Financial Analyst

Fidelity International; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

Fidelity International is seeking a finance professional to conduct financial analyses and develop reporting frameworks. The role requires a degree in Business and 12+ years of experience in finance, with a focus on building relationships and improving processes. Join a diverse team committed to innovation and client service, with opportunities for career growth in a flexible hybrid work environment.

Qualifications

• Minimum of 12 years' experience in finance with expertise in analysis, reporting, budgeting, or business planning.
• Experience in the Financial Services industry is an asset.
• Progress towards or completion of a financial/accounting designation preferred.

Responsibilities

• Conduct and document financial and economic analyses to support strategic initiatives.
• Develop and present reporting frameworks and management reports.
• Analyze financial performance against targets in management reports.

Skills

Analytical skills

Problem-solving

Communication

Presentation abilities

Project planning

Time management

Teamwork

Adaptability

Education

University or College degree in Business (Accounting, Economics, Commerce, Mathematics/Statistics)

Financial/accounting designation (e.g., CPA, CFA, MBA)

Tools

Microsoft Excel

Job description

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 new and better ways to serve our clients. As a privately owned company, we boldly embrace innovation as we grow into the future.

Working with us means you'll be part of a diverse and dedicated team making a real difference for our clients and communities every day. You'll have opportunities to grow your career in an inclusive environment where you'll feel valued and supported to excel both personally and professionally.

Business Overview

The Finance team manages budgeting, reporting, analysis, and special projects across Fidelity Investments Canada's divisions. Our focus is to support these groups by identifying issues, recommending solutions, providing financial transparency, and delivering value-added assessments. We build strong relationships with our clients and stakeholders to meet their needs effectively.

What You Will Do

1. Conduct and document moderate financial and economic analyses to support strategic initiatives under supervision.
2. Develop and present an actionable reporting framework, including key success metrics, management/executive reports, and Board reports.
3. Ensure timely and efficient delivery of standard reports, continuously improving reporting processes.
4. Analyze financial performance against targets in management reports.
5. Assist in developing financial forecasts and annual budgets.
6. Identify and implement solutions to improve efficiency through process automation and simplification.
7. Build positive relationships with key stakeholders and management.
8. Participate in special projects as assigned.

What We're Looking For

• University or College degree in Business (Accounting, Economics, Commerce, Mathematics/Statistics) or equivalent experience.
• Minimum of 12 years' experience in a finance department with expertise in analysis, reporting, budgeting, or business planning.
• Experience in the Financial Services industry is an asset.
• Progress towards or completion of a financial/accounting designation (e.g., CPA, CFA, MBA) preferred.

What You Will Bring

• Excellent analytical and problem-solving skills.
• Strong communication and presentation abilities.
• Project planning, coordination, and time management skills.
• Proficiency in Microsoft Excel and strong analytical skills.
• Ability to build effective business relationships.
• An innovative and creative mindset.
• Ability to foster good teamwork and work effectively across organizational levels.
• Adaptability to a fast-paced environment.
• Legal work authorization for Canada.

We offer a flexible hybrid work schedule and are committed to diversity and inclusion. Fidelity Canada is an equal opportunity employer and provides accommodations during the application process upon request.