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Lead the annual business planning process through consolidation and delivery of the FCC's P\&L 3-year plan and quarterly forecasting process with mentorship of senior financial analyst on the team
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Coordinating with the Fidelity Canada finance team on integrating requirements and timelines of the overall planning calendar, consolidation of quarterly forecasts through submission templates.
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Develop, manage and regularly maintain forecast models which are linked to key success measures and scorecards
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Conduct meetings and presentations internally with finance teams and Senior Management to communicate deliverables and results.
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Build out forecast capabilities that are dynamic, timely and capable of sensitivity analysis for FCC
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Help develop, manage and regularly present a reporting framework including scorecards and commentary
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Determine the need for enhancement to existing reports or proactively anticipate future requirements and development of new reporting
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Work cross-functionally on the development and implementation of new tools required to help drive dynamic, forward-looking business strategies
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Build positive relationships with key stakeholders and management across the organization
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Operate with an eye towards continuous improvement in enhancing current processes and tools
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University degree with a concentration in business, accounting, or finance or equivalent work experience
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Completion of CPA designation
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At least 4 years of progressive experience within a firm and/or a within a financial analysis role within a finance department
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Experience in a combination of the following: financial analysis and modelling, reporting, strategic business planning, budgeting and/or performance measurement
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Financial Services industry / brokerage business experience preferred
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You are well-organized, attentive to detail, and capable of good time-management
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You manage competing priorities with the ability to understand broader issues, probe for information and proactively seek opportunities to add value
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You are confident and a strong relationship builder
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You possess excellent communication skills with ability to translate complicated concepts into business terminology.
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You have a strong knowledge of Microsoft Excel and keen analytical skills
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You have experience working with Microsoft PowerPoint to create compelling materials for senior management
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Completion of CSC and knowledge of Dataphile, Oracle general ledger and Business Objects is an asset
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Canada's Top 100 Employers
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Great Place To Work® Certified
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LinkedIn Top Companies in Canada
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Human Resource Director (HRD) - Best Place To Work
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Canadian Compassionate Companies -- Certified
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Benefits Canada's Workplace Benefits Award - Future of Work Strategy
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TalentEgg National Recruitment Excellence Award - Special Award for Diversity \& Inclusion in Recruiting
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Canadian HR Reporter's Most Innovative HR Team
