Junior Financial Analyst

Société Générale Assurances; Montreal; Hybrid; CAD 65,000 - 85,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Junior Financial Analyst to ensure the timely production of liquidity reports and support regulatory compliance. The ideal candidate will have a strong background in finance, especially in liquidity reporting, and be fluent in English. This position offers a competitive compensation and a supportive work environment with various benefits.

Benefits

Minimum of 20 vacation days + 4 personal days

Health spending account ($2,000/year)

Fully sponsored virtual healthcare

Ongoing development through training platforms

Qualifications

• Must have liquidity reporting experience.
• Fluent in English, both spoken and written.

Responsibilities

• Ensure timely and accurate production of liquidity reports.
• Review data for completeness and accuracy.
• Support regulatory reviews and ensure compliance.

Skills

Strong accounting and finance background

Product knowledge in derivatives

Experience in regulatory liquidity risk reporting

Excellent communication skills

Ability to work independently under tight deadlines

Proficiency in Excel

Tools

Alteryx

Python

Power BI

Job description

Junior Financial Analyst

Finance Permanent contract Montreal, Quebec, Canada Hybrid Reference 25000CPE Start date 2025 / 10 / 13 Publication date 2025 / 06 / 09

Responsibilities

ABOUT THE JOB :

The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with a local presence. Our core mission in the Americas involves delivering sound financial reports, supporting Business Units, Service Units, and General Management with financial and strategic steering, scrutinizing business plans, and advising on the efficient use of capital, liquidity, and funding resources. The department performs independent certification of financial aggregates and creates daily P&L explanations for market activities. Additionally, our teams oversee cross-business projects in financial and regulatory areas, providing expertise on accounting, prudential, and tax norms to ensure compliance.

Liquidity Reporting is responsible for producing, reconciling, and distributing daily, weekly, and monthly liquidity reports to SG’s ALM and RISK teams, senior management, and regulators. This team includes a dashboarding unit, a liquidity stress testing team, and a regulatory reporting team. The role involves daily, weekly, and monthly liquidity funding reporting, stress testing, and system integration tasks, including account conversions and regulator interface.

What will be your DAY-TO-DAY?

This role focuses on delivering accurate and timely liquidity reports such as the daily Cash Flow Forecast (CFF), dashboards, weekly stress tests, and other reports. It requires attention to detail, financial product knowledge, and proactive data quality management.

Key Responsibilities :

• Ensure timely and accurate production of liquidity reports (CFF, dashboards, stress tests).
• Review data for completeness and accuracy, perform first-level checks with offshore teams, and validate against other streams.
• Process manual data adjustments, escalate anomalies, breaches, or limit exceptions.
• Oversee offshore teams in India, review controls, and address data issues.
• Support regulatory reviews, audits, and ensure compliance with BCBS 239.
• Document procedures, participate in automation projects, and develop interim solutions (e.g., Excel macros).
• Leverage financial instrument knowledge (derivatives, equities, fixed income, commodities, currencies) to support reporting.

This position offers the opportunity to contribute to liquidity management and improve data quality and operational efficiency.

Profile required

Skills and Qualifications :

Must Have :

• Strong accounting and finance background with liquidity reporting experience.
• Product knowledge in derivatives, loans, funding vehicles, currencies, fixed income, equities, and commodities.
• Experience in regulatory liquidity risk reporting.
• Excellent communication skills.
• Ability to work independently under tight deadlines.
• Proficiency in Excel.

Nice to Have :

• VBA skills.
• Experience with Alteryx, Python, Power BI.

LANGUAGE :

Fluent in English, both spoken and written, for collaboration with US colleagues and partners.

Note: Due to US Federal Securities law, applicants will undergo enhanced background screening, including fingerprinting by a FINRA-approved vendor.

Why join us

OUR BENEFITS :

Competitive compensation & benefits, including:

• Minimum of 20 vacation days + 4 personal days.
• Supportive maternity, paternity, parental, and adoption leave policies.
• Health spending account ($2,000/year) and personal spending account ($1,000/year) with 75+ reimbursement categories.
• Fully sponsored virtual healthcare and Employee Assistance Program.
• Employee Resource Groups (ERG) such as Pride and Allies, Women Network, Black Leadership, etc.
• Ongoing development through training platforms like Coursera, GoFluent, Pluralsight, First Finance, and others.