Operating Partner advising Fireclay Partners, a middle - market M&A and buy - side advisory firm. Providing sector intelligence, operational diligence, sourcing introductions, and sponsor engagement support.
About the role
- Financial Performance Advisor advancing cost allocation, FP&A, and financial analytics at iA Financial Group. Supporting insurance, savings, and wealth-management operations through dashboards, forecasting, and finance transformation.
Responsibilities
- Ensure the evolution, maintenance, and governance of the organization’s cost allocation model
- Participate in financial planning, forecasting, and budgeting activities
- Produce and analyze management financial information for leadership teams
- Support business partners in understanding financial results and cost drivers
- Conduct complex financial analyses and provide recommendations for management decisions
- Develop and enhance tools, dashboards, and performance indicators
- Contribute to continuous improvement of FP&A processes, systems, and practices
- Support finance transformation through strategic initiatives and advances in data, automation, and business intelligence within FP&A
- Collaborate with business units to ensure financial information is reliable, relevant, and action-oriented
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
- CPA designation considered a strong asset
- Relevant experience in financial planning, financial analysis, management control, or management accounting
- Experience in financial modeling, data analysis, budgeting processes, and financial forecasting
- Advanced proficiency in Excel
- Knowledge of corporate financial systems such as Oracle, Smart View, or equivalent tools
- Interest in automation, artificial intelligence, and emerging technologies applied to finance
- Intermediate level of English proficiency
- Strong analytical abilities, sound professional judgment, and critical thinking skills
- Ability to simplify financial information and positively influence decision-making
- Autonomy, attention to detail, and strong organizational skills
Benefits
- A work environment where learning and development go hand in hand with a shared pursuit of excellence
- A healthy, safe, equitable, and inclusive workplace
- Hybrid work environment with flexibility and access to inspiring, innovative workspaces
- Flexible group insurance
- Competitive retirement plan
- Share purchase plan
- Vacation and wellness days
- Personal development opportunities
- Telemedicine services
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonuses
- Discounts on iA products
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