Financial Analyst

2 weeks ago

Toronto, Canada Fidelity Investments Full time

Job Description
- About Us:_

Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.based firms.

For more information about Fidelity Clearing Canada, please visit

Role Overview:
The Financial Analyst - Billing is the person responsible for sending invoices out to get revenue in. This role is responsible for creating and sending billing (invoices) out to FCC's clients, Broker/Dealers and Portfolio managers in the brokerage industry, for the products and services they use.

What You Will Be Doing
- Ability to interpret contract language and set up appropriate billing methodologies, perform financial analysis and validate all price points on client bills.
- Collect, analyze and explain variations in client billing trends, research and explain variances in budget vs. actual client revenue.
- Create Management Reporting; identify and implement improvements to existing reports and develop new reports as needed
- Support and implement billing automation, technology enhancements and efficiency projects related to Billing
- Deliver stellar quality customer service interactions to our internal and external customers to exceed their expectations and create a positive experience.
- Data analysis and financial analysis;
- Processing of billing and invoicing;
- Working with technology, key participant on projects related to implementing billing automation, technology enhancements and efficiency projects related to Billing. This includes requirements gathering and testing.
- Delivering stellar quality customer service interactions to our internal and external customers to exceed their expectations and create a positive experience
- Using continuous improvement methodologies, continually searches for and takes initiative to improve and/or eliminate ineffective processes to improve customer service or gain efficiencies.

What We Are Looking For:

- Minimum 3 year post-secondary diploma or degree or equivalent work experience
- 1 year of experience within a corporate environment; ideally within financial services or accounts receivables.
- Experience in billing an asset;
- Advanced excel skills is an asset;
- General working knowledge of accounting is preferred.
- Working towards or completion of CSC an asset

The Expertise You Bring:

- Client service focus, good team work ethics and self motivated
- Exceptional interpersonal skills
- Independent decision making and capacity to influence others
- Advanced level of MS Office experience required
- Ability to address and resolve conflicts confidently
- Knowledge of brokerage technology platform preferred
- Y_ou 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.


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
- Greater Toronto's Top Employers
- Canada's Top Family-Friendly Employers
- Canada's Top Employers for Young People
- Great Place To Work® Certified
- Best Workplaces for Inclusion
- Best Workplaces for Mental Wellness
- Best Workplaces for Today's Youth
- Best Workplaces for Women
- Best Workplaces in Financial Services & Insurance
- Best Workplaces in Ontario
- Best Workplaces with Most Trusted Executive Teams
- LinkedIn Top Companies in Canada
- Human Resource Director (HRD) - Best Place To Work
- HRD - 5-Star Benefit Program
- 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

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