Overview
Senior Financial Analyst Jobs in Kitchener, Canada at Fidelity Investments Canada
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.
The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.
Company Overview
At Fidelity Canada, 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.
Business Overview
The Senior Financial Analyst 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 role will provide the opportunity to work cross functionally with business unit leaders and across the overall FCC finance team.
How You’ll Make an Impact
- Deliver on the annual business planning and quarterly forecasting process through consolidation and delivery of the FCC’s P&L 3-year plan and forecast
- Coordinating with the Fidelity Canada finance team on integrating requirements of the overall planning calendar and owning the consolidation of quarterly forecasts through submission templates.
- Develop and regularly maintain forecast models which are linked to key success measures and scorecards
- Produce financial modelling to forecast both revenue and expenses at an underlying driver level
- Build out forecast capabilities that are dynamic, timely and capable of sensitivity analysis for FCC
- 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 financial processes, reporting and financial models to strengthen financial capabilities across the team
- Create clear, concise reports and presentations that translate complex financial data into actionable insights for executive leaders
Qualifications
- University degree with a concentration in business, accounting, or finance or equivalent work experience
- At least 3 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, business planning, budgeting and/or performance measurement
- Background in corporate FP&A with a solid understanding of accounting principles
- Working towards or completion of CPA designation
- 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
- Effective collaboration and communication skills with analytical rigor and an ownership mindset
- Are an Excel superuser with the ability to use other analytics, databases and statistical tools
- You have experience working with Microsoft PowerPoint to create compelling materials for senior management
Total Rewards
We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today-and your financial well-being tomorrow.
For this role, your total rewards include:
- Base Salary and Discretionary Performance Bonus: A competitive annual range of $80,000 to $100,000
, based on your experience and qualifications. - RRSP Contribution:
After 6 months of employment, we invest in your future with an RRSP contribution-no employee matching…
Title: Senior Financial Analyst
Company: Fidelity Investments Canada
Location: Kitchener, Canada
Category:
