Financial Literacy Consultant supporting medical learners at the University of Alberta. Providing debt counseling, financial education, and accreditation support.
IA
Senior Financial Performance Advisor
Posted 10 hours ago
About the role
- Senior Financial Performance Advisor leading investment-sector forecasts, budgeting, KPIs and accounting analysis. Supporting iA Financial Group’s insurance, savings and wealth-management business.
Responsibilities
- 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
- 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
- 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
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