Strategic Finance Lead modeling GTM and product growth for Plooto’s SMB payments fintech. Building live forecasting infrastructure and advising executive, board, and investor decisions.
About the role
- Senior Financial Analyst supporting Fidelity Canada’s investment management finance operations. Leading forecasting, reporting, financial modeling, and automation initiatives.
Responsibilities
- Lead business planning, forecasting, and reporting across responsible areas
- Identify and include relevant sales, assets, and direct and indirect resources in long-term business plans
- Consolidate and analyze data from varied sources to complete accurate budgets and forecasts
- Complete monthly and quarterly forecasts using historical trends and current sales projections
- Deliver accurate business performance reporting and insights for decision-making
- Lead reporting enhancements and improvements
- Automate and improve reporting and analysis using tools such as PowerBI
- Identify and implement process optimization through automation, standardization, and new technologies
- Develop end-to-end financial models and conduct sensitivity analysis
- Lead analysis and presentation efforts supporting strategic decision-making
- Build and maintain detailed financial models
- Develop understanding of Fidelity’s products and cost structure to support business partners
- Communicate with cross-functional collaborators on non-standard requests
- Coordinate Finance support across Accounting, Tax, Analytics, and Reporting for business projects
- Determine and coordinate collaborators and information for monthly financial projections, cases, and financial models
- Support Fidelity Canada Investment Management as part of the Finance Business Support team
- Report to the Director of Finance Operations & Insights
Requirements
- Current work authorization for Canada is required
- University degree with a focus in Accounting, Business, Commerce, Economics, or related field; or equivalent work experience
- 2+ years’ experience working in a Financial Analysis role within a Finance department
- Excellent verbal and written communication skills
- Ability to create complex financial models and sensitivity analysis
- Strong financial and business insight, translating financial concepts into business terminology
- Demonstrated time management and project management fundamentals
- Ability to thrive in a fast-paced environment where business conditions and projects continually change
- Advanced knowledge of Microsoft applications, especially Excel, PowerPoint, and PowerBI
- Strong organization and time management skills
- Experience collaborating with peers, managers, and leaders
- Ability to work effectively across multiple departments and partners, and within Finance
Benefits
- Hybrid work schedule with an expectation of working in the office 2–3 days a week
- Flexible, hourly compensation model
- Opportunities to grow and develop your career
- Inclusive environment
- Accommodation during the application process for candidates with disabilities
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