Finance Manager, Financial Planning & Analysis

Job title: Finance Manager, Financial Planning & Analysis

Job description: Job Description

This opportunity is a fixed term contract opportunity ending in March 2025.

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.

Role Overview

This position, reporting to the Manager, Finance on the Financial Planning and Analysis team requires an individual with strong analytical and influence skills and the ability to manage multiple competing priorities. The candidate should have experience in a Finance organization (particularly financial planning and analysis and business unit support). This individual will need to establish strong ties with the business while managing the needs and interests of many stakeholders, namely Fidelity Canada senior management, Fidelity International and external parties.

What You Will Do

• Maintain and provide insights to a number of finance-led initiatives to drive decisions throughout the firm. This includes developing Management Segment reporting to identify areas of potential efficiencies and further enhancing the scorecards for all business units.
• Track key finance deliverables across the team and identify key deliverables and dependencies. Act as a liaison between the FP&A, Decision Support and Business Unit Support teams so that deliverables are met and information is openly shared to eliminate work redundancy.
• Work directly with the Corporate Finance senior team on ad hoc initiatives and projects in supporting of the FP&A, Decision Support and Treasury teams. This includes preparation of board and meeting materials and providing support to the Fidelity Canada organization
• Conducts and documents complex financial and economic analysis in support of strategic decision-making initiatives with limited direction
• Provide financial analysis and/or pricing support for emerging business opportunities, trends and financial results
• Develop, manage, and regularly present a reporting framework, including key success measures and scorecards for the business unit (s) supporte
• Constantly strive to communicate results in new and innovative ways that allows management to assess business performance and make appropriate decisions
• Assist in the development of financial forecasts and related annual budget
• Identify and implement solutions which improve efficiency and effectiveness through the elimination, simplification, and automation of processes
• Design new reports and frameworks to address needs of business and proactively anticipates future requirements
• Build positive relationships with key stakeholder and management across the organization

What We’re Looking For

• University/College Degree, with a focus in business (Accounting, Economics, Commerce, or Mathematics/Statistics) or equivalent experience
• Minimum 4 years’ experience working in a financial analyst role within a finance department
• Experience in financial analysis and modeling, reporting, budgeting and/or business planning
• Financial Services industry experience preferred
• 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 groupsYou thrive in a fast-paced environment and work well with all levels of the organization

Current work authorization for Canada is required for all openings.

This opportunity is a fixed term contract opportunity ending in March 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 .

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 Family-Friendly Employers 2023 (7th consecutive year)
• Canada’s Top 100 Employers 2023 (7th consecutive year)
• Greater Toronto’s Top Employers 2023 (10th consecutive year)
• Canada’s Top Employers for Young People 2023
• Venngo Healthy Workplaces Award Workplace Benefits Awards – Health and Wellness Program
• HRDC Best Places to Work 2023
• HRDC 5-Star Diversity & Inclusion Employer
• HRDC 5-Star Benefit Program 2023

Designations

• A Canadian Compassionate Company
• Great Place to Work (Dec 2022 – Nov 2023)
• Best Workplaces for Women 2023 by Great Place to Work

Click Here to Apply

Source: