Corporate Finance Manager

Fidelity Canada • Toronto, ON

67d • $105,000 - $123,000 • Hybrid

About The Position

Current work authorization for Canada is required for all openings. 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: The Corporate Finance Manager will be responsible for cash flow and liquidity management including forecasting, reporting and analytics, and daily treasury operations. This role will also be responsible for providing finance support on larger projects of strategic importance for cash flow, liquidity, balance sheet risk management and finance transformation by providing consulting, planning, and financial analysis. This role will be required to build strong partnerships with senior business leaders and colleagues for Fidelity entities in Canada and global counterparts in treasury. Finance transformation activities include collaborating with SMEs to establish new processes, enhancing existing controls, and systems and employing new technologies to advance the Fidelity Investments Canada treasury function. This position will be part of the Corporate Accounting and Controllership team, reporting to the Director, Finance and Corporate Accounting. The team is responsible for providing corporate accounting, treasury and controllership support to the Fidelity Joint Venture structure and entities within this structure. Please note that the internal business title for the role is Treasury Finance Manager.

Requirements

• University degree with a concentration in business or finance (or equivalent experience)
• Completion of CPA or equivalent is required.
• Minimum 3 years of previous experience gained either through audit or consulting with exposure to treasury fundamentals
• Strong interpersonal skills. Able to participate in and / or lead cross company activities.
• Ability to work at different levels of detail and be able to concisely summarize complex issues.
• Hands on work style - “can do” attitude with a strong desire to make things happen.
• A change agent who has the ability to see the big picture and plan ahead.
• Ability to multi task, work under pressure and hit deadlines.
• Team player who takes initiative and works constructively with others to achieve team goals.
• Excellent planning, prioritization, problem solving and organizational skills.
• Willingness to learn financial systems and emerging technologies
• Self starter that can work independently, with ability to evaluate when to engage senior management

Nice To Haves

• Big 4 experience, global and Canadian asset/wealth management industry experience

Responsibilities

• Develop, manage and regularly maintain cash flow and working capital forecast models.
• Build out forecast capabilities that are dynamic and timely to address needs of business and proactively anticipate future requirements.
• Co-ordinate with the business planning, budget and forecast process, drawing on knowledge of business events and initiatives to efficiently plan for upcoming years.
• Provide value-add financial analysis of treasury activities and communicate trends and financial results through reports, dashboards and presentations to internal finance teams and senior management.
• Work cross-functionally and act as key liaison with internal (client services, legal & compliance, corporate accounting, etc.) and external business groups (banking partners etc.)
• Work with global partners to evolve FIC’s treasury function with an eye towards risk management
• Operate with an eye towards identifying and implementing solutions which improve efficiency and effectiveness through elimination, simplification and automation of processes.
• Provide ad hoc analysis and support to Director to assist in responding to specific requests from Senior Management.
• Primary contact and accountability over the daily, weekly, and monthly treasury activities including bank reconciliations, monitoring of account balances and processing of cash transfers from corporate bank accounts, ensuring accuracy, timeliness and completeness.
• Provide guidance and coaching to junior treasury financial analyst.

Benefits

• Flexible working arrangements - 100% remote, 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, that 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 2 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level