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Financial Analyst, Financial Planning & Analysis

Fidelity Investments

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

Job Description

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.

Business Overview

As part of the Finance division, the Financial Planning & Analysis (FP&A) group provides value added reporting and analysis that ultimately moves the business forward strategically and operationally. The group includes the Budgeting and Forecasting, Corporate Treasury, Decision Support and Management Reporting functions for various Fidelity Canada entities.

The Purpose of the Role

The Financial Analyst will be reporting into the Manager, Financial Planning & Analysis and is responsible for supporting the budgeting and forecasting function within the team.  Specifically, the financial analyst will assist with the completion of the Quarterly Rolling Financial Forecast cycle as well as assist with development of an annual budget. 

Primary Responsibilities

  • Create and continue to develop/enhance rolling monthly revenue forecasts, ensuring integrity of all inputs (rates/assets)

  • Coordinate with other members of the finance department in assisting with the development and consolidation of expense forecasts

  • Creation and maintenance of various forecast templates for consolidation of results

  • Assist in creation of a quarterly rolling forecast reporting package and related analysis

  • Assist with the consolidation of the Fidelity Canada P&L (3-year period)

  • Analysis of various P&L line items to identify associated impact of short-term balance sheet accounts, specifically cash impact

  • Build out efficiencies in existing forecasting processes and systems

  • Participate in special projects and other ad hoc analysis as required

What We’re Looking For

  • University degree with a focus on business, preferably Accounting

  • 1-2 years of experience working in a finance department or professional accounting firm, with experience in financial analysis, reporting, budgeting and/or business planning

  • Experience working in the Financial Services industry preferred but not required

  • Completion of or working towards a financial/accounting designation (CPA: CA, CMA, CGA)

Skills and Knowledge:  What you will bring

  • You are well-organized, attentive to details, and capable of good time-management

  • You take the initiative to develop and improve your knowledge and expertise to continually meet and exceed job expectations

  • You are analytical, inquisitive, and possess good problem-solving skills

  • You are a team player with good communication and presentation skills

  • You have a strong knowledge of Microsoft Excel and PowerPoint

  • You thrive in a fast-paced environment and work well with all levels of the organization

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

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:


  • 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


  • A Canadian Compassionate Company
  • An Imagine Canada Caring Company