Process Lead Assistant Manager - Canada Business Finance

Fidelity International; Gurgaon; On-site; INR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Comprehensive benefits package

Flexible work arrangements

Job summary

Fidelity International in Gurgaon is seeking a Process Lead/Assistant Manager for Canada Business Finance to join the Finance team. You will handle financial management reporting, analysis, budgeting, and ad hoc insights, collaborating with senior stakeholders across Fidelity Canada.

You will synthesize complex financial data into clear insights, support quarterly reviews and planning, and develop dashboards to track KPIs aligned with strategic goals.

Qualifications

• CA/MBA with 4–5 years post-qualification experience.
• Strong financial analysis skills and accounting knowledge.
• Detail-oriented with ability to synthesize data and insights.
• Proficient in MS Office; knowledge of HFM, Power BI, Tableau, Knime an advantage.

Responsibilities

• Develop, manage and regularly present a framework to address the needs of the business, including flash and management reports.
• Proactive support of the P&L and headcount reporting.
• Provide analytical insights on key performance drivers, increasing transparency for business leaders.
• Provide financial analysis for emerging business opportunities, trends and financial results.
• Develop appropriate key performance indicators / success measures and develop post implementation assessments against the relevant measures.
• Proactive support of quarterly business reviews.
• Facilitate the annual business planning/budgeting and quarterly forecasting process while providing overall financial stewardship, expense management and support for other ad hoc projects.
• Develop and maintain interactive dashboards and performance frameworks, enabling senior leaders to track metrics and KPIs aligned with strategy.
• Act as a strategic partner to senior stakeholders, bringing forward‑looking analysis rather than retrospective reporting.
• Influence and manage stakeholders to drive cultural change towards data‑driven decision‑making.

Skills

Financial analysis

Stakeholder management

Team collaboration

Education

CA/MBA

Tools

Excel

PowerPoint

HFM

Power BI

Tableau

Knime

Job description

Job Description:

About the Opportunity

Job Type: PermanentApplication Deadline: 16 September 2026

Job Description

Title Process Lead/Assistant Manager- Canada Business Finance

Department Finance

Location Gurgaon

Reports To Senior Manager - Canada Business Finance

Level Business Finance - 4

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.

About your team

The Finance team is responsible for management reporting, analysis, business planning and special projects for various business units within Fidelity Canada. The team's main focus is to support these business groups in achieving their objectives by identifying issues, recommending solutions, providing financial transparency and value‑added financial assessments. This is achieved by establishing strong ties with these client groups while meeting the needs and interests of all stakeholders.

About your role
The successful individual is an articulate and analytical financial professional who will utilize their technical and relationship building skills to provide support to the Decision Support and Business Unit Support groups within Fidelity Canada, while managing the needs and interests of many stakeholders including senior management.

As an integral member of the Finance team, you will be responsible for financial management reporting, financial analysis, performance measurement and business planning.

Beyond recurring deliverables, the role holder will be expected to conduct ad hoc analysis across Fidelity Canada business. This requires the ability to synthesise complex financial and operational data into clear insights at short notice, always with the utmost discretion given the confidential nature of the work.

Key Responsibilities

• Develop, manage and regularly present a framework to address the needs of the business, including flash and management reports.
• Proactive support of the P&L and headcount reporting.
• Provide analytical insights on key performance drivers, increasing transparency for business leaders.
• Provide financial analysis for emerging business opportunities, trends and financial results.
• Develop appropriate key performance indicators / success measures and develop post implementation assessments against the relevant measures.
• Proactive support of quarterly business reviews.
• Facilitate the annual business planning/budgeting and quarterly forecasting process while providing overall financial stewardship, expense management and support for other ad hoc projects.
• Develop and maintain interactive dashboards and performance frameworks, enabling senior leaders to track metrics and KPIs aligned with strategy.
• Act as a strategic partner to senior stakeholders, bringing forward‑looking analysis rather than retrospective reporting.
• Influence and manage stakeholders to drive cultural change towards data‑driven decision‑making.

About you

Qualified CA/MBA with up to 4 to 5 years of post-qualification experience.

Strong financial analysis skills including, knowledge of accounting principles and industry standard packages.

Shows high attention to detail, particularly when reviewing the works of others, and an appetite to dive into issues in depth as needed.

Proficient in knowledge of the Microsoft Office software packages; including Microsoft Excel and Power Point. Knowledge of HFM, Power BI, Tableau, Knime would be an advantage.

Ability to work as a team and contribute towards team goals, but equally be responsible for certain deliverables which need to be prepared independently and deliver results.

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

 Requirements: