Financial Analyst Sr

Fidelity Canada • Toronto, ON

18h • Hybrid

About The Position

The Senior Financial Analyst will be responsible for timely, accurate financial reporting and forecasting for their business unit. This role is also responsible for providing Finance support on larger projects of strategic or business importance by providing consulting, planning, and end-to-end business case support. This role will be required to build strong partnerships with business leaders and colleagues by providing appropriate financial stewardship, guidance, and strategic support. This role will reside in the Finance department, specifically on BU Support team reporting to Manager, Finance (Business Support), while directly supporting projects and assignments relating to Business or Finance strategy or operations.

Requirements

• 2+ years’ experience working in Financial Analysis role within a Finance department.
• University degree with a focus in Accounting, Business, Commerce, Economics, or related field or equivalent work experience.
• Completion of a CPA (CA, CMA, CGA) or MBA.
• Excellent communication skills, both verbal and written.
• Ability to create complex financial models and sensitivity analysis.
• Strong financial and business acumen, being able to translate financial concepts into business terminology.
• Demonstrated time management & project management fundamentals.
• Ability to thrive in fast-paced environment where business conditions and projects continually change.
• Advanced knowledge of Microsoft Applications, especially Excel, PowerPoint, and PowerBI.
• Strong organization and time management skills.
• Experience working and collaborating with peers, managers, and leaders.
• Ability to work effectively across multiple departments and partners, and within Finance.

Nice To Haves

• 2+ years in Financial Analyst or equivalent role
• Financial Services industry experience
• Previous experience with month end accounting cycle.

Responsibilities

• Lead Business Planning and Forecast efforts across responsible areas.
• Successful identification and inclusion of relevant direct and indirect resources required for inclusion in long-term business plans.
• Consolidate and analyze data from a wide variety of sources, working with multiple stakeholders within prescribed timelines to complete an accurate budget / forecast.
• Complete quarterly forecasts based on historical trends, integrated with current sales volume projections while ensuring alignment from both Finance & Business executives.
• Develop appropriate key performance indicators / success measures relating to projects and business cases and develop post implementation assessments against the relevant measures.
• Lead Business Case Development on behalf of Finance for strategic Business and Finance projects.
• Ability to distill and convey complex subject matter in simple terms.
• Ability to deliver effective presentations to senior management including the President, CFO, and Senior Executive Team.
• Ability to develop end-to-end financial models, conduct sensitivity analysis and developing compelling insights for executive-level audiences.
• Lead analysis and presentation efforts that drive strategic decision making.
• Create and maintain complex financial models.
• Have or develop a thorough understanding of Fidelity’s product cost structure to support business partners.
• Communicate with relevant stakeholders (i.e., Fund Oversight Division, Legal, HR, Information Systems) on non-standard requests, ensuring any non-financial considerations are properly reflected in the business case.
• In partnership with Manager, Finance Business Support, present business cases in clear and concise terms, for executive committee review.
• Identify and coordinate areas of cross-functional Finance support for business projects (e.g. Accounting, Tax, Analytics, Reporting).
• Determine key stakeholders relating to monthly financial projections, ensuring relevant information is integrated into business cases and financial models.

Benefits

• Base Salary and Discretionary Performance Bonus: A competitive annual wage range of $90,000 to $113,000, 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 required.

What This Job Offers

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