Financial Planning and Analysis

• Providing tax support and oversight for Fidelity’s alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts.
• Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies.
• Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks.

Manager, Fund Financial & Tax Reporting

FP&A Manager

Commercial Finance Manager

Senior Financial Analyst

Senior Manager, Strategic Planning, Network Strategy & Provider Experience

Finance Tax Analyst