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Financial Analyst

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Fidelity Canada

2mo ago

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

AI generated summary

  • You need a business degree or equivalent experience, 1-2 years in finance, financial analysis skills, CPA/CFA progress, Excel proficiency, strong communication, and teamwork in a fast-paced setting.
  • You will analyze financial data, create reports, support budgeting, improve processes, and collaborate with stakeholders on strategic initiatives and special projects.

Requirements

  • Post-Secondary degree with a focus on business (Accounting, Economics, Commerce) preferred or equivalent work experience
  • 1-2 years of experience working in a finance department with experience in financial analysis, reporting, budgeting and/or business planning required.
  • Experience working in the Financial Services industry is preferred.
  • Completion of or working towards a financial/accounting designation (CPA CA, CMA, CGA) and/or CFA.
  • You are well-organized, attentive to details, and capable of good time-management.
  • You are a team player with good communication and presentation skills.
  • You have a strong knowledge of Microsoft Excel and keen analytical skills.
  • You 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.

Responsibilities

  • Conducts and documents moderate financial and economic analysis in support of strategic decision-making initiatives under direct supervision.
  • Develops, manages and regularly presents an actionable reporting framework, including key success measures, scorecards for the business unit(s) supported, and recommendations of options or alternatives against potential risks.
  • Ensures monthly and quarterly management reports are efficiently delivered and capture 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 strong relationships with key stakeholder and management across the organization.
  • Participate in special projects as required.

FAQs

What is the main focus of the Finance team at Fidelity Investments Canada?

The main focus of the Finance team is to support various business groups in achieving their objectives by identifying issues, recommending solutions, providing financial transparency, and delivering value-added financial assessments.

What are the primary responsibilities of a Financial Analyst in this role?

The primary responsibilities include conducting financial and economic analysis, managing reporting frameworks, ensuring timely delivery of management reports, assisting in financial forecasts and budgets, implementing process improvements, building relationships across the organization, and participating in special projects.

What educational background is preferred for this position?

A post-secondary degree with a focus on business, such as Accounting, Economics, or Commerce, is preferred, or equivalent work experience.

How much experience is required for the Financial Analyst position?

1-2 years of experience working in a finance department with experience in financial analysis, reporting, budgeting, and/or business planning is required.

Is experience in the Financial Services industry preferred for this role?

Yes, experience working in the Financial Services industry is preferred.

Are there any professional designations required for this job?

Completion of or working towards a financial/accounting designation (CPA CA, CMA, CGA) and/or CFA is preferred.

What skills are essential for a candidate applying for this position?

Essential skills include being well-organized, attentive to detail, having good time-management abilities, strong communication and presentation skills, proficiency in Microsoft Excel, and strong analytical skills.

What is the work environment like at Fidelity Canada?

The work environment is flexible with a hybrid schedule, allowing for a dynamic working arrangement.

Is there support for candidates with disabilities during the application process?

Yes, Fidelity Canada welcomes and encourages applications from people with disabilities, and accommodations are available on request during the selection process.

What awards has Fidelity Canada received regarding workplace culture?

Fidelity Canada has received multiple awards, including Canada's Top 100 Employers, Great Place to Work® Certified, and Best Workplaces for Inclusion, among others.

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.