
Analyst – Financial, Institutional Reporting
iA Financial Group (Industrial Alliance)
full-time
Posted on:
Location Type: Office
Location: Toronto • Canada
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Tech Stack
About the role
- Oversee the preparation and review of financial statements and fund publications (mutual funds and segregated funds)
- Validate the accuracy of key financial documents (income statement, balance sheet, statement of cash flows, statement of changes in equity)
- Detect and analyze financial variances to prevent risks
- Ensure regulatory compliance in accordance with IFRS and industry requirements
- Establish and monitor internal controls related to financial and regulatory reporting
- Collaborate on data governance to ensure data accuracy and integrity
- Assess the needs of institutional clients and optimize reporting processes and tools
- Develop models and visualization solutions (Power BI, Workiva) tailored to client requirements
Requirements
- Minimum 7 years of experience in financial analysis, reporting production, or accounting within financial services
- Bachelor's degree in finance, accounting, economics, or a related field
- CPA designation (asset)
- Proficiency in IFRS and BI tools (Excel, Power BI, Workiva)
- Knowledge of databases and data management systems (asset)
- Advanced level of English required for daily communication
Benefits
- Commitment to diversity and inclusion
- Stimulating and secure work environment
- Work–life balance with flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisfinancial reportingaccountingdata governancefinancial modelingdata visualizationregulatory complianceinternal controlsvariance analysisdata management
Soft Skills
collaborationcommunicationproblem-solvinganalytical thinkingattention to detailclient managementorganizational skillsrisk managementadaptabilitycritical thinking
Certifications
CPABachelor's degree in financeBachelor's degree in accountingBachelor's degree in economics