Financial planning and strategic analysis define this Financial Performance Advisor position with iA Financial Group in a hybrid workplace. 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
Solid Excel proficiency and basic Power BI knowledge
Rigor, analytical strength, and transparent 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 Magog
🏢 IA Groupe financier
📍 Magog