Job Description Please note

• Current work authorization for Canada is required for all openings.
• You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement, with an expectation of working in the office 2-3 days a week.

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 professionally.

The Opportunity As an integral member of the Finance team, the Finance Manager will be responsible for financial management reporting, financial analysis and performance assessment of key cost metrics across the organization to provide insights to the senior management team to drive the business forward.

What You Will Do Reporting to the Manager, Finance, the Finance Manager will

Develop and maintain cost reporting system for Fidelity Canada

• Provide key inputs and lead the implementation of cost management system used to measure cost metrics and key activities across the organization.
• Collaborate with Financial Planning & Analysis (FP&A), Business Unit Finance Support and Business Analytics team on the design and ongoing implementation of the system. A core responsibility is to continuously gather data and create metrics representing a cross-section of the organization.
• Develop reporting from the system that focus on cost drivers and key activities that contributes to the organization’s scorecard process.
• Deliver insightful analysis to help identify areas requiring additional focus and potential saving opportunities for the organization.
• Distill complex analyses into concise reporting and Quarterly Business Reviews, including creating professional PowerPoint decks for senior executives.
• Build and enhance Power BI models, including use of Power Query, to develop new dashboards and reporting capabilities that support evolving business needs.
• Continuously update and improve the cost management model based on stakeholder feedback and the roadmap of planned enhancements, ensuring the dashboard evolves to meet organizational requirements.
• Participate and drive agenda items at monthly Working Committee as Finance lead.
• Perform ad-hoc analysis to support key business decisions.

Focus on Process

• Manage a process to high quality and efficiency standards and determines the necessary inputs and outputs to meet customer needs.
• Constantly assesses processes for improvement opportunities.
• Takes ownership for ensuring all work and/or key processes are documented.
• Evaluates complex processes and identifies opportunities for redesign for optimal performance.
• Mentor junior member on the team.

Business Planning and Budgeting/Forecasting Support

• Co-ordinate with the FP&A team on the annual budget / business planning process ensuring that key inputs from the cost management system are incorporated in budgets and forecasts.
• Consolidate and analyze data from a wide variety of sources, working with multiple stakeholders within prescribed timelines to complete an accurate budget / forecast.

What We’re Looking For

• 4+ years’ experience working in Financial Analysis role within a Finance department experience in financial analysis and modeling, reporting, budgeting and/or business planning.
• Financial Services industry experience preferred.
• University degree with a focus in Accounting, Business, Commerce, Finance, or related field or equivalent work experience.
• Completion of a CPA (CA, CMA, CGA), CFA or MBA.
• Experience in Power Query and Power BI.
• 2+ years in Finance Manager or equivalent role an asset.

The Expertise You Bring

• You are well-organized, attentive to detail, and capable of excellent time-management.
• You have a strong knowledge of Microsoft Excel and keen analytical and modeling skills.
• You are a team player with strong communication and presentation skills.
• You have strong problem-solving skills and able to “anticipate need” and offer solutions to challenges.
• You have experience working with Microsoft PowerPoint to create compelling materials for executive-level audiences.
• You have experience working in Power Query and Power BI.
• You are familiar with enterprise reporting applications (i.e., SmartView, SAP Business Objects, and Oracle Business Intelligence, etc.)
• You have an innovative and creative attitude, and able to identify gaps or inefficiencies in existing process and systems and makes recommendations.
• You thrive in a fast-paced environment and work well with all levels of the organization.

Some of the ways we’ll help you feel valued and supported as part of our team

• Flexible working arrangements - 100% remote, hybrid, and in office options
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs, including an active network of Employee Resource Groups
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years. 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 FidelityCanadaStaffing@fidelity.ca.

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 100 Employers
• Greater Toronto's Top Employers
• Canada's Top Family-Friendly Employers
• Canada's Top Employers for Young People
• Great Place To Work® Certified
• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Today's Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
• HRD - 5-Star Benefit Program
• HRD - 5-Star Diversity & Inclusion Employer

Designations

• 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
• Canadian HR Reporter's Most Innovative HR Team