Financial Analyst Sr

Fidelity Investments

  • Toronto, ON
  • Permanent
  • Full-time
  • 1 month ago
Job DescriptionPlease note:Current work authorization for Canada is required for all openings.This is a regular, full-time position.You will be working on a hybrid schedule, as part of Fidelity’s dynamic working arrangement.Who We AreAt 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 professionally.Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.- based firms.For more information about Fidelity Clearing Canada, please visitHow You’ll Make an ImpactAs the Financial Analyst Sr within the FCC Billing team, you will be reporting to the Manager, Finance, and be a key contributor to the timely and accurate billing of clients, complex contract setup in finance applications, and act as the client service contact for client billing. This role also supports FCC client and relationship management teams on matters related to billing, perform complex data analysis, provide management reporting, and work on various projects.Primary Responsibilities:Timely and accurate preparation, processing, and financial analysis of client billingsInterpreting contract language and setting up appropriate billing methodologiesCreating billing journal entries in both Oracle and Dataphile System.Collecting, analyzing, and explaining variations in client billing trends; and researching and plaining variances in budget vs. actual client revenue.Identifying and implementing improvements to existing Management reports and developing new reports as needed.Supporting and implementing billing automation, technology enhancements and efficiency projects related to Billing.Support approval and processing of clients-initiated transactions and service requestsDelivering stellar quality customer service interactions to our internal and external customers to exceed their expectations.Ad-hoc projects and work as needed.What We’re Looking For:Minimum 2-4 years of experience in financial analysis within the financial services/insurance industry (brokerage experience preferred).Completion of a 3-year post-secondary program or equivalent work experience.Experience in billing is an asset.General working knowledge of accounting required.Working towards or completion of CSC is an asset.The Expertise You BringSuperior customer service focus.Strong attention to detail and sense of accountability to follow-up on issues.Excellent written and verbal communication skills.Willingness to take on challenges with a positive attitude.Highly motivated attitude and eagerness to learn.Ability to organize and prioritize workload and work under strict deadlines.Independent decision making and capacity to influence others.Intermediate/advanced level of MS Excel.Ability to address and resolve conflicts confidently.Overtime may be required during month-end period.Fidelity Canada is an equal opportunity employerFidelity 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 processFidelity 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:AwardsCanada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young PeopleGreat Place To Work™ CertifiedBest Workplaces for InclusionBest Workplaces for Mental Wellness Best Workplaces for Today's YouthBest Workplaces for WomenBest Workplaces in Financial Services & InsuranceBest Workplaces in OntarioBest Workplaces with Most Trusted Executive TeamsHuman Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer
  • Canadian Compassionate Companies – Certified
  • Benefits Canada's Workplace Benefits Award - Future of Work Strategy
  • TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Designations
  • A Canadian Compassionate Company
  • Great Place to Work (Dec 2022 - Nov 2023)
  • Best Workplaces for Women 2023 by Great Place to Work

Fidelity Investments