Financial Analyst

Fidelity Canada has been helping Canadian investors build better financial futures for over 35 years. The Financial Analyst will be responsible for financial management reporting, analysis, performance assessment, and forecasting to drive business decisions forward.

Responsibilities

• Responsible for conducting and documenting moderate to complex financial and economic analysis projects to help drive business decisions
• Provide financial analysis and/or pricing support for emerging business opportunities, trends, and financial results
• Identify key drivers, isolate noise in in large datasets related to industry, market, and financial data
• Participate in customer profitability and cost allocation process
• Develop, manage, and regularly present a reporting framework, including key success measures and scorecards for the business units supported
• Determine need for existing or new reports
• Design new reports and frameworks to address needs of business and proactively anticipates future requirements
• Plays a significant role in annual budget and business planning process
• Manages a process of high quality and efficiency standards, and determines the necessary inputs and outputs to meet customer needs
• Constantly assesses for improvement opportunities
• Takes ownership for ensuring all work and processes are documented

Skills

• Current work authorization for Canada is required for all openings
• More than 1 year of experience working in a financial analyst role within a finance department required
• Experience in financial analysis and modeling, reporting, budgeting, and/or business planning required
• University degree, with a focus in business (Accounting, Economics, Commerce, or Mathematics/Statistics preferred) or equivalent work experience
• Completing of or working towards a financial/accounting designation (CA, CMA, CGA) and or CFA or MBA
• Great analysis and problem-solving skills, with the ability to work in a fast-paced environment while providing high-quality results
• Strong communication and presentation skills
• Project management skills
• Ability to balance precision with speed
• An understanding of the industry/market, with a broader understanding of multiple lines of business
• Advanced proficiency with Microsoft Excel required
• Power BI or equivalent data visualizations experience required
• Financial services industry experience preferred

Benefits

• RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required

Company Overview