Financial Optimization Advisor

6 months ago

Montréal, Canada iA Groupe financier iA Financial Group Full time

Talent and Culture sector/Permanent role/Hyrbid or telework_

The mission of the **Talent and Culture (T&C) sector’s** **Strategy, Governance and Performance (SGP) team **is to provide the management team with tools and established guidelines for strategic planning, governance and performance, and to support them in decision-making and aligning with the sector’s mission and vision in order to directly contribute to iA’s strategic ambitions.

**More specifically, you will**:

- Lead the T&C SGP’s accounting practices: recurring tactical operations for financial optimization_
- Lead annual _Run-Maintain-Improve_ (RMI) budget processes:

- Establish fluid monthly budget reviews and ad hoc accountability processes
- Work in concert with the T&C project portfolio manager
- Be the sector’s reference regarding accounting, the budget and general expense monitoring for Canada and the US:

- Establish guidelines specific to T&C and communicate corporate requirements
- Work closely with senior management to analyze overspending and propose solutions to balance the budget
- Develop and implement control procedures that will ensure the accuracy of the business segments’ financial data
- Make the necessary accounting entries in relation to the budget and overheads;
- Analyze and develop different management and accounting reports to support decision-making
- Represent the SGP and/or the T&C sector in committees and work groups:

- Represent the accounting function when strategic plans are developed
- Collaborate positively and effectively with the company's other teams
- Suggest continuous improvement ideas to increase operating efficiency and maintain the sector’s standards
- Be a positive colleague who wants to grow in a learning organization:

- Participate in initiatives outside the accounting field
- Share your experience and knowledge, and learn from your colleagues

**What you will bring to the team**:

- Skills_
- Collaborative leadership
- Continuous improvement mindset
- Keen sense of detail and analysis
- Organization and prioritization skills
- Growth mindset and autonomy
- Interest in understanding and adapting to business needs
- Ability to adapt with flexibility and speed in a constantly evolving environment
- Knowledge_
- Relevant experience in accounting and budget management
- Excellent command of French and English (oral and written) for frequent interaction with internal and external French
- and English-speaking colleagues or partners across Canada and the United States
- Proficiency in Excel
- Oracle ERP Cloud knowledge, an asset

Join a growing organization that cares about its employees’ wellbeing.

li-fl1 #-li-remote

**Company Overview**:
**About**:
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 50,000 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.

**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.

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