Senior Financial Performance Advisor

iA Financial Group; Montreal; Hybrid; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive benefits

Vacation and wellness days

Telemedicine services

Employee share purchase plan

EFAP

Job summary

iA Financial Group in Montreal is seeking a Senior Financial Performance Advisor to lead forecasting, budgeting, KPI development and the analysis of investment activities. This role emphasizes accuracy, cross-functional collaboration, and the delivery of decision-support tools and robust costing models.

The position requires 8–12 years of accounting or FP&A experience, bilingual English/French, and a CPA or progress toward it; hybrid work options are offered.

Qualifications

• Bachelor's degree in accounting or finance is required.
• CPA designation is preferred or in progress.
• 8–12 years of experience in accounting analysis, FP&A or financial analysis.
• Fluent English and advanced French required for regular cross-language communication.

Responsibilities

• Lead the development of financial forecasts and multi-year projections.
• Coordinate budgeting process including consolidation and analysis of assumptions.
• Develop and maintain KPIs and dashboards to support decisions.
• Provide costing model governance for investment activities.
• Conduct complex accounting analyses, including journal entries and reconciliations.
• Collaborate with internal partners to clarify financial treatments of initiatives.

Skills

Financial analysis

Forecasting

KPI development

Education

Bachelor's degree in accounting/finance

CPA designation

Job description

Job Description

Build the future with us

Are you driven by financial performance, strategic analysis and the optimization of management processes, and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?

As a Senior Financial Performance Advisor , you will play a key role in financial planning, results analysis, monitoring the performance of investment activities, and developing tools that support informed decision-making.

This position is a great opportunity to showcase your 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 and innovation.

What you’ll accomplish with us

As a Senior Financial Performance Advisor, you’ll be at the core of our mission. Here are the main responsibilities:

• Lead the development of financial forecasts, multi-year projections and business scenarios for the investment sector, proactively identifying risks, opportunities and performance drivers;
• Play a key role in coordinating the budgeting process, including consolidation, critical analysis of assumptions and providing management with meaningful insight into financial results;
• Develop, enhance and interpret strategic key performance indicators (KPIs) to support management decisions and the optimal allocation of capital;
• Design and maintain executive dashboards and decision-support tools, with a focus on clarity, relevance and added value for managers;
• Act as a trusted advisor to investment teams on financial performance, interpretation of results and the financial impacts of operational decisions;
• Ensure the ongoing development and robustness of the costing model for investment activities, promoting consistency, transparency and accuracy in allocated costs;
• Contribute to the governance of financial processes related to the preparation and analysis of monthly, quarterly and annual financial statements, with a strong focus on the quality and reliability of financial information;
• Perform and oversee complex accounting analyses, including journal entries, reconciliations and taxes, while serving as a point of reference on matters requiring a high degree of professional judgment;
• Work closely with internal partners to structure, analyze and clarify the financial treatment of certain expenses and strategic initiatives;
• Identify and implement continuous improvements to financial management processes to enhance efficiency, rigor and decision-making.

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their rigor, analytical mindset and ability to communicate complex financial information in a clear and accessible way;
• Stands out for their organizational skills and ability to manage multiple priorities in a dynamic environment;
• Demonstrates strong knowledge of financial performance tools ;
• Is recognized for their professionalism and ability to collaborate effectively with internal partners;
• Holds a bachelor’s degree in accounting, finance or a related field;
• Holds a CPA designation, or is in the process of obtaining it, which would be considered a strong asset;
• Has 8 to 12 years of experience in accounting analysis, FP&A or financial analysis;
• Has an advanced level of English proficiency , as the role involves communicating with English-speaking partners on a regular basis.
• Has a very advanced level of French proficiency , as the team is French-speaking and the majority of the work is conducted in French.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;
• AI is in everyone’s hands, empowering you to increase your personal effectiveness while supporting the organization’s growth;
• 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 plans;
• Competitive retirement savings plan;
• Employee share purchase plan;
• Vacation program, wellness days and personal development days;
• Telemedicine services;
• Employee and Family Assistance Program (EFAP);
• Ergonomic furniture program;
• Performance bonus;
• Discounts on iA products;
• And much more!

Location(s)

Quebec / 1080, Grande Allee West

Other Possible Location(s)

Montreal / 1981 McGill College Avenue

Company

iA Financial Group

Posting End Date

2026-11-06

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, 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 125 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.

At iA, we’re invested in you.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

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