Financial Analyst Sr Job Mississauga area,Ontario Canada,Finance & Banking

Description

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.

How You’ll Make an Impact

As the Financial Analyst Sr within the Emerging Distribution team, you will be reporting to the VP, Finance, and be a key contributor to complete the financial business cases for new initiatives and products, providing competitive and market analysis, sensitivity analysis, business planning, performance measurement and scorecards, and will be relied on as the resident expert and primary financial resource on all matters relating to financial support of the firm’s emerging distribution opportunities.

Primary Responsibilities:

Provide proactive support of new distribution initiatives from a financial perspective, including the completion of complex analysis and financial business cases for all new product opportunities.

Develop appropriate Key Performance Indicators / success measures for initiatives and develop post implementation assessments against the relevant measures.

Design new reports and analytics to address needs of the business and proactively anticipate future requirements, including management reports.

Partner with colleagues in Emerging Distribution channels as well as Finance colleagues across the organization on all business cases, product and pricing related manners, competitive intelligence, market opportunity, and positioning.

Provide support to the Legal department regarding regulatory documents filings to ensure all obligations are fulfilled and expected timelines are met.

Lead various value enhancing initiatives as directed by the firm’s various committees, including analysis and presentation of the firm’s market opportunity against performance by developing appropriate market share metrics/drivers, conducting gap analysis, and other initiatives as needed.

Lead the annual business planning process for new initiatives supporting emerging distribution channels, while providing overall financial stewardship, expense management, and support for other ad hoc projects.

Proactively seek out opportunities to drive the business forward.

What We’re Looking For:

Minimum 2-4 years of experience working in a finance department with a minimum of 2 years’ experience in financial analysis and modeling, reporting, budgeting, and/or business planning (financial services industry experience preferred)

University degree with a focus in business (accounting, economics, commerce, finance or mathematics / statistics preferred) or equivalent work experience

CPA (CA, CGA, CMA) designation preferred (or working towards or completed other professional designations such as CFA, or MBA)

Excellent communication skills with the ability to translate complicated financial concepts into business terminology and effectively present to senior management.

Ability to manage relationships across the full spectrum of management levels.

Ability to influence/convince others, adapt recommendations/presentations to suit a particular audience and respond to questions/objections successfully.

The Expertise You Bring

Strong attention to detail and sense…