Senior Advisor – Financial Planning and Performance

Build the future with us

Are you driven by financial planning, performance analysis, and strategic decision support, and do you want to contribute to the purpose of a company that aims to ensure its clients feel confident and secure about their future? As a Senior Advisor – Financial Planning and Performance (FP&A), you will play a key role in leading financial performance reporting and overhead expense forecasting, ensuring financial information that is reliable, consistent, and decision-oriented.

This role represents a strong opportunity to showcase your expertise and fully leverage your potential within a caring and trustworthy organization. In a context of growth and transformation, you will actively contribute to the evolution of FP&A practices while working in an environment where people and their development are at the heart of priorities, fostering collaboration and innovation.

What you’ll accomplish with us
As a Senior Advisor in Financial Planning and Performance, you will be at the core of our mission. Your main responsibilities will include:

• Leading the production, evolution, and dissemination of financial performance dashboards for senior management and business partners, while ensuring the quality, consistency, and credibility of financial information.

• Analyzing and explaining variances between actual results, budget, and forecasts, highlighting trends, key drivers, risks, opportunities, and key messages.

• Coordinating, maintaining, and documenting realistic, up-to-date, and well-explained overhead expense forecasts, in collaboration with business partners.

• Challenging forecasting assumptions and contributing to the continuous improvement and structuring of financial forecasting practices.

• Acting as a business partner to various sectors by supporting them in understanding their financial performance and in decision-making.

• Translating complex financial information into clear insights and supporting management discussions, trade-offs, and financial recommendations.

• Actively participating in monthly and quarterly reviews with the Finance leadership team.

• Working closely with an analyst, providing guidance on data preparation and analysis, and serving as a reference for performance monitoring within the FP&A team.

• Contributing to the evolution of FP&A practices by participating in structuring initiatives aimed at improving processes, tools, performance monitoring, and the value added by the function.

What could accelerate your success in this role
We’re looking for someone who:

• Is recognized for their strong mastery of financial planning and performance (FP&A) principles, including financial performance reporting and overhead expense forecasting.

• Stands out for their deep understanding of overhead cost structures, variance analysis, and the financial impact of management decisions.

• Demonstrates strong influence, communication, and the ability to clearly communicate financial information to business partners and managers.

• Is known for their professional judgment, critical thinking, and functional leadership, fostering collaboration and alignment of practices.

• Has 7 to 8 years of experience in financial planning and performance, with proven ease in using corporate financial systems, planning tools, and reporting processes, along with solid knowledge of financial cycles.

• Has an advanced level of English and French, as the role involves preparing and presenting financial analyses, participating in performance reviews, and supporting overhead planning and forecasting with financial stakeholders and business partners, including U.S. entities and Western Canada, on a regular basis.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.

• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.

• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.

• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

iA Financial Group

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.