Senior Financial Performance Advisor

iA Financial Group (Industrial Alliance)

. Lead financial forecasts, multi-year projections and business scenarios for the investment sector .

Posted 10/16/2026full-timeQuebec City • CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial forecasting, budgeting processes, and performance analysis, with a strong focus on developing strategic KPIs and executive dashboards. Proficient in financial management processes and capable of providing insightful analysis to support investment decisions.

Highest-signal resume keywords

Financial ForecastingBudgeting Process CoordinationFinancial Performance ToolsCPA DesignationAdvanced French Proficiency

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Accounting AnalysisFinancial Planning And Analysis (FP&A)Costing Model DevelopmentComplex Accounting AnalysesJournal EntriesReconciliationsTax AnalysisStrategic KPI DevelopmentExecutive Dashboard DesignDecision-Support Tools

Soft Skills

Analytical MindsetClear CommunicationOrganizational SkillsCollaborationProfessionalism

Certifications & Qualifications

Bachelor's Degree In AccountingBachelor's Degree In FinanceCPA Designation

Industry Keywords

Investment SectorFinancial GovernanceFinancial StatementsPerformance DriversContinuous Improvement

About the role

Key responsibilities & impact

Lead financial forecasts, multi-year projections and business scenarios for the investment sector
Identify risks, opportunities and performance drivers
Coordinate the budgeting process, including consolidation and critical analysis of assumptions
Provide management with meaningful insight into financial results
Develop, enhance and interpret strategic KPIs
Design and maintain executive dashboards and decision-support tools
Advise investment teams on financial performance, results interpretation and financial impacts of operational decisions
Develop and maintain the costing model for investment activities
Contribute to governance of financial processes for monthly, quarterly and annual financial statements
Perform and oversee complex accounting analyses, including journal entries, reconciliations and taxes
Serve as a reference on matters requiring professional judgment
Work with internal partners on the financial treatment of expenses and strategic initiatives
Identify and implement continuous improvements to financial management processes

Requirements

What you’ll need

Bachelor's degree in accounting, finance or a related field
CPA designation, or in the process of obtaining it, considered a strong asset
8 to 12 years of experience in accounting analysis, FP&A or financial analysis
Strong knowledge of financial performance tools
Advanced English proficiency for regular communication with English-speaking partners
Very advanced French proficiency; the team is French-speaking and the majority of work is conducted in French
Rigor, analytical mindset and ability to communicate complex financial information clearly
Organizational skills and ability to manage multiple priorities in a dynamic environment
Professionalism and ability to collaborate effectively with internal partners

Benefits

Comp & perks

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
Hybrid work environment with flexibility and access to inspiring and innovative workspaces
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