Finance Manager, FP&A

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 expertly.

Business Overview

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

This role is an integral part of the Finance team within FCC, focusing specifically within the Financial Planning & Analysis function. This position reports directly to the Director, Finance. You will be working as part of a team focused on integrating the various financial planning aspects of FCC to provide accurate, high quality financial forecasts as part of the Fidelity Canada quarterly rolling financial forecast process. This includes producing P&L forecasts, as well as driving forward the development of FCC’s various revenue and expense models and value-added analytic capabilities. This position will have regular interface with the Chief Financial Officer and other members of the Senior Management team across FCC.

What You’ll Do

• Lead the annual business planning process through consolidation and delivery of the FCC’s P&L 3-year plan and quarterly forecasting process with mentorship of senior financial analyst on the team
• Coordinating with the Fidelity Canada finance team on integrating requirements and timelines of the overall planning calendar, consolidation of quarterly forecasts through submission templates.
• Develop, manage and regularly maintain forecast models which are linked to key success measures and scorecards
• Conduct meetings and presentations internally with finance teams and Senior Management to communicate deliverables and results.
• Build out forecast capabilities that are dynamic, timely and capable of sensitivity analysis for FCC
• Help develop, manage and regularly present a reporting framework including scorecards and commentary
• Determine the need for enhancement to existing reports or proactively anticipate future requirements and development of new reporting
• Work cross-functionally on the development and implementation of new tools required to help drive dynamic, forward-looking business strategies
• Build positive relationships with key stakeholders and management across the organization
• Operate with an eye towards continuous improvement in enhancing current processes and tools

What We’re Looking For

• University degree with a concentration in business, accounting, or finance or equivalent work experience
• Completion of CPA designation
• At least 4 years of progressive experience within a firm and/or a within a financial analysis role within a finance department
• Experience in a combination of the following: financial analysis and modelling, reporting, strategic business planning, budgeting and/or performance measurement
• Financial Services industry / brokerage business experience preferred

The Expertise You Bring

• You are well-organized, attentive to detail, and capable of good time-management
• You manage competing priorities with the ability to understand broader issues, probe for information and proactively seek opportunities to add value
• You are confident and a strong relationship builder
• You possess excellent communication skills with ability to translate complicated concepts into business terminology.
• You have a strong knowledge of Microsoft Excel and keen analytical skills
• You have experience working with Microsoft PowerPoint to create compelling materials for senior management
• Completion of CSC and knowledge of Dataphile, Oracle general ledger and Business Objects is an asset

Current work authorization for Canada is required for all openings.

You will be working on a flexible hybrid schedule as part of Fidelity’s 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 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 FidelityCanadaStaffing@fidelity.ca .

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