Financial Analyst

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 expertly.

Business Overview

The Finance team is responsible for budgeting, management reporting and analysis and special projects for Fidelity Investments Canada’s various business divisions.  The team’s 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.

What You Will Do

• Conducts and documents moderate financial and economic analysis in support of strategic decision-making initiatives under direct supervision

• Develops, manage, and regularly presents an actionable reporting framework, including key success measures, management/executive reporting, and Board reporting

• Ensure assigned standard reporting responsibilities are efficiently delivered and continuously improved

• Ensures monthly and quarterly management reports are efficiently delivered and collect analysis of financial success against pre-determined targets

• Assist in the development of financial forecasts and related annual budgets

• Identify and implement solutions which improve efficiency and effectiveness through the elimination, simplification, and automation of processes

• Build positive relationships with key stakeholder and management across the organization

• Participate in special projects as required

What We’re Looking For

• University/College Degree, with a focus in business (Accounting, Economics, Commerce, or Mathematics/Statistics) or equivalent experience

• 1-2 years of experience working in a finance department with experience in financial analysis, reporting, budgeting and/or business planning required

• Financial Services industry experience is an asset

• Completion of or working towards a financial/accounting designation (e.g. CPA) and/or CFA or MBA is preferred

What You Will Bring

• Excellent analysis and problem-solving skills

• Strong communication and presentation skills

• Ability to plan projects, coordinate time requirements and manage personal work to deadlines

• You have a solid understanding of Microsoft Excel and keen analytical skills.

• Ability to establish effective business relationships

• An innovative and creative attitude

• Ability to contribute to good working relationships among team members and across different groups

• You thrive in a fast-paced environment and work well with all levels of the organization