Financial Performance Analyst

iA Financial Group•Montreal, QC

6d•Hybrid

About The Position

Build the Future with Us Are you an accountant looking to leverage your analytical skills in a strategic role? Would you like to contribute to the mission of an organization dedicated to helping its clients feel confident and secure about their future? As a Financial Performance Analyst, you will play a key role in the financial performance of the Group Insurance and Savings Solutions (GISS) sector by contributing to financial planning, results analysis, process optimization, and the development of management tools. This position offers an excellent opportunity to showcase your skills and fully realize your potential within a caring and trusted organization. Here, people and their professional development are at the heart of everything we do, fostering an environment that encourages collaboration and innovation. You will have the opportunity to actively contribute to strategic decision-making through your financial analyses and expertise, while also supporting the continuous improvement of practices and tools that drive the sector’s performance.

Requirements

1 to 5 years of experience in management accounting, FP&A (Financial Planning & Analysis), or financial analysis.
Advanced level of English proficiency, as the role involves supporting, advising, making recommendations, and delivering presentations to English-speaking managers and business partners across Canada through meetings, phone calls, and written communications on a regular basis.

Nice To Haves

Recognized for their analytical rigor and strong attention to detail.
Excels at interpreting, synthesizing, and translating complex financial data into actionable insights.
Demonstrates a strong ability to manage multiple priorities in a fast-paced environment.
Known for their collaborative mindset and effective communication skills when working with various business partners.

Responsibilities

Participate in the preparation of financial forecasts, updating expense projections, and identifying variances to support sound financial planning.
Develop, monitor, and analyze key performance indicators (KPIs), while coordinating budgeting activities with leadership teams to ensure effective reporting and support strategic decision-making.
Collaborate on client pricing activities by accurately reflecting process costs throughout the various stages of the pricing cycle to help ensure sales profitability.
Identify opportunities to improve financial management processes and recommend practical solutions that enhance operational efficiency and optimize business practices.
Design and enhance dashboards, management reports, and analytical tools using PBCS, Excel, and potentially Power BI to increase financial visibility and support leadership teams in achieving their financial objectives.