Finance and Treasury Analyst

Job Description

Please note:

• Current work authorization for Canada is required for all openings.

• This is a regular, full-time role.

• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Who We Are:

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.

The Opportunity:

As a Finance and Treasury Analyst for Fidelity Canada within the Corporate Treasury and Controllership Department, this role will be reporting into the Director, Finance and Corporate Accounting in performing a variety of analytical and operational tasks including: providing cross-functional support to several areas across the organization, playing a key part in with daily treasury operations, collaborating with banking partners, liquidity risk management, financial reporting, process improvements.

What You Will Do:

• Primary contact and responsibility over the daily treasury operations within the corporate treasury team including bank account reconciliations, monitoring of account balances and processing of ad-hoc money movements from corporate bank accounts
• Monitoring and maintaining financial models of cash inflows and outflows to maintain optimal liquidity levels and assist in the evaluation of financial performance and strategic initiatives
• Preparing treasury reports, including cash position summaries, debt covenant reporting, and financial forecasts for management review
• Support the teams with maintaining cash flow forecasts and ensure consistency with quarterly P&L forecasts as completed by the forecasting and budgeting team, analyzing actual results versus budget and forecast
• Development and enhancement of a Fidelity Canada Corporate Treasury Dashboard
• Provide ad hoc analysis to the Director and Treasury Finance Manager to assist in responding to specific requests from Senior Management
• Collaborate with banking and business partners to help identify and implement solutions which improve efficiency and effectiveness through the elimination, simplification, and automation of processes

What We’re Looking For:

• Post-Secondary degree with a focus on business (Accounting, Economics, Commerce preferred)
• 1-2 years of experience working in a finance department with experience in corporate treasury, financial analysis, reporting, budgeting or business planning
• Experience working in the Financial Services industry is preferred but not required
• Completion of or working towards a financial/accounting designation (CPA)

The Expertise You Bring:

• You are well-organized, attentive to details, and capable of good time-management
• You take the initiative to develop and improve your knowledge and expertise to continually meet and exceed job expectations
• You have strong analytical skills with proficiency in financial modeling and data analysis
• You are analytical, inquisitive, and possess critical problem-solving skills
• You are a team player with good communication and presentation skills
• You have a strong knowledge of Microsoft Excel and PowerPoint
• Power BI experience is an asset
• You thrive in a fast-paced environment and work well with all levels of the organization

Some of the ways we will help you feel valued and supported as part of our team:

• Flexible working arrangements - hybrid, and in office options.

• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.

• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5000 annually for mental health services and therapy.

• Parental leave top-up to 100% of your salary for a period of 25 weeks.

• Up to $650 for home office equipment.

• Generous time off policy, including two paid days annually to volunteer at a charity of your choice.

• Diversity and inclusion programs, including an active network of Employee Resource Groups.

• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

Internal applicants should submit their application by 6:59 pm EST on Friday February 28, 2025.

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 [email protected].

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