Senior Advisor, Financial Performance

iA Financial Group•Montreal, QC

2d•Hybrid

About The Position

Build the future with us Are you driven by financial performance, optimization, and value creation within the individual insurance sector, and looking to contribute to an organization whose purpose is to help its clients feel confident and secure about their future? As a Senior Advisor in Financial Performance, you will play a key role by acting as a business partner to the assigned Vice Presidency, actively contributing to decision-making, optimizing financial performance, and creating sustainable value in the context of constantly evolving business models, management practices, and analytical tools. This position represents an excellent opportunity to showcase your skills and fully leverage your potential within a caring and trusted organization. At the heart of the Individual sector’s activities, you will join a team recognized for its expertise, the quality of its support, and its credibility with business partners. You will hold a high-value role, directly connected to management decisions, in an environment where people and their development are top priorities, fostering collaboration and innovation.

Requirements

Is recognized for their ability to act as a senior advisor and business partner to managers, with a strong understanding of financial and operational issues and excellent interpersonal and influencing skills
Stands out for their strong analytical abilities, capacity to synthesize and simplify complex financial concepts, and proficiency with analytical tools (advanced Excel, BI tools)
Demonstrates strong leadership, autonomy, initiative, and a proactive, solution-oriented mindset focused on value creation
Is known for their rigor, professionalism, and technical expertise in financial performance, financial analysis, and financial planning & analysis (FP&A)
Has 7 to 10 years of relevant experience in financial performance, financial analysis, FP&A, or business partnering, along with a bachelor’s degree in accounting, finance, or a related field and a recognized accounting designation (CPA)
Has an advanced level of English and French, as the role involves collaborating daily with and supporting managers across Canada on financial performance matters

Responsibilities

Acting as a trusted financial performance advisor and business partner to managers and the Vice Presidency, developing a deep understanding of business, operational, and strategic issues, and providing clear recommendations to support decision-making.
Supporting managers in defining financial objectives, monitoring performance, and analyzing variances, while ensuring alignment with strategic directions.
Managing the full budgeting cycle for the Vice Presidency (budget, forecasts, monitoring, and variance analysis) with rigor and accuracy.
Producing, analyzing, interpreting, and simplifying financial and management information to enable informed decision-making.
Conducting in-depth financial analyses (profitability, costs, financial scenarios, sensitivity analyses, financial impacts) and developing relevant performance indicators (unit cost, profitability, efficiency).
Actively contributing to strategic and transformational initiatives, including profitability analyses, preparation of business cases (Strategic Business Cases – SBC), and tracking of costs, benefits, and efficiency gains.
Participating in the evolution and optimization of processes, work methods, analytical tools, and management reporting with a continuous improvement mindset.
Performing validations, controls, and complex financial or accounting analyses while ensuring the quality, reliability, and consistency of financial information.
Acting as a subject matter expert within the team, including mentoring and supporting more junior team members.