure no material quality or accuracy gaps

Business Planning, Budgeting and Financial Reporting

• Take ownership and responsibility of key reporting deliverables each month for timely deadlines
• Develop, manage and regularly present a reporting framework, including key success measures
• Update scorecards for the business, including commentary
• Determine need for existing or new reports, and design new reports and frameworks to address needs of business and proactively anticipates future requirements

Focus on Process

• Manage a process to high quality and efficiency standards, and determine the necessary inputs and outputs to meet customer needs
• Constantly assesses processes for improvement opportunities
• Take ownership for ensuring all work and/or processes are documented

What We’re Looking For:

• More than 3 years of experience working in a financial analyst role within a finance department
• Experience in financial analysis and modeling, reporting, budgeting and/or business planning
• University Degree, with a focus in business (Accounting, Economics, Commerce, or Mathematics/Statistics preferred)
• Advanced experience in reporting tools such Power BI, PowerPoint, Tableau
• Completion of or working towards a financial/accounting designation (CA, CMA, CGA) and/or CFA or MBA

What You Will Bring

• Analysis and Problem Solving Skills.
• Communication and Presentation Skills
• Financial Systems and Technology - Advanced MS Excel and PowerPoint
• Ease at handling of big datasets
• Familiarity with business intelligence applications (i.e. Business Objects, etc.)Project Management Skills and Knowledge.
• Draw project conclusions and make recommendations
• Display thorough knowledge of financial systems, Identify gaps or inefficiencies in existing systems and makes recommendations
• Demonstrate personal ownership and accountability for delivering on commitments

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. 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.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [email protected].

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

•    Canada's Top 100 Employers 
o    Greater Toronto's Top Employers 
o    Canada's Top Family-Friendly Employers 
o    Canada's Top Employers for Young People 
  
•    Great Place To Work® Certified 
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 

•    LinkedIn Top Companies in Canada
  
•    Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    HRD - 5-Star Diversity & Inclusion Employer 

Designations
•    Canadian Compassionate Companies – Certified 
•    Benefits Canada's Workplace Benefits Award - Future of Work Strategy 
•    TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting 
•    Canadian HR Reporter's Most Innovative HR Team