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Financial Analyst – Billing

Fidelity Investments

This is a Contract position in Toronto, ON posted October 28, 2021.

Job Description

Who We Are:

Fidelity Clearing Canada, founded in Toronto in 2009, provides Canadian registered brokerage firms and portfolio managers with trade execution, clearing, custody and back-office support.

What You Will Do:

The Billing Analyst is the person responsible for sending invoices out to get revenue in. This role is responsible for creating and sending billing (invoices) out to FCC's clients, Broker/Dealers and Portfolio managers in the brokerage industry, for the products and services they use. The Billing Analyst will be responsible for timely and accurate billing of clients, complex contract setup in finance applications, act as the client service contact for client billing; support FCC client and relationship management teams on matters related to billing, perform complex data analysis, provide management reporting, and work on various projects.

Key Responsibilities:

  • Data analysis and financial analysis;

  • Processing of billing and invoicing;

  • Working with technology, key participant on projects related to implementing billing automation, technology enhancements and efficiency projects related to Billing. This includes requirements gathering and testing.

  • Deliver stellar quality customer service interactions to our internal and external customers to exceed their expectations and create a positive experience

  • Using continuous improvement methodologies, continually searches for and takes initiative to improve and/or eliminate ineffective processes to improve customer service or gain efficiencies.

What We Are Looking For:

  • Minimum 3 year post secondary diploma or degree;

  • 1 year of experience within a corporate environment; ideally within financial services or accounts receivables;

  • Experience in billing an asset;

  • Advanced excel skills;

  • General working knowledge of accounting is preferred.

The Expertise You Bring:

  • Strong attention to detail

  • Ability to work under strict work deadlines

  • Strong analytical thinking

  • Strong problem solving talent – natural curiosity to investigate issues and recommend solutions

  • Ability to manage multiple tasks

  • Strong organizational skills

  • Ability to address and resolve conflicts confidently

Given the current circumstances, employee will be working from home, 100% of time. As working conditions return to normal, they will be expected to be onsite.

Current work authorization for Canada is required for all openings.

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 (5th consecutive year) 2021
  • Greater Toronto’s Top Employers (9th consecutive year) 2021
  • Canada’s Top Family Friendly Employer (4th consecutive year) 2021
  • Imagine Canada, Caring Company
  • Canada’s Top Employer For Young People 2021
  • National HR Awards – Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award
  • Workplace Benefits Awards – Health and Wellness Program
  • Canadian Compassionate Companies Award

Designations

  • A Canadian Compassionate Company
  • An Imagine Canada Caring Company
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