Senior Analyst – Financial & Institutional Reporting

iA Financial Group; Montreal; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A financial services provider is seeking a Senior Analyst – Financial and Institutional Reporting for a 12-month contract. This role encompasses overseeing the production of financial reports, ensuring regulatory compliance, and developing innovative visualization solutions. Candidates should have a minimum of 7 years of financial analysis experience and a Bachelor's degree in a relevant field. The position promotes a flexible, hybrid work environment and offers competitive benefits including group insurance and retirement plans.

Benefits

Flexible hybrid work environment

Group insurance

Retirement plan

Telemedicine

Employee assistance program

Product discounts

Qualifications

• Minimum of 7 years of experience in financial analysis, report production, or accounting.
• Strong knowledge of IFRS standards and BI tools.
• Advanced level of English for communication and documentation.

Responsibilities

• Oversee preparation and review of financial statements and publications.
• Validate accuracy of key financial documents.
• Identify and analyze financial variances to mitigate risks.
• Ensure regulatory compliance with IFRS standards.
• Implement and monitor internal controls for reporting.
• Collaborate on data governance for accuracy.
• Assess client needs and optimize reporting processes.
• Develop tailored models and visualization solutions.

Skills

Financial analysis

Report production

Accounting

IFRS standards knowledge

BI tools (Excel, Power BI, Workiva)

Data management systems

Advanced English

Education

Bachelor’s degree in finance, accounting, economics, or related field

Tools

Power BI

Workiva

Excel

Job description

Job Description

Senior Analyst – Financial and Institutional Reporting (12-month contract)

Do you want to play a strategic role in producing high-quality financial reports for institutional clients? As a Senior Analyst – Financial and Institutional Reporting, you will be at the heart of our mission: ensuring compliance, accuracy, and the industrialization of financial reports while developing innovative visualization solutions. This position is a unique opportunity to showcase your expertise in finance and reporting within a collaborative and people-focused environment.

Key Responsibilities

• Oversee the preparation and review of financial statements and fund publications (mutual and segregated funds).
• Validate the accuracy of key financial documents (income statement, balance sheet, cash flow, equity).
• Identify and analyze financial variances to mitigate risks.
• Ensure regulatory compliance in accordance with IFRS standards and industry requirements.
• Implement and monitor internal controls related to financial and regulatory reporting.
• Collaborate on data governance to ensure accuracy and integrity.
• Assess institutional client needs and optimize reporting processes and tools.
• Develop models and visualization solutions (Power BI, Workiva) tailored to client requirements.

Profile

• Minimum of 7 years of experience in financial analysis, report production, or accounting within financial services.
• Bachelor’s degree in finance, accounting, economics, or a related field.
• CPA designation (an asset).
• Strong knowledge of IFRS standards and BI tools (Excel, Power BI, Workiva).
• Familiarity with databases and data management systems (an asset).
• Advanced level of English, both spoken and written, due to daily tasks performed in this language. These tasks include oral communication via videoconference to lead meetings and deliver presentations, as well as writing emails to English-speaking partners and vendors.

Why Join Us?

• Flexible hybrid work environment and inspiring workspaces.
• A culture focused on development, collaboration, and innovation.
• Competitive benefits: group insurance, retirement plan, telemedicine, employee assistance program, discounts on iA products.

Location(s)

Québec, Québec

Other Possible Location(s)

Montreal, Quebec, Toronto, Ontario

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, contact us here. Someone from our team will be happy to assist you with your needs.