Senior Financial Analyst

 •  IA Clarington Investments Toronto, ON

5 - 7 years experience  •  Insurance

Salary depends on experience
Posted on 12/11/17
5 - 7 years experience
Salary depends on experience
Posted on 12/11/17

Company Overview

We are iA Clarington

And we will be invested in you

As one of Canada’s leading investment management companies, iA Clarington brings clarity, integrity and commitment to a complicated global investment landscape. We believe passionately in the value of active management, the investment products we deliver, and the importance of maintaining unwavering attention to both the big picture and the smallest details. Home to a number of highly respected portfolio management teams, together, we earn the trust of advisors and investors by bringing diverse investment views forward through our broad selection of offerings.

As a wholly owned subsidiary ofIndustrial Alliance Insurance and Financial Services Inc. - Canada’s fourth-largest life and health insurance company - iA Clarington offers a wide range ofinvestment products, including actively managedmutual funds, managedportfolio solutions and sociallyresponsibleinvestments.


Reporting to the Financial Planning & Analysis Manager, the Senior Financial Analyst is responsible for supporting the annual forecast, budget and 5 year outlook process, monthly and quarterly financialreporting, and completing analysis required for management reporting.

The incumbent ensures that all financial reports are prepared in accordance with IFRS and regulatory requirements. The reports are prepared using policies, procedures and processes that are compatible with those of iA Financial Group.

Key Responsibilities:
• Assist in the completion of the annual forecast, budget and 5 year outlook by collecting and analyzing financial results; maintain and update supporting schedules
• Prepare and support the CFO’s reporting and presentation to the board of directors for budget and 5 year outlook
• Provide detailed analysis on management expense ratios, trailer fees, deferred sales commissions and other material balances including explanation on variances to budget
• Prepare monthly reporting package which includes reconciliation of sales and average assets; completion of P&L, Balance Sheet, and Statement of Cash Flow
• Work closely with the Corporate Finance team to resolve discrepancies
• Review investment balances and prepare monthly OCI journal entries
• Quarterly reporting includes competitive benchmarking, analysis of results compared to plan, and preparing schedules for board meetings
• Monthly Management Overview Report
• Prepare monthly working capital calculation for regulatory reporting to AMF (NI31-103)
• Performance fee calculation
• Other ad-hoc as requested by Senior Management
• Ensures accuracy and reliability of financial information, quality of presentation, with respect to IFRS and corporate accounting policies and internal controls


• Minimum of 5 years of experience in finance and the mutual fund industry (or financial services), & financial analysis experience
• Undergraduate degree in Finance or Accounting
• CPA, CA, CMA, and / or CGA designation (or in progress)
• Advanced MS Excel and PowerPoint skills and very good written and verbal communication skills.
• Solid understanding of financial accounting and reporting under IFRS
• Strong analytical skills, attention to detail and able to meet multiple deadlines
• Efficient, organized and able to produce high quality work under pressure and in a timely fashion
• Strong inter-personal skills and teamwork
• Strong written, oral communication skills; technical writing and business writing skills
• Excellence in problem solving
• Experience with Oracle a strong asset

Job ID: J1117-0461

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