Senior Financial Performance Advisor

ia; Quebec; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible benefits

Hybrid work environment

Wellness days

Telemedicine services

Employee Assistance Program

ERGO-friendly workspace

Job summary

iA Financial Group is seeking a Senior Financial Performance Advisor in a hybrid Canada role. You will lead forecasting, budgeting, KPI development, and financial analysis to guide investment decisions and improve cost accuracy.

You will partner with internal teams to deliver robust reporting, dashboards, and insights, contributing to governance of financial statements and continuous process improvements. The role requires 8–12 years in accounting or FP&A and strong English/French communication.

Qualifications

• Bachelor's degree in accounting, finance or related field is required.
• CPA designation is highly desirable or in progress.
• 8–12 years of accounting analysis, FP&A or financial analysis experience.

Responsibilities

• Lead the development of financial forecasts, multi-year projections and scenarios for the investment sector.
• Coordinate budgeting, consolidation and provide meaningful insights into results.
• Develop and interpret KPIs to support capital allocation decisions.
• Create executive dashboards and decision-support tools for managers.
• Act as a trusted advisor to investment teams on financial performance and impacts of decisions.
• Ensure robust costing models for investment activities and accurate cost allocations.
• Contribute to monthly, quarterly and annual financial statements governance.
• Perform complex accounting analyses, including journal entries and reconciliations.

Skills

Analytical mindset

Communication of financial information

Organizational skills

Collaboration with internal partners

English proficiency

French proficiency

Financial performance tools

Accounting analysis FP&A

Education

Bachelor's degree in accounting/finance or related field

CPA designation

Tools

Excel

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
• 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,

Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, Your place might be with us, and we want to get to know you!