Financial Analyst
Financial Analyst
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Job Description
Job Description
Who We Are
At Fidelity weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best both personally and expertly.
Business Overview
The Finance team is responsible for budgeting management reporting and analysis and special projects for Fidelity Investments Canadas various business divisions. The teams focus is to support these business groups in achieving their objectives by identifying issues recommending solutions providing financial transparency and valueadded financial assessments. This is achieved by establishing strong ties with these client groups while meeting the needs and interests of all stakeholders.
What You Will Do
Conducts and documents moderate financial and economic analysis in support of strategic decisionmaking initiatives under direct supervision
Develops manage and regularly presents an actionable reporting framework including key success measures management/executive reporting and Board reporting
Ensure assigned standard reporting responsibilities are efficiently delivered and continuously improved
Ensures monthly and quarterly management reports are efficiently delivered and collect analysis of financial success against predetermined targets
Assist in the development of financial forecasts and related annual budgets
Identify and implement solutions which improve efficiency and effectiveness through the elimination simplification and automation of processes
Build positive relationships with key stakeholder and management across the organization
Participate in special projects as
What Were Looking For
University/College Degree with a focus in business (Accounting Economics Commerce or Mathematics/Statistics) or equivalent experience
12 years of experience working in a finance department with experience in financial analysis reporting budgeting and/or business planning
Financial Services industry experience is an asset
Completion of or working towards a financial/accounting designation (e.g. CPA) and/or CFA or MBA is preferred
What You Will Bring
Excellent analysis and problemsolving skills
Strong communication and presentation skills
Ability to plan projects coordinate time requirements and manage personal work to deadlines
You have a solid understanding of Microsoft Excel and keen analytical skills.
Ability to establish effective business relationships
An innovative and creative attitude
Ability to contribute to good working relationships among team members and across different groups
You thrive in a fastpaced environment and work well with all levels of the organization
Current work authorization for Canada is for all openings
You will be working on a flexible hybrid schedule as part of Fidelitys dynamic working arrangement
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 legallyprotected 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 .
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
Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top FamilyFriendly Employers
o Canadas 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 Todays 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 5Star Benefit Program
o HRD 5Star Diversity & Inclusion Employer
Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award Future of Work Strategy
TalentEgg National Recruitment Excellence Award Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team
Required Experience:
IC
Employment Type
Full-Time
