Financial Planning, Forecasting & Analysis Manager

Build the future with us

We are seeking an experienced FP&A Manager to lead financial planning, performance management, and strategic analysis. This role will partner closely with the Director, Finance and Fund Governance and senior leadership to deliver high-quality insights, forecasts, and reporting that support business decision-making and long-term growth. The ideal candidate combines strong analytical expertise with a proactive, business-oriented mindset and thrives in a dynamic, fast-paced environment.

What you’ll accomplish with us

Financial Planning, Forecasting & Analysis

• Lead the annual budgeting process, periodic forecasts, and long-term financial planning.

• Develop and maintain robust financial models to support forecasting, scenario analysis, and strategic planning.

• Establish key assumptions, challenge inputs, and ensure plans are analytically sound and decision ready.

• Monitor performance against plan, providing clear variance analysis and actionable insights.

• Analyze key drivers (including AUM, flows, revenue margins, and cost structure) to enhance understanding of performance.

• Own the overall integrity of financial plans, ensuring alignment with Head Office and corporate allocations.

• Partner with Corporate Accounting and Fund Governance to provide clear perspectives on performance, key drivers, risks, and opportunities.

• Analyze financial trends and translate complex data into concise, executive-ready insights.

Strategic Finance & Decision Support

• Support business initiatives through financial modeling, business case development, scenario analysis, and long-range projections.

• Provide forward-looking insights to inform strategy and drive improved financial outcomes.

• Evaluate profitability, cost efficiency, and return on investment across key initiatives.

• Deliver targeted ad hoc analysis to support senior leadership decisions.

• Partner with Fund Governance to enhance profitability and decision-support models.

Business Partnership

• Act as the primary FP&A partner to business leaders, providing guidance and constructive challenge.

• Align financial plans with operational priorities across functions.

• Influence decision-making through clear, data-driven financial perspectives.

• Proactively identify risks, gaps, and opportunities, and escalate as appropriate. • Provide back-up support to the Corporate Accounting & Financial Reporting Manager as needed.

Process Improvement & Governance

• Drive continuous improvement across FP&A processes, tools, and models to improve efficiency, scalability, and data quality.

• Lead automation, analytics, and AI-enabled initiatives to modernize planning, forecasting, and management reporting.

• Maintain strong governance, controls, and documentation across planning activities.

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What could accelerate your success in this role

 We’re looking for someone who:

• CPA, CFA, or equivalent professional designation required.

• 8–12+ years of progressive FP&A experience, ideally within Fund Administration or Asset Management or Financial Services.

• Strong financial modeling and analytical skills, with the ability to synthesize complex information.

• Solid understanding of IFRS and financial reporting concepts.

• Experience with ERP systems (e.g., SAP, Oracle) and advanced Excel proficiency.

• Proven ability to manage priorities and deliver results in a fast-paced environment.

• Strong communication and stakeholder management skills.

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!

The typical hiring range for this position is between 87,000$ and 100,000$ CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

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.