Process Lead - Canada Financial Control

Jun 17, 2024
Jul 01, 2024
Work Mode
Work from office
Full Time
Organization Type
The role will support the Toronto based Corporate Accounting team and Corporate Tax team from India. This role will be a valued member of the Canadian Accounting team while working in a different geographical location. This role will work closely with members of the Canadian Accounting team, Canada Tax team and Canada Finance. The candidate will develop strong relationships with business partners to meet accounting and reporting requirements and will develop a strong working knowledge of the businesses.

Key Responsibilities

The primary duties and responsibilities of this position are as follows:


You will be responsible for the execution of some accounting functions, including but not limited to: journal entries, account reconciliations, and variance analysis for the business

You will take ownership over your work and contribute to the monthly and year-end close and will be responsible for producing various financial reports

You will develop and implement new/enhanced systems and procedures to ensure adequate accounting and control for specific accounting functions

You will support the Canadian Accounting Team in creating standard operating procedures and process documentation of the activities performed in Canada and India

You will support in preparing schedules and documentation for all external and internal audits

You will assist in preparation of IFRS compliant financial statements and stay abreast of developments in the industry impacting financial reporting.

You will assist with the implementation of new accounting policies and procedures as well as administering existing policies and procedures

You will document all internal operating and control procedures and assist with documentation of internal operating and control procedures for the Canadian Corporate Accounting team

You will participate in the development and completion of special and/or ad-hoc projects as assigned

SOX Light

You will conduct interviews with Canadian Business process owners to understand business process and data flows and document this understanding in process flow diagrams

You will identify areas with financial reporting risks and document the risk and controls

You will test controls and communicate the results of testing of controls to the stakeholders

You will develop and manage relationship with business partners across the Fidelity Canada organization

Skills, Experience and Qualifications Required


  • A qualified chartered accountant with minimum 3 years of working experience with progressively more advanced accounting, financial analysis, or controls work required.
  • Thorough understanding of IFRS (US GAAP an asset) and proficiency in financial statement analysis
  • Advanced Microsoft Excel and data analytic skills
  • Proven experience and expertise in relationship management within financial services and working across functional lines
  • Prior experience with Control design and assessment or SOX Controls audits an asset
  • An excellent level of attention to detail, ensuring the accuracy of transactions and reports
  • The flexibility and ability to manage multiple tasks in an environment where switching tasks to meet project demands will be required
  • Strong written and verbal communication skills
  • Proven experience working within a control framework, including developing controls, processes and documenting procedures

Skills: control design , Financial Statement Analysis, Relationship Management, control framework , Us Gaap, Attention To Detail, Ifrs, Microsoft Excel, Verbal Communication Skills

Experience: 3.00-5.00 Years