Financial Analyst

4 months 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


  • Financial Analyst

    7 months ago


    Toronto, Canada Flexiti Financial Full time

    **About Us** Flexiti is one of Canada’s fastest growing fintech lenders. We aim to make our customers’ lives more affordable and help our retail partners grow their sales by offering flexible financing options. Through our award-winning omni-channel platform, customers can be approved instantly to shop with their FlexitiCard®, which they can use online...


  • Toronto, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...


  • Toronto, Canada Foresters Financial Services, Inc. Full time

    Career Opportunity Role Title Junior Financial Analyst Purpose of role With the introduction of the IFRS 17 accounting standards, Foresters Financial is looking for a junior financial analyst for a one (1) year contract to support IFRS 17 project deliverables and be part of shaping the future of financial reporting related to the IFRS 17...


  • Toronto, Canada Accord Financial Corp Full time

    **Summary**:This is a hybrid role and will require a minimum of at least one day per week at our corporate office** The Corporate Financial Analyst will primarily support the Finance Manager. As an integral member of the Finance team, the Financial Analyst is responsible for accounting and general ledger activities associated with maintaining ledger accounts...

  • Financial Analyst

    7 months ago


    Toronto, Canada Northbridge Financial Corporation Full time

    As the successful incumbent, you will use your previous experience in accounting to compile, analyze and reconcile financial accounts and records, while resolving discrepancies with internal and external client groups and improving internal processes as needed. The Financial Analyst, reporting to the Manager IT Finance, supports the IT Finance Manager in...

  • Financial Analyst

    7 months ago


    Toronto, Canada Northbridge Financial Corporation Full time

    We’re Northbridge Financial. We’re proud to be 100% Canadian and owned by Fairfax Financial. We serve through our Northbridge Insurance, Federated Insurance, and TruShield Insurance brands. We have a reputation for being one of Canada’s leading commercial property and casualty insurance company. Our employees are dedicated to understanding the needs of...

  • Financial Analyst

    2 weeks ago


    Toronto, Canada PC Financial Full time

    **All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 500 Lake Shore Boulevard West, Toronto, Ontario, M5V 2V9 **When you hire great people, great things can happen.** PC Financial offers unprecedented value to Canadians through payment products. We’re a different kind of bank with a different...

  • Data Analyst Intern

    2 weeks ago


    Toronto, Ontario, Canada BMO Financial Group Full time

    Data Analyst Intern Role OverviewBMO Financial Group is seeking a highly motivated and detail-oriented Data Analyst Intern to join our team in the Capital Markets Data Analytics division. As a Data Analyst Intern, you will be responsible for working closely with our data scientists and analysts to develop and maintain advanced data analytics tools and models...

  • Financial Analyst

    2 weeks ago


    Toronto, Canada BMO Financial Group Full time

    33 Dundas Street West Toronto Ontario,M5G 3C2 **BMO is hiring a Financial Analyst to join the Controls & Contract Management team.** **We are looking for a strong self motivated individual that has Accounting experience.** **This is an excellent hybrid opportunity based at our Toronto location.** Analyzes, monitors and reports on the financial...

  • Financial Analyst

    7 months ago


    Toronto, Canada Northbridge Financial Corporation Full time

    Nous sommes la Financière Northbridge. Nous sommes fiers d’être une société canadienne à 100 %, détenue en propriété exclusive par Fairfax Financial. Nous offrons nos services par l’entremise de nos marques Northbridge Assurance, Les assurances Federated et TruShield Assurance. Nous sommes reconnus comme étant l’une des plus importantes...

  • Financial Analyst

    7 months ago


    Toronto, Canada Northbridge Financial Corporation Full time

    As the successful incumbent, you will use your previous experience in accounting to compile, analyze and reconcile financial accounts and records, while resolving discrepancies with internal and external client groups and improving internal processes as needed. The Financial Analyst, reporting to the Manager IT Finance, supports the IT Finance Manager in...

  • Financial Analyst

    5 days ago


    Toronto, Canada Neo Financial Full time

    **_Come Build a Better Financial Future for all Canadians_** At Neo, we’re building a more rewarding financial experience for all Canadians. Life at a rapidly expanding tech startup is demanding, exhilarating, and not for everyone. From world-class creative minds to brilliant engineers, it's high-performing people that make Neo a workplace with passion...


  • Toronto, Canada CI Financial Full time

    **ABOUT US** CI Global Asset Management is one of the country’s largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group...


  • Toronto, Canada Foresters Financial Services, Inc. Full time

    Career Opportunity Role Title Financial Analyst, Membership Finance Purpose of role Reporting to the Manager, Membership Finance, this position will play a key role in managing the finances for the Membership Department including tracking, reconciliations and reporting of all financial information. Additionally, this role will support the financial...

  • Financial Analyst

    4 days ago


    Toronto, Canada Neo Financial Full time

    Come Build a Better Financial Future for all Canadians At Neo, we’re building a more rewarding financial experience for all Canadians.Life at a rapidly expanding tech startup is demanding, exhilarating, and not for everyone.From world-class creative minds to brilliant engineers, it's high-performing people that make Neo a workplace with passion and...

  • Financial Analyst

    7 months ago


    Toronto, Canada Foresters Financial Services, Inc. Full time

    Career Opportunity Role Title Financial Analyst (15 Month Contract) Purpose of role The Financial Analyst, Financial Planning & Analysis will play a key role in supporting a team that manages the finances for the enterprise including the tracking of key metrics, business casing and benefits realization. This position requires strong skills in advanced...


  • Old Toronto, Canada IFG International Financial Group Ltd Full time

    IFG International Financial Group Ltd is seeking a Senior Financial Regulation Analyst to join their team. This is a contract position with a potential extension or possible conversion to permanent.The role will be based in Toronto, ON, and will require working 2 days a week in the office (Mondays and Wednesdays).Job Description:This is an exciting...


  • Toronto, Ontario, Canada IFG - International Financial Group Full time

    About the RoleWe are seeking a highly skilled Senior Treasury Financial Analyst to join our team at IFG - International Financial Group. In this hybrid role, you will work 2 days a week from our office.Job DescriptionProduce and monitor P&L attribution, hedge effectiveness, risk, and valuation to ensure accuracy and integrity of financial reports.Analyze...

  • Analyst

    3 months ago


    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Analyst** **Scheer Rowlett & Associates** **Toronto, Ontario** Interested in joining one of Canada’s top performing asset managers? We are looking for an Analyst to join our Investment Team. The Analyst will be responsible for conducting detailed fundamental analysis of Canadian and Global equities to support SRA’s buyside activities. In addition,...

  • Financial Analyst

    7 months ago


    Toronto, Canada TREG Holdings Full time

    **Job Description - Financial Analyst** Top Real Estate Group (TREG) founded in 1993 is an investment management company. We are an industry-leading company specializing in the management of real estate portfolios and are dedicated to maximizing returns for investors, employing a sophisticated approach that encompasses comprehensive deal origination,...