Financial Performance Advisor

iA Financial Group (Industrial Alliance)

Financial Performance Advisor advancing cost allocation, FP&A, and financial analytics at iA Financial Group. Supporting insurance, savings, and wealth-management operations through dashboards, forecasting, and finance transformation.

Posted 9/10/2026full-timeQuebec City • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, analysis, and budgeting, with a strong focus on data-driven decision-making and process improvement. Proficient in financial modeling and advanced Excel, with a solid understanding of corporate financial systems and automation technologies.

Highest-signal resume keywords

Financial PlanningFinancial AnalysisBudgeting ProcessesAdvanced Excel ProficiencyCPA Designation

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModelingData AnalysisCost AllocationManagement AccountingFinancial Forecasting

Soft Skills

Analytical AbilitiesCritical ThinkingAttention to DetailOrganizational SkillsInfluencing Decision-Making

Tools & Technologies

OracleSmart ViewBusiness Intelligence ToolsAutomation Technologies

Certifications & Qualifications

CPA Designation

Industry Keywords

Financial Planning & AnalysisCost DriversPerformance IndicatorsGovernanceContinuous Improvement

Tech Stack

Tools & technologies

Oracle

About the role

Key responsibilities & impact

Ensure the evolution, maintenance, and governance of the organization’s cost allocation model
Participate in financial planning, forecasting, and budgeting activities
Produce and analyze management financial information for leadership teams
Support business partners in understanding financial results and cost drivers
Conduct complex financial analyses and provide recommendations for management decisions
Develop and enhance tools, dashboards, and performance indicators
Contribute to continuous improvement of FP&A processes, systems, and practices
Support finance transformation through strategic initiatives and advances in data, automation, and business intelligence within FP&A
Collaborate with business units to ensure financial information is reliable, relevant, and action-oriented

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
CPA designation considered a strong asset
Relevant experience in financial planning, financial analysis, management control, or management accounting
Experience in financial modeling, data analysis, budgeting processes, and financial forecasting
Advanced proficiency in Excel
Knowledge of corporate financial systems such as Oracle, Smart View, or equivalent tools
Interest in automation, artificial intelligence, and emerging technologies applied to finance
Intermediate level of English proficiency
Strong analytical abilities, sound professional judgment, and critical thinking skills
Ability to simplify financial information and positively influence decision-making
Autonomy, attention to detail, and strong organizational skills

Benefits

Comp & perks

A work environment where learning and development go hand in hand with a shared pursuit of excellence
A healthy, safe, equitable, and inclusive workplace
Hybrid work environment with flexibility and access to inspiring, innovative workspaces
Flexible group insurance
Competitive retirement plan
Share purchase plan
Vacation and wellness days
Personal development opportunities
Telemedicine services
Employee and family assistance program
Ergonomic furniture program
Performance bonuses
Discounts on iA products