Finance Manager

Please note:

• Current work authorization for Canada is required for all openings.

• This is a contract role until December 31, 2025.

• You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement, with an expectation of working in the office 2-3 days a week.

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.

The Finance Business Unit (BU) Support team is responsible for budgeting, management reporting/analysis, and special projects for Fidelity Canada’s various business areas. The team’s main focus is to support these business areas in achieving their objectives by identifying issues, recommending solutions, providing financial transparency and value-added financial assessments.

This is achieved by establishing strong relationships with these internal client groups while meeting the needs and interests of all stakeholders.

The Finance Manager will be responsible for providing Finance support on larger projects of strategic or business importance by providing consulting, planning, and end-to-end business case support for these projects. This role will be required to build strong partnerships with business leaders and colleagues by providing appropriate financial stewardship, guidance, and strategic support.

This role will reside in the Finance department, specifically on BU Support team reporting to the Director of Finance (Business Support), while directly supporting projects and assignments relating to Business or Finance strategy or operations.

1. Lead Financial Analysis on behalf of Finance for strategic projects.
   • Create and continually enhance key reports that capture important information for our stakeholders.
   • Lead in the calculation, analysis, and recommendation of value-enhancing initiatives, including analysis of business performance metrics/drivers.
   • Distill and convey complex subject matter in simple terms.
   • Deliver effective presentations to senior management including the President, CFO, and Senior Executive Team.
   • Develop end-to-end financial models, conduct sensitivity analysis and developing compelling insights for executive-level audiences.
   • Identify and implement solutions which improve efficiency and effectiveness through the elimination, simplification, and automation of processes.
2. Support Key Initiatives
   • Engage in comprehensive financial analysis to help drive strategic and operational decision-making for some of the firm’s key strategic initiatives.
   • Working closely with project managers you will be responsible for the creation and ongoing financial analysis related to Fidelity-wise initiatives such as Go Digital & Enterprise Manual Process Initiatives, as well as others.
   • Create financial models from scratch to evaluate a given initiative.
   • Distill these pieces of analysis into reporting for senior executives, including creation of professional PowerPoint presentations.
   • Perform ad-hoc analysis to support business decisions, such as cost per unit reporting, and evaluation of business staffing levels.
   • Build positive relationships with key stakeholders and management across the organization.
3. Identify and coordinate areas of cross-functional Finance support for business projects (e.g. Accounting, Tax, Analytics, Reporting).
   • Determine key stakeholders relating to strategic business initiatives and ensure relevant information is integrated into business cases and financial models.
4. Lead Business Planning and Forecast efforts across your responsible areas.
   • Support annual business planning exercise while also providing overall financial stewardship, expense management and support for other ad hoc projects.
   • Successful identification and inclusion of relevant direct and indirect resources required for inclusion in long-term business plans.
   • Consolidate and analyze data from a wide variety of sources, working with multiple stakeholders within prescribed timelines to complete an accurate budget / forecast.
   • Develop appropriate key performance indicators / success measures relating to projects and business cases and develop post implementation assessments against the relevant measures.
5. Develop Presentation / Reporting Content
   • In partnership with Director Finance BU Support, develop business cases and relevant analysis for special projects.
   • Design new reports & analysis and analytics to address needs of the business and proactively anticipate future requirements.
6. Support Market, Industry, and Competitive research as required.
7. Participate on Project Team, Working Committee, or Steering Committees as Finance Lead.
   • Mentor junior members of the team.

• 4+ years’ experience working in Financial Analysis role within a Finance department.
• University degree with a focus in Accounting, Business, Commerce, Economics, or related field or equivalent work experience.
• Completion of a CPA (CA, CMA, CGA) or MBA.

The following are considered an asset:

• 2+ years in Finance Manager or equivalent role.
• Financial Services industry experience.

• Excellent communication skills, both verbal and written.
• Ability to create complex financial models and sensitivity analysis.
• Strong financial and business acumen, being able to translate financial concepts into business terminology.
• Demonstrated time management & project management fundamentals.
• Ability to thrive in fast-paced environment where business conditions and projects continually change.
• Advanced knowledge of Microsoft Applications, especially Excel, PowerPoint, and Access.
• Strong organization and time management skills.
• Experience working and collaborating with peers, managers, and leaders.
• Ability to work effectively across multiple departments and partners, and within Finance.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

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 only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

• Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team