Functional Analyst, Financial Reporting Systems

Industrial Alliance Insurance and Financial Services Inc; Magog; Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Employee share purchase plan

Vacation, well-being and personal days

Employee and Family Assistance Program

Ergonomic furniture program

Performance bonus

Job summary

iA Financial Group in Canada seeks a Functional Analyst for Financial Reporting Systems to support production environments and enhance reporting, planning and consolidation capabilities.

The role requires a strong background in financial processes, proficiency with Oracle EPM/PBCS/Hyperion/Workiva, and fluency in French with intermediate English for collaboration with vendor teams.

Qualifications

• Bachelor’s degree in business administration, finance, accounting, information systems or related field; CPA asset.
• 3–5 years of experience in functional analysis or financial systems, supporting production environments, reporting, planning or consolidation.
• Strong understanding of financial processes, including reporting, closing cycles, and data flows.

Responsibilities

• Provide functional support for production environments related to financial reporting; prioritize incidents.
• Maintain and enhance reporting, planning and consolidation models in Oracle EPM/PBCS/Hyperion/Workiva; ensure changes are tested and approved.
• Translate business needs into functional requirements; collaborate with Finance, IT and Operations to coordinate fixes and deliverables.
• Support evolution initiatives by assessing impacts, dependencies and risks; identify automation opportunities to reduce manual work.

Skills

Functional analysis

Financial systems

French language

English language

Education

Bachelor’s degree in business administration/finance/accounting/information systems

CPA designation (asset)

Tools

Oracle EPM

PBCS

Hyperion

Workiva

Job description

• Other Possible Location(s): Montreal, Quebec
• Job category: Business Administration, Finance and Accounting

Are you passionate about financial environments, problem-solving and continuous improvement, and looking to contribute to the purpose of a company committed to helping its clients feel confident and secure about their future?

As a Functional Analyst, Financial Reporting Systems, you will work within a specialized financial systems team responsible for critical technology solutions used by Finance teams for financial reporting, planning and consolidation activities. You will act as a key resource for Finance, IT and operational partners to help ensure business continuity, data quality and the reliability of financial deliverables.

This position is a great opportunity to showcase your skills and reach your full potential within a caring and trusted organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you will accomplish with us

As a Functional Analyst, Financial Reporting Systems, you will be at the heart of our mission. Your main responsibilities will include:

• Provide functional support for production environments related to financial reporting, analyze and prioritize incidents, and act as an escalation point to minimize impacts on financial activities.
• Maintain and enhance reporting, planning and consolidation models, particularly in environments such as Oracle EPM, PBCS, Hyperion or Workiva, ensuring that changes are documented, tested and approved before being deployed to production.
• Analyze data issues and reporting discrepancies, identify root causes and recommend sustainable solutions to improve stability and data quality while reducing recurring incidents.
• Act as a functional resource for users, understand their needs and challenges, and translate them into clear and testable functional solutions and requirements.
• Work closely with Finance, IT and Operations teams to coordinate fixes and financial deliverables according to closing schedules, business priorities and operational constraints.
• Support evolution and transformation initiatives by assessing functional impacts, dependencies and risks, while identifying automation opportunities to reduce manual interventions.

What could accelerate your success in this role

We are looking for someone who:

• Holds a bachelor’s degree in business administration, finance, accounting, information systems, information technology or a related field. A CPA designation is considered an asset.
• Has 3 to 5 years of experience in functional analysis or financial systems, particularly supporting production environments, reporting, planning or financial consolidation.
• Has a good understanding of financial processes, including reporting, consolidation and closing cycles, as well as financial data flows and models.
• Is comfortable working with Oracle EPM, PBCS, Hyperion, Workiva or equivalent financial reporting, planning or performance management platforms.
• Demonstrates the ability to analyze complex issues, understand business rules and interactions between multiple systems, and translate business needs into clear and testable functional requirements.
• Is recognized for their thoroughness, analytical mindset, solution-oriented approach and ability to collaborate effectively with Finance, IT and multidisciplinary teams.
• Has a very high level of proficiency in French, both spoken and written, as the team operates primarily in French and meetings and day-to-day collaboration are conducted in French.
• Has an intermediate level of proficiency in English, as the incumbent will regularly collaborate and communicate with English-speaking teams and vendors and will be required to consult, understand and use technical and functional documentation in English.

Why you will enjoy working with us

• A work environment where learning and development come together with a collective pursuit of excellence.
• Artificial intelligence is in everyone’s hands, helping increase personal efficiency and supporting the organization’s growth.
• A healthy, safe, equitable and inclusive environment where everyone can express and develop their full potential.
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces.
• Employee share purchase plan
• Vacation, well-being and personal development days
• Employee and Family Assistance Program
• Ergonomic furniture program
• Performance bonus
• Discounts on iA products
• And much more!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us . Someone from our team will be happy to assist you.