Finance Specialist -Medical (Toronto)

Finance Specialist -Medical (Toronto)

16 Sep
|
Fidelity Canada
|
Toronto

16 Sep

Fidelity Canada

Toronto

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. This is a secondment/contract, ending on July 30 2027. 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.

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. This is a secondment/contract, ending on July 30 2027. 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.

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 recent 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

Support team is responsible for budgeting, management reporting/analysis, and special projects for Fidelity Canada’s various business areas. The team’s focus is to support these business areas in achieving their objectives by identifying issues, recommending solutions, providing financial transparency and beneficial financial assessments. This is achieved by building positive relationships with these internal client groups while meeting the needs and interests of all collaborators.

This role specifically supports the Fidelity Canada Investment Management (FCIM) division.

The Senior Financial

Analyst will be responsible for timely,



accurate financial reporting and forecasting for their business unit. This role is also responsible for providing Finance support on larger projects of strategic or business importance by providing consulting, planning, and end-to-end argument support. This role will reside in the Finance department, specifically on Business Support team reporting to the Director of Finance Operations & Insights, while directly supporting projects and assignments relating to Business or Finance strategy or operations.

Lead Business

Planning, Forecast & Reporting efforts across your responsible areas Successful identification and inclusion of relevant sales, assets, 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 collaborators within prescribed timelines to complete an accurate budget / forecast Complete monthly & quarterly forecasts based on historical trends, integrated with current sales volume projections while ensuring alignment from both Finance & Business executives. Complete key business performance reporting with accuracy & on time, delivering insights to help collaborators make business decisions.

Proven ability to automate and improve existing reporting & analysis via tools such as PowerBI. Proven track record of identifying and implementing process optimization opportunities, bringing to bear automation, standardization, and new technologies to improve efficiency, scalability, and reporting quality. Ability to develop end-to-end financial models, conduct sensitivity analysis and develop compelling insights for executive-level audiences.

Lead analysis and presentation efforts that drive strategic decision making Fund Oversight Division, Legal, HR, Information Systems) on non-standard requests,



ensuring any non-financial considerations are accurately reflected in the argument Identify and coordinate areas of cross-functional Finance support for business projects (e.g. Accounting, Tax, Analytics, Reporting). University degree with a focus in Accounting, Business, Commerce, Economics, or related field; or equivalent work experience. ~2+ years’ experience working in Financial Analysis role within a Finance department.

The following are considered an asset ~ Completion of a CPA (CA, CMA, CGA) or MBA. ~2+ years in Financial Analyst or equivalent role. ~ Financial Services industry experience. ~ Previous experience with month end accounting cycle. Ability to create complex financial models and sensitivity analysis. 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 PowerBI. Ability to work effectively across multiple departments and partners, and within Finance.

This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $41.00 to $62.00 , based on experience and qualifications. 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.

Fidelity

Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. No telephone inquiries or agencies please Canada's Top Employers for Young People Best Workplaces for Inclusion Best Workplaces for Today's Youth Best Workplaces for Women Best Workplaces in Financial Services & Insurance HRD - 5-Star Diversity & Inclusion Employer TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting

📌 Finance Specialist -Medical (Toronto)
🏢 Fidelity Canada
📍 Toronto

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