Senior or Principal Analyst – Data Visualization

iA Financial Group; Montreal; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

A leading financial services company seeks a Senior or Principal Analyst in Data Visualization. The role involves ensuring quality financial statements and enhancing reporting processes. Candidates must have over 10 years of financial analysis experience, proficiency in reporting tools, and advanced French skills. This position offers a hybrid working environment and competitive benefits in Montreal, Québec.

Benefits

Flexible group insurance

Leading retirement plan

Telemedicine services

Employee assistance programs

Qualifications

• 10+ years of experience in financial analysis, reporting, or accounting within the financial services sector.
• Professional designation such as CPA is an asset.
• Knowledge of databases and data management systems is an asset.

Responsibilities

• Oversee preparation and review of financial statements and fund publications.
• Validate accuracy of financial documents.
• Identify and analyze financial discrepancies.

Skills

Rigor and precision

Mastery of IFRS standards

Strong problem-solving skills

Comfort with multidisciplinary teams

Advanced French proficiency

Education

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

Tools

Excel

Power BI

Workiva

Job description

Job Description

Senior or Principal Analyst – Data Visualization (Temporary – 12 month contract)

Shape the Future with Us

Are you passionate about enhancing the reliability and transparency of financial reporting in the investment sector? As a Senior Analyst in Data Visualization, you will play a strategic role within the Investment Operations team, ensuring the quality of fund financial statements and driving the industrialization of client reporting through your financial and accounting analytical skills. This position is a great opportunity to showcase your attention to detail with financial data and fully leverage your potential within a caring and trustworthy organization. Here, people and their development are at the heart of our priorities, fostering a collaborative and innovative environment.

What You’ll Accomplish with Us

As a Senior Analyst in Data Visualization, you will be at the core of our mission. Your main responsibilities will include:

• Overseeing the preparation and review of financial statements and fund publications for mutual and segregated funds.
• Validating the accuracy of key financial documents, including income statements, balance sheets, cash flows, and equity.
• Identifying and analyzing financial discrepancies or irregularities to mitigate potential risks.
• Ensuring regulatory compliance of financial statements in accordance with industry standards.
• Implementing and monitoring internal controls related to financial and regulatory reporting.
• Collaborating on data governance, ensuring accuracy and integrity with internal and external teams.
• Assessing institutional client needs and contributing to the optimization of reporting processes and tools.
• Developing models and visualization solutions tailored to institutional client requirements.

What Will Help You Succeed in This Role

We’re looking for someone who:

• Is known for their rigor and precision in handling complex financial data.
• Stands out for their mastery of IFRS standards and financial sector regulatory requirements.
• Demonstrates strong problem-solving skills and the ability to analyze financial discrepancies in a dynamic environment.
• Is comfortable collaborating with multidisciplinary teams and communicating effectively in English.
• Has at least 10 years of experience in financial analysis, reporting, or accounting within the financial services sector.
• Holds a bachelor’s degree in finance, accounting, economics, or a related field.
• Possesses a professional designation such as CPA (an asset).
• Is proficient in reporting and BI tools such as Excel, Power BI, Workiva, or other visualization tools.
• Has knowledge of databases and data management systems (an asset).
• Has advanced french proficiency, both spoken and written, due to daily tasks performed in french. These include video conference meetings, presentations, and email communications with French-speaking partners and vendors.

Why You’ll Love Working with Us

• A work environment where learning and development are intertwined with a collective pursuit of excellence.
• A healthy, safe, equitable, and inclusive workplace where your potential can thrive.
• The flexibility of a hybrid work environment, supported by inspiring and innovative workspaces.
• Competitive benefits: flexible group insurance, a leading retirement plan, telemedicine, employee and family assistance programs, discounts on iA products, and more!

Apply now and take charge of your career—where your talent truly matters!

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, take the leap and apply—we’d love to get to know you!

Location(s) Québec, Québec

Other Possible Location(s) Montreal, Quebec, Toronto, Ontario

Company iA Financial Group

Posting End Date 2025-11-14

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.