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Process Lead/Assistant Manager- Canada Business Finance

ExperiencedNo visa sponsorship
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 3 days ago

No clicks

**Process Lead/Assistant Manager - Canada Business Finance** Manage and develop financial reporting, analysis, and business planning for Fidelity Canada's business units. Lead cross-functional projects, partner with senior stakeholders, and drive data-driven decision-making. Seek 4-5 years of post-qualification experience, CA/MBA designation, strong financial analysis skills, and proficiency in Microsoft Office suite, with added bonuses for HFM, Power BI, Tableau, or Knime. Thrive in a team setting with independent deliverables.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
India

Full Job Description

About the Opportunity

Job Type: Permanent

Application Deadline: 28 August 2026

Job Description

Title Process Lead/Assistant Manager- Canada Business Finance

Department Finance

Location Gurgaon

Reports To Senior Manager - Canada Business Finance

Level Business Finance - 4

Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like youre part of something bigger.

About your team

The Finance team is responsible for management reporting, analysis, business planning and special projects for various business units within Fidelity Canada. The team's main focus is to support these business groups in achieving their objectives by identifying issues, recommending solutions, providing financial transparency and value-added financial assessments. This is achieved by establishing strong ties with these client groups while meeting the needs and interests of all stakeholders.

About your role
The successful individual is an articulate and analytical financial professional who will utilize their technical and relationship building skills to provide support to the Decision Support and Business Unit Support groups within Fidelity Canada, while managing the needs and interests of many stakeholders including senior management.

As an integral member of the Finance team, you will be responsible for financial management reporting, financial analysis, performance measurement and business planning.

Beyond recurring deliverables, the role holder will be expected to conduct ad hoc analysis across Fidelity Canada business. This requires the ability to synthesise complex financial and operational data into clear insights at short notice, always with the utmost discretion given the confidential nature of the work.

Key Responsibilities

Develop, manage and regularly present a framework to address the needs of the business, including flash and management reports.

Proactive support of the P&L and headcount reporting.

Provide analytical insights on key performance drivers, increasing transparency for business leaders.

Provide financial analysis for emerging business opportunities, trends and financial results.

Develop appropriate key performance indicators / success measures and develop post implementation assessments against the relevant measures.

Proactive support of quarterly business reviews.

Facilitate the annual business planning/budgeting and quarterly forecasting process while providing overall financial stewardship, expense management and support for other ad hoc projects.

Develop and maintain interactive dashboards and performance frameworks, enabling senior leaders to track metrics and KPIs aligned with strategy.

Act as a strategic partner to senior stakeholders, bringing forward-looking analysis rather than retrospective reporting.

Influence and manage stakeholders to drive cultural change towards data-driven decision-making.

About you

Qualified CA/MBA with up to 4 to 5 years of post-qualification experience.

Strong financial analysis skills including, knowledge of accounting principles and industry standard packages.

Shows high attention to detail, particularly when reviewing the works of others, and an appetite to dive into issues in depth as needed.

Proficient in knowledge of the Microsoft Office software packages; including Microsoft Excel and Power Point. Knowledge of HFM, Power BI, Tableau, Knime would be an advantage.

Ability to work as a team and contribute towards team goals, but equally be responsible for certain deliverables which need to be prepared independently and deliver results.

Feel rewarded

For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Location: Gurgaon Office

Time Type: Full time

Process Lead/Assistant Manager- Canada Business Finance

Compensation

Not specified

City: Not specified

Country: India

Fidelity Investments logo
Asset Management

3 days ago

No clicks

at Fidelity Investments

ExperiencedNo visa sponsorship

**Process Lead/Assistant Manager - Canada Business Finance** Manage and develop financial reporting, analysis, and business planning for Fidelity Canada's business units. Lead cross-functional projects, partner with senior stakeholders, and drive data-driven decision-making. Seek 4-5 years of post-qualification experience, CA/MBA designation, strong financial analysis skills, and proficiency in Microsoft Office suite, with added bonuses for HFM, Power BI, Tableau, or Knime. Thrive in a team setting with independent deliverables.

Full Job Description

About the Opportunity

Job Type: Permanent

Application Deadline: 28 August 2026

Job Description

Title Process Lead/Assistant Manager- Canada Business Finance

Department Finance

Location Gurgaon

Reports To Senior Manager - Canada Business Finance

Level Business Finance - 4

Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like youre part of something bigger.

About your team

The Finance team is responsible for management reporting, analysis, business planning and special projects for various business units within Fidelity Canada. The team's main focus is to support these business groups in achieving their objectives by identifying issues, recommending solutions, providing financial transparency and value-added financial assessments. This is achieved by establishing strong ties with these client groups while meeting the needs and interests of all stakeholders.

About your role
The successful individual is an articulate and analytical financial professional who will utilize their technical and relationship building skills to provide support to the Decision Support and Business Unit Support groups within Fidelity Canada, while managing the needs and interests of many stakeholders including senior management.

As an integral member of the Finance team, you will be responsible for financial management reporting, financial analysis, performance measurement and business planning.

Beyond recurring deliverables, the role holder will be expected to conduct ad hoc analysis across Fidelity Canada business. This requires the ability to synthesise complex financial and operational data into clear insights at short notice, always with the utmost discretion given the confidential nature of the work.

Key Responsibilities

Develop, manage and regularly present a framework to address the needs of the business, including flash and management reports.

Proactive support of the P&L and headcount reporting.

Provide analytical insights on key performance drivers, increasing transparency for business leaders.

Provide financial analysis for emerging business opportunities, trends and financial results.

Develop appropriate key performance indicators / success measures and develop post implementation assessments against the relevant measures.

Proactive support of quarterly business reviews.

Facilitate the annual business planning/budgeting and quarterly forecasting process while providing overall financial stewardship, expense management and support for other ad hoc projects.

Develop and maintain interactive dashboards and performance frameworks, enabling senior leaders to track metrics and KPIs aligned with strategy.

Act as a strategic partner to senior stakeholders, bringing forward-looking analysis rather than retrospective reporting.

Influence and manage stakeholders to drive cultural change towards data-driven decision-making.

About you

Qualified CA/MBA with up to 4 to 5 years of post-qualification experience.

Strong financial analysis skills including, knowledge of accounting principles and industry standard packages.

Shows high attention to detail, particularly when reviewing the works of others, and an appetite to dive into issues in depth as needed.

Proficient in knowledge of the Microsoft Office software packages; including Microsoft Excel and Power Point. Knowledge of HFM, Power BI, Tableau, Knime would be an advantage.

Ability to work as a team and contribute towards team goals, but equally be responsible for certain deliverables which need to be prepared independently and deliver results.

Feel rewarded

For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Location: Gurgaon Office

Time Type: Full time