Financial Performance Analyst

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office or Remote
Mid level
Fintech • Insurance • Payments • Financial Services
The Role
Support financial planning and performance for Group Insurance and Savings Solutions: prepare forecasts, analyze variances, develop KPIs, coordinate budgeting, contribute to pricing, improve processes, and build dashboards/reports using PBCS, Excel, and Power BI.
Summary Generated by Built In
Job Description

Build the Future with Us

Are you an accountant looking to leverage your analytical skills in a strategic role? Would you like to contribute to the mission of an organization dedicated to helping its clients feel confident and secure about their future? As a Financial Performance Analyst, you will play a key role in the financial performance of the Group Insurance and Savings Solutions (GISS) sector by contributing to financial planning, results analysis, process optimization, and the development of management tools.


This position offers an excellent opportunity to showcase your skills and fully realize your potential within a caring and trusted organization. Here, people and their professional development are at the heart of everything we do, fostering an environment that encourages collaboration and innovation. You will have the opportunity to actively contribute to strategic decision-making through your financial analyses and expertise, while also supporting the continuous improvement of practices and tools that drive the sector’s performance.

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What You’ll Accomplish With Us

As a Financial Performance Analyst, you’ll be at the core of our mission. Here are the main responsibilities

  • Participate in the preparation of financial forecasts, updating expense projections, and identifying variances to support sound financial planning.
  • Develop, monitor, and analyze key performance indicators (KPIs), while coordinating budgeting activities with leadership teams to ensure effective reporting and support strategic decision-making.
  • Collaborate on client pricing activities by accurately reflecting process costs throughout the various stages of the pricing cycle to help ensure sales profitability.
  • Identify opportunities to improve financial management processes and recommend practical solutions that enhance operational efficiency and optimize business practices.
  • Design and enhance dashboards, management reports, and analytical tools using PBCS, Excel, and potentially Power BI to increase financial visibility and support leadership teams in achieving their financial objectives.

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What could accelerate your success in this role

We’re looking for someone who:

  • Is recognized for their analytical rigor and strong attention to detail. 
  • Excels at interpreting, synthesizing, and translating complex financial data into actionable insights.
  • Demonstrates a strong ability to manage multiple priorities in a fast-paced environment.
  • Is known for their collaborative mindset and effective communication skills when working with various business partners.
  • Has 1 to 5 years of experience in management accounting, FP&A (Financial Planning & Analysis), or financial analysis.
  • Possesses an advanced level of English and French proficiency, as the role involves supporting, advising, making recommendations, and delivering presentations to English or French speaking managers and business partners across Canada through meetings, phone calls, and written communications on a regular basis. 

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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!

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

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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!


Location(s)Quebec / 1080, Grande Allee West

Other Possible Location(s)Montreal / 1981 McGill College Avenue
Company

iA Financial Group

Posting End Date2026-07-25Company Overview

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.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 

Our Commitment to Diversity and Inclusion

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.

Skills Required

  • Experience with PBCS (Planning and Budgeting Cloud Service)
  • Advanced Excel skills
  • Power BI experience
  • 1 to 5 years experience in management accounting, FP&A, or financial analysis
  • Advanced level of English proficiency (verbal and written)
  • Strong analytical rigor and attention to detail
  • Ability to interpret, synthesize, and translate complex financial data into actionable insights
  • Ability to manage multiple priorities in a fast-paced environment
  • Collaborative mindset and effective communication skills with business partners
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The Company
HQ: Quebec
8,690 Employees
Year Founded: 1892

What We Do

iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).

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