Financial Analyst Sr

About the role

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. 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.

Requirements

• 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
• 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.
• Fidelity Canada is an equal opportunity employer
• 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 on

Benefits

Additional Information

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 Please note that this is a contract from now till February 25, 2028 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.

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