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Financial Analyst

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Fidelity Canada

1mo ago

  • Job
    Full-time
    Junior Level
  • Toronto
  • Quick Apply

AI generated summary

  • You need a relevant degree, 1-2 years in finance, experience in analysis/reporting, and prefer CPA/CFA or MBA progress. Financial services background is a plus.
  • You will conduct financial analysis, manage reporting frameworks, ensure timely report delivery, assist in budgeting, improve processes, build stakeholder relationships, and participate in special projects.

Requirements

  • University/College Degree, with a focus in business (Accounting, Economics, Commerce, or Mathematics/Statistics) or equivalent experience
  • 1-2 years of experience working in a finance department with experience in financial analysis, reporting, budgeting and/or business planning required
  • Financial Services industry experience is an asset
  • Completion of or working towards a financial/accounting designation (e.g. CPA) and/or CFA or MBA is preferred

Responsibilities

  • Conducts and documents moderate financial and economic analysis in support of strategic decision-making initiatives under direct supervision
  • Develops, manage, and regularly presents an actionable reporting framework, including key success measures, management/executive reporting, and Board reporting
  • Ensure assigned standard reporting responsibilities are efficiently delivered and continuously improved
  • Ensures monthly and quarterly management reports are efficiently delivered and collect analysis of financial success against pre-determined targets
  • Assist in the development of financial forecasts and related annual budgets
  • Identify and implement solutions which improve efficiency and effectiveness through the elimination, simplification, and automation of processes
  • Build positive relationships with key stakeholder and management across the organization
  • Participate in special projects as required

FAQs

What is the focus of the Finance team at Fidelity?

The Finance team is responsible for budgeting, management reporting and analysis, and special projects for Fidelity Investments Canada’s various business divisions, focusing on supporting these groups in achieving their objectives.

What qualifications are required for the Financial Analyst position?

A University/College Degree with a focus in business (Accounting, Economics, Commerce, or Mathematics/Statistics) or equivalent experience is required, along with 1-2 years of finance department experience in financial analysis, reporting, budgeting, and/or business planning.

Is experience in the Financial Services industry necessary?

While not required, experience in the Financial Services industry is considered an asset.

What type of financial designation is preferred for this position?

Completion of or working towards a financial/accounting designation, such as CPA, CFA, or an MBA, is preferred.

What skills are important for the Financial Analyst role?

Important skills include excellent analysis and problem-solving abilities, strong communication and presentation skills, proficiency in Microsoft Excel, and the ability to establish effective business relationships.

What kind of projects will a Financial Analyst participate in?

A Financial Analyst will participate in special projects as required, in addition to their regular responsibilities of financial analysis and reporting.

What is the work schedule for this position?

The position offers a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Does Fidelity offer accommodations for individuals with disabilities?

Yes, Fidelity welcomes and encourages applications from people with disabilities and provides accommodations upon request during the selection process.

Is a cover letter necessary to apply for this role?

The job description does not explicitly state that a cover letter is required, but including one may enhance your application.

Will the company contact all applicants after submission?

Only those selected for an interview will be contacted regarding their application status.

Fidelity Canada

Finance
Industry
1001-5000
Employees
1987
Founded Year

Mission & Purpose

Fidelity Canada provides investment management services, offering a wide range of mutual funds, ETFs, and other financial products to help individuals and institutions achieve their financial goals. Their mission is to build better financial futures by delivering superior investment solutions, backed by in-depth research and expert management. Fidelity is committed to supporting investors with innovative strategies and personalized service, ensuring they can navigate complex markets and grow their wealth with confidence.