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    Financial Analyst Sr - Toronto, Canada - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Toronto, Canada

    Found in: Talent CA C2 - 27 minutes ago

    Default job background
    Full time
    Description

    Description

    Please 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 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.

    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 visit

    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. 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 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
  • 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 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 Bring

  • Superior 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.
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