Job Description
Who We Are
Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.
For more information about Fidelity Clearing Canada, please visit
https://clearingcanada.fidelity.com/
The Purpose of the Role:
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. Reporting to the Director, Finance, this newly created role will be responsible for ensuring that our clearing business operates with agility and that resources are mobilized where they are most needed.
This role is responsible for developing and executing capacity planning models, analyzing multiple data sets to effectively forecast volumes, transactions and productivity, ensures optimal resource allocation across the firm, and collaborates and partners with senior leaders across the firm to recommend various resource allocation strategies identified.
What You Will Do:
Capacity Planning and Forecasting
- Developing long-term and short-term demand and capacity forecast models to support business operations
- Enable operational teams with transformative forecasting models for volumes of requests and transactions across various business lines
- Design, develop and enhance models into employee effectiveness and productivity to help drive inputs into capacity planning models
- Maintaining and updating forecasts with a monthly cadence under a high-frequency lens (weekly) over a rolling 24-month period
- Leverage appropriate statistical models to test forecast output and assumptions
- Lead the annual planning process for capacity planning within operational team’s peak-period assessments
Data Analysis & Reporting
- Monitor resource performance and identify areas for improvement by analyzing current departmental capacity and productivity identifying inefficiencies
- Collect, analyze and interpret data to identify trends and patterns across various variables
- Using data visualization techniques (Power BI / PowerPoint), design and develop reporting tools and presentations to present insights and recommendations to senior leaders.
Collaboration
- Collaborate with various senior leaders throughout the organization in entity wide resource programs
- Present, on a monthly basis, findings to senior leaders to help drive recommendations on capacity strategies across various teams (surplus / shortage distributions)
- Help collaborate on other entity level capacity planning projects (reservist program)
- Keep apprised of the continuously evolving FCC policies procedures as well as client specific processes.
What We’re Looking For:
- Minimum of 5 years' relevant work experience in a role focused on capacity/workforce planning management, forecasting and planning, and data analytics within the financial services industry
- Completion of post-secondary education or relevant work experience
- Advanced proficiency in Excel and PowerPoint is a must have
- Work experience within the brokerage industry or a clearing firm is an asset
- Expertise in Python, SQL, PowerBI, or other programming languages are an asset
- Experience in developing and applying statistical or predictive modelling is nice to have
The Expertise Your Bring:
- Advanced proficiency in capacity or workforce planning management, forecasting and data analytics / reporting
- Strong analytical and critical-thinking skills with ability to understand data and draw insights in order to deliver recommendations
- Excellent written and verbal communication skills in order to present data and findings in an effective way
- Knowledge of MS Access, Excel, Powerpoint, Oracle Business Intelligence Dashboards / Answers and Business Objects Web Intelligence, SQL
- Organized self-starter, with a customer service focus and ability to manage complex tasks
- Ability to influence others and move toward a common vision or goal
- Strong attention to detail.
- Ability to effectively make presentations to diverse internal audiences
- Experience with applying various models to help solve practical business problems
- Team player- ability to foster and maintain strong working relationships and work cooperatively with others.
You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
Current work authorization for Canada is required for all openings.
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:
Awards
- Canada's Top 100 Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People
- Great Place To Work® Certified
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams
- LinkedIn Top Companies in Canada
- Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Diversity & Inclusion Employer
Designations
- Canadian Compassionate Companies – Certified
- Benefits Canada's Workplace Benefits Award - Future of Work Strategy
- TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
- Canadian HR Reporter's Most Innovative HR Team
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