Jobs
>
Toronto

    Financial Analyst Sr - Toronto, Canada - Fidelity Investments

    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.

  • FGL Sports

    Financial Analyst

    3 hours ago


    FGL Sports Toronto, Canada

    **What you'll do** · The Financial Analyst will play a key role within a dynamic team focused on efficient and accurate accounting for revenue and cost of goods sold using common information sources and practices. The incumbent will prepare and record journal entries, reconciliat ...

  • Northbridge Financial Corporation

    Financial Analyst

    3 hours ago


    Northbridge Financial Corporation Toronto, Canada

    As the successful incumbent, you will use your previous experience in accounting to compile, analyze and reconcile financial accounts and records, while resolving discrepancies with internal and external client groups and improving internal processes as needed. · The Financial An ...

  • Grand Touring Automobiles (Toronto)

    Financial Analyst

    1 day ago


    Grand Touring Automobiles (Toronto) Toronto, Canada

    Reporting to the Controller, the Financial Analyst is involved in a full range of duties relating to financial reporting and budgeting for multiple dealerships across the organization. The Financial Analyst will support the entire Finance Department to ensure that work is properl ...

  • WoodGreen Community Services

    Financial Analyst

    3 hours ago


    WoodGreen Community Services Toronto, Canada

    **Employment Type**: · Full-time, Non-Bargaining Unit (2 vacancies) · **Work Hours**: · 35 hours/week · **Work Setting: · **Hybrid · **Application Deadline**: · - Open Until Filled_ · **Program Overview - Central Services, Finance · We are looking for two Financial Analyst's who ...

  • Neighbourly Pharmacy

    Financial Analyst

    1 day ago


    Neighbourly Pharmacy Toronto, Canada

    **Neighbourly Pharmacy Inc. (TSX**: NBLY) is Canada's largest and fastest growing network of independent pharmacies. We are seeking a highly motivated Financial Analyst to join our growing Support Centre Team for one year term Contract position. · **ABOUT US**: · Since 2015, Neig ...

  • Aversan

    Financial Analyst

    3 hours ago


    Aversan Toronto, Canada

    **FINANCIAL ANALYST**: · **Financial Analyst **to · ***work on leading edge technology products · **Location**: Toronto, ON (Hybrid) · **RESPONSIBILITIES**: · - Prepare and coordinate of the monthly internal financial reporting package for Management review. · - Prepare quarterly ...

  • Tokyo Smoke

    Financial Analyst

    3 hours ago


    Tokyo Smoke Toronto, Canada

    Reporting to the Controller, the Financial Analyst oversees the accuracy of nonretail revenue streams collected from merchandise suppliers, franchisees and other retailers, as well as manage weekly sales and margin analysis, identify reasons for impacts on business performance. T ...

  • Flexiti Financial

    Financial Analyst

    3 hours ago


    Flexiti Financial Toronto, Canada

    **About Us** · Flexiti is one of Canada's fastest growing fintech lenders. We aim to make our customers' lives more affordable and help our retail partners grow their sales by offering flexible financing options. Through our award-winning omni-channel platform, customers can be a ...

  • Toronto Hydro

    Financial Analyst

    3 hours ago


    Toronto Hydro Toronto, Canada

    Reporting to the Manager, Capital Accounting & Reporting; the Financial Analyst contributes to the overall success of the organization by effectively executing accounting, forecasting, and reporting responsibilities and providing value-added financial activities. Providing suppor ...

  • CDW

    Financial Analyst

    1 day ago


    CDW Toronto, Canada

    At CDW, we highly value the energy and commitment you bring to your job every day. Our Finance and Accounting jobs provide exceptional opportunities for you to grow and advance your career at an innovative, a multi · - billion-dollar, Fortune 200 leader. The #1 name in Canada for ...

  • Metro Inc.

    Financial Analyst

    1 day ago


    Metro Inc. Toronto, Canada

    **Position Title**: · ***Financial Analyst · **Requisition ID**: 34129 · **Career Group (ADSP)**: · ***Administrative · **Division**:Finance · **Department**: · ***Finance and Accounting · **Work Location**:METRO ON DUNDAS STREET W (#A-DUND) · **Province**:Canada : Ontario · **P ...

  • Rogers Communications

    Financial Analyst

    1 day ago


    Rogers Communications Toronto, Canada

    Our Rogers Finance team is at the core of our organization, supporting all of our projects across every line of business. By providing financial support and guidance, our teams rely on our Finance partners to help make strategic, data-driven decisions that will have an impact on ...

  • Pivotree

    Financial Analyst

    1 day ago


    Pivotree Toronto, Canada

    **Reporting to**: VP, Financial Planning & Analysis · **Introduction**: · Our goal at Pivotree is to help accelerate the future of frictionless commerce. We will help lead this change over the next decade because we believe a future where technology is embedded intimately into al ...

  • Red Bull

    Financial Analyst

    1 day ago


    Red Bull Toronto, Canada

    **Company Description**: · Reporting into the Finance Manager, the Financial Analyst will assist in planning, reporting and analysis for all trade investments in the Off and On premise channels within Red Bull Canada. This person will work alongside the sales and Distribution tea ...

  • Brookfield Properties

    Financial Analyst

    1 day ago


    Brookfield Properties Toronto, Canada

    Location · Toronto Steeles Avenue East, Suite 100 · Business · As part of Brookfield Asset Management — one of the largest alternative asset managers in the world — we harness our resources to bring a fresh approach, unparalleled creativity, relentless innovation, and sound ESG p ...

  • FGL Sports

    Financial Analyst

    3 hours ago


    FGL Sports Toronto, Canada

    **What you'll do** · The Financial Analyst will play a key role within a dynamic team focused on efficient and accurate accounting for revenue and cost of goods sold using common information sources and practices. The incumbent will prepare and record journal entries, reconciliat ...

  • Harris Computer Systems

    Financial Analyst

    3 hours ago


    Harris Computer Systems Ontario, Canada

    OVERVIEW · This is your chance to join a fast-paced organization with a large, stable and continuously growing presence in the vertical market software industry As Financial Analyst, you will be a part of Harris' Public Sector Group's finance team and will be looked upon to provi ...

  • Northbridge Financial Corporation

    Financial Analyst

    3 hours ago


    Northbridge Financial Corporation Toronto, Canada

    As the successful incumbent, you will use your previous experience in accounting to compile, analyze and reconcile financial accounts and records, while resolving discrepancies with internal and external client groups and improving internal processes as needed. · The Financial An ...

  • The Hillman Group

    Financial Analyst

    3 hours ago


    The Hillman Group Toronto, Canada

    Who We Are & What We Do · The Hillman Group services a wide variety of customers in the Automotive, Industrial, Retail and Agricultural channels. We have products in Home Depot, Lowes, Canadian Tire, Walmart and more Have you ever done any home improvement projects? If so, you li ...

  • Lightspeed Commerce

    Financial Analyst

    1 day ago


    Lightspeed Commerce Toronto, Canada

    **What you'll be responsible for**: · - Conduct internal facing forecasting conversations with various business unit leaders and leverage these insights to enhance business forecasts- Interpret large amounts of financial data that provide insight to the business through scalable ...