Financial Performance Advisor – 12-Month Temporary Position

Industrial Alliance Insurance and Financial Services Inc; Quebec; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Flexible group insurance

Competitive pension plan

Stock purchase plan

Vacation and wellness days

Telemedicine

Employee assistance program

Job summary

Industrial Alliance Insurance and Financial Services Inc. is seeking a Financial Performance Advisor (FP&A) to drive general expense reporting, forecasting, and analysis within the FP&A team.

The role emphasizes building dashboards, monitoring variances, and delivering insights to support planning and performance reviews. The ideal candidate has 5–7 years in finance/FP&A, strong Excel skills, and a proactive mindset for partnering with business units, including U.S.

Qualifications

• 5–7 years of experience in finance, FP&A, accounting, or a related field; budget and forecasting experience is a plus.
• Strong proficiency in Excel and reporting tools.
• Solid understanding of financial statements and basic financial analysis concepts.

Responsibilities

• Ensure financial performance reporting and monitoring by developing dashboards and analyzing variances between actuals, budget, and forecasts.
• Maintain data quality and consistency across deliverables.
• Support general expense forecasting by updating projections and consolidating data from multiple sectors.
• Identify variances, risks, and opportunities to inform decision-making.
• Act as a business partner by supporting teams in understanding financial performance and participating in monthly and quarterly reviews.
• Contribute to FP&A process improvements by optimizing tools and processes.

Skills

Analytical thinking

Variance analysis

Excel proficiency

Financial data interpretation

Tools

Reporting tools

Job description

Build the future with us

Are you driven by financial performance and eager to contribute to the mission of a company that aims to help its clients feel confident and secure about their future? As a Financial Performance Advisor (FP&A), you will play a key role in general expense reporting and forecasting, actively contributing to the production and analysis of financial information within the Financial Planning & Analysis (FP&A) team.

In a constantly evolving environment, you will support the quality and reliability of financial monitoring processes while developing a strong understanding of performance drivers and FP&A best practices. This position is a great opportunity to showcase your analytical skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration, learning, and innovation.

What you’ll accomplish with us

As a Financial Performance Advisor (FP&A), you’ll be at the core of our mission. Here are the main responsibilities:

• Ensure financial performance reporting and monitoring by contributing to the development of dashboards, analyzing variances between actuals, budget, and forecasts, and documenting key trends and drivers;
• Ensure the quality and reliability of financial data by maintaining consistency and integrity across deliverables;
• Actively participate in general expense forecasting by updating projections, consolidating data from various sectors, and supporting the analysis of key assumptions and variables;
• Identify and communicate variances, risks, and opportunities to support informed decision-making;
• Act as a business partner by supporting teams in understanding their financial performance, responding to information requests, and contributing to monthly and quarterly performance reviews;
• Contribute to the continuous improvement of FP&A practices by collaborating with the team, optimizing tools and processes, and developing business knowledge.

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their rigor and attention to detail, ensuring quality, consistency, and reliability of financial data;
• Stands out for their analytical and synthesis skills, particularly in interpreting financial performance and variances;
• Demonstrates strong proficiency in Excel and reporting tools, along with a solid understanding of financial statements and basic financial analysis concepts;
• Is recognized for their collaborative mindset, effective communication, and proactive attitude, supporting strong business partnerships;
• Has 5 to 7 years of experience in finance, FP&A, accounting, or a related field, with budget and forecasting experience considered an asset;
• Demonstrates the ability to manage multiple deliverables under tight deadlines while maintaining a high level of quality;
• Has an advanced level of English proficiency, as the role involves producing and presenting financial analyses, participating in performance reviews, and supporting planning and forecasting activities with financial stakeholders and business partners, including U.S. entities and Western Canada, on a regular basis.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!