Financial Analyst Sr
Core
Lead business planning, forecasting, and reporting for Fidelity Canada's Investment Management division, providing financial stewardship and strategic support to business leaders.
Role type
Senior Financial Analyst (Business Support)
Builds
Long-term business plans, accurate budgets/forecasts, and end-to-end financial models for executive decision-making.
Domain
Financial Services / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Financial modeling, sensitivity analysis, budgeting, forecasting, data consolidation, process automation, PowerBI, Excel, PowerPoint, cross-functional collaboration
Preferred skills
CPA (CA, CMA, CGA) or MBA, PowerBI/KNIME experience, month-end accounting cycle experience, Financial Services industry background
Technologies
PowerBI, KNIME, Microsoft Excel, Microsoft PowerPoint, Microsoft Office
Responsibilities
Lead business planning and forecasting efforts; consolidate and analyze data from multiple sources to complete accurate budgets; complete monthly and quarterly forecasts based on historical trends; lead reporting enhancements and automation initiatives; build and maintain detailed financial models; coordinate cross-functional finance support for business projects.
Seniority
Senior, hands-on IC