Financial planning and strategic analysis define this Financial Performance Advisor position with iA Financial Group in a hybrid environment. Use Excel and Power BI.

Within the Investments sector, you will support financial planning, results analysis, and investment activity performance monitoring. The position includes forecasting, budgeting, KPI development, and decision-support tools. You will also help investment teams understand financial impacts and support cost-model evolution.

Key Responsibilities:

- Develop forecasts, multi-year projections, and business scenarios
- Participate in budgeting, consolidation, and assumption analysis
- Develop and monitor key performance indicators
- Maintain Power BI and Excel dashboards
- Support investment teams with financial performance interpretation

Requirements:

- Bachelor’s degree in accounting, finance, or related field
- Three to five years’ relevant financial analysis experience
- Strong Excel proficiency and basic Power BI knowledge
- Rigor, analytical strength, and explicit data communication
- Advanced French and intermediate English proficiency

Apply financial analysis, forecasting, Excel, and Power BI skills supporting investment performance at iA Financial Group.

📌 Financial Planning Performance Advisor (Canada)
🏢 Industrial Alliance Insurance and Financial Services Inc. -
📍 Canada