Financial Analyst Sr

Job Description

Please note:

• Current work authorization for Canada is required for all openings.
• This is a regular, full-time role.
• You will be working on a hybrid schedule as part of Fidelity's dynamic working arrangement.

Who We Are

At Fidelity, we have 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 are 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 will be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You will have a wide range of opportunities to grow and develop your career in an inclusive environment where you will feel valued and supported to be your best - both personally and professionally.

How You'll Make an Impact

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

Reporting to the Manager, Financial Planning & Analysis, the Financial Analyst Sr will:

• Take ownership and responsibility with the consolidation of the Fidelity Canada P&L for the quarterly forecast cycles and annual business planning.
• 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 anticipate future requirements.
• Coordinate with other members of the finance department in assisting with the development and consolidation of expense forecasts.
• Create and maintain various forecast templates for consolidation of results.
• Assist in creation of quarterly forecast presentations and related analysis.
• Build out efficiencies in existing forecasting processes and systems.
• Participate in special projects and other ad-hoc analyses as required to help drive business decisions.
• Take ownership for ensuring key processes are documented.
• Build positive relationships with key stakeholders and management across the organization.

The Expertise You Bring

• Excellent analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Strong knowledge of financial systems and technology - advanced level of MS Excel and PowerPoint.
• Ease at handling big datasets, and familiarity with business intelligence applications (i.e. Business Objects, etc.).
• Ability to multi-task and work well independently, as well as within a team.
• Ability to provide project recommendations and conclusions by identifying gaps or inefficiencies in existing systems.

What We are Looking For

• Completion of University Degree with a focus in business (Accounting, Economics, Commerce, or Mathematics/Statistics preferred), or equivalent work experience.
• Minimum 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.
• Advanced experience in reporting tools such Power BI, PowerPoint, Tableau.
• Completion of or working towards a CPA designation, or MBA.

Some of the ways we will help you feel valued and supported as part of our team:

• Flexible working arrangements.
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5000 annually for mental health services and therapy.
• Parental leave top-up to 100% of your salary for a period of 25 weeks.
• Up to $650 for home office equipment.
• Generous time off policy, including two paid days annually to volunteer at a charity of your choice.
• Diversity and inclusion programs, including an active network of Employee Resource Groups.
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada's Top 100 employers for the last five years.

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

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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