Director Finance Controllership

Fidelity Canada; Toronto; On-site; CAD 80,000 - 150,000; Full time

Job summary

Join a forward-thinking company as a Director in Finance Controllership, where you'll lead a dynamic team responsible for delivering high-quality financial information. This role offers a unique opportunity to oversee regulatory reporting, enhance client billing processes, and manage external audits. You will play a crucial role in shaping financial strategies and collaborating with various stakeholders to drive business success. With a commitment to innovation and employee development, this role promises a rewarding career path in a supportive and inclusive environment, making a real impact in the financial sector.

Benefits

Competitive total compensation package

Profit-sharing program

RRSP contributions

Health benefits with no premiums

Health Care Spending Account

Health and Fitness Reimbursement

Home office equipment allowance

Generous time off policy

Paid volunteer days

Tuition reimbursement

Qualifications

• 7+ years in financial analysis and planning, with 3+ years in leadership.
• CPA required; experience in broker/dealer environment is a plus.

Responsibilities

• Oversee regulatory reporting and client billing for 100+ clients.
• Lead a team in financial control and manage external audits.

Skills

Financial Analysis

Financial Planning

People Leadership

Strategic Thinking

Communication Skills

Time Management

Coaching

Education

University Degree in Business

Master's Degree or Equivalent Experience

Chartered Professional Accountant (CPA)

Tools

Microsoft Excel

Oracle General Ledger

Dataphile

Job description

Job Description

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.

Company Overview

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.

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. Fidelity Clearing Canada’s core values for solution delivery are centered around transparency, leadership, and collaboration.

The Opportunity

The Director, Finance Controllership FCC is part of the Fidelity Clearing Canada Finance team responsible for the delivery of accurate, high quality financial information to team members; the senior management team; the Board of Directors, and business partners; and reports directly to the Chief Financial Officer, FCC. This role manages a team of financial analysts/managers and has responsibility for Regulatory Reporting, Client Billing, External Audit Management, and Internal Control Oversight. People manager responsibilities include hiring, development, performance management and daily resource prioritization.

What You’ll Do

• Oversees the regulatory reporting function and capital planning/monitoring processes at Fidelity Clearing Canada including the completion of regulatory reporting for the CFO signoff and the monthly review with business representatives to review and resolve items impacting business performance reflected in regulatory reporting.
• Oversees the client billing function for 100+ clients and works to find ways to improve process/enhance accuracy and timeliness of the billing process and resolve inquiries.
• Supports various external audits across the firm (Form 1, SOC 1, SOC 2 etc) and plays a leadership role in managing audits and establishes themselves as main point of contact with external/internal auditors.
• Lead a team that drives financial control at FCC through oversight, reporting and testing. This includes many aspects of financial control including the account reconciliation process, client monitoring, and capital management.
• Contribute and team lead on implementing financial systems infrastructure, identify data requirements and work with technology to build ongoing data capabilities.
• Collaborates and builds relationships within the industry and with prospects and clients to be seen as an industry advocate and delivers results.
• Demonstrates leadership capabilities which includes providing continual constructive feedback, coaching, development and guidance to strengthen team and individual effectiveness.

What We’re Looking For

• University degree with focus on business/Masters degree or related field or equivalent experience.
• 7+ years of experience in financial analysis and financial planning and 3+ years of people leadership experience.
• Experience in a broker/dealer environment is an asset.
• Chartered Professional Accountant (CPA) is a requirement.
• Chief Financial Officers (CFO) qualifying exam with CSI to be completed after start date/within a reasonable timeframe.

• Completion of Canadian Securities Course (CSC), Certified Internal Controls Auditor (CICA), In-depth brokerage course is an advantage.
• Knowledge of Microsoft applications (Excel, MS Access), Oracle general ledger, Dataphile, CIRO financial compliance rules.
• Strategic thinking and ability to orchestrate use of business analytics for decision making.
• Strong business acumen and ability to demonstrate big picture understanding of business, interrelationships, priorities.
• Excellent time management skills and strong attention to detail.
• Proven strength in coaching/employee development.
• Ability to effectively liaise, build relationships/use appropriate influencing strategies with stakeholders at all levels of organization.
• Excellent communication skills with ability to translate complicated concepts into business terminology and ability to effectively make presentations to diverse internal audiences.

Fidelity Benefits and Perks!

• Competitive total compensation package.
• Opportunity to participate in Fidelity profit-sharing program.
• Company contributes into your RRSP, without a matching requirement from you.
• Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy.
• Health Care Spending Account.
• TELUS Health Virtual Care app.
• Health and Fitness Reimbursement.
• Up to $650 for home office equipment.
• Generous time off policy.
• 2 paid days annually to volunteer.
• Access to over 11,000 training and development courses.
• Tuition reimbursement.
• Monetary awards for completing a required designation.
• Annual dues reimbursement for professional designations.
• Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks.

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 [e-mail] .

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