Financial Analyst Sr

Fidelity Investments Canada

$85K — $128K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-4 years of experience in financial analysis and regulatory reporting.
  • Completion of CPA or equivalent work experience.
  • Familiarity with billing and regulatory reporting is beneficial.
  • Strong technical accounting knowledge required.
  • Intermediate to advanced proficiency in MS Excel.

Responsibilities

  • Prepare and analyze client billings accurately and on time.
  • Interpret contracts to establish billing methods.
  • Create billing journal entries in Oracle and Dataphile.
  • Research and explain billing trend variances.
  • Implement improvements to management reports and develop new ones.
  • Support projects for billing automation and technology enhancements.
  • Provide excellent customer service to internal and external clients.

Benefits

  • RRSP contributions after 6 months of employment without employee matching.
  • Flexible hybrid work schedule to accommodate work-life balance.
  • Opportunity to work within a dynamic and team-focused environment.
Full Job Description
Job Description

Please note:

  • Current work authorization for Canada is required for all openings
  • This is a regular, full-time role
  • You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement


The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

How You'll Make an Impact

As 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 and regulatory reporting. This role also supports FCC client and relationship management teams on matters related to billing, perform complex data analysis and provide management reporting, and work on various projects.

Primary Responsibilities:
  • Timely and accurate preparation, processing, and financial analysis of client billings
  • Interpreting contract language and setting up appropriate billing methodologies
  • Creating 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 requests
  • Preparing regulatory reporting including QST, OSC, AMF and MFR.
  • Delivering 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 and regulatory reporting.
  • Completion of CPA or equivalent work experience.
  • Experience in billing and regulatory reporting is an asset.
  • Strong technical knowledge of accounting required.


The Expertise You Bring
  • 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.
  • Superior customer service focus.
  • Overtime will be required during month-end period.


Total Rewards That Reflect Your Impact We believe exceptional work deserves exceptional recognition. That's why we offer a competitive compensation package designed to support your success today-and your financial well-being tomorrow.

For this role, your total rewards include
  • Hourly rate of $41 - $62
  • RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution-no employee matching required.

We're proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization-an opportunity to step into a role where your talents will make a meaningful difference.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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.

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