Senior Financial Analyst, Financial Planning & Analysis (Remote)

at iA Financial Group
Published November 4, 2022
Location Austin, TX
Category Default  
Job Type Full-time  



Join our growing FP&A team! Love your career. It happens here.

Your focus: manage all internal reporting, analyze revenue, and expense variances and clearly explain the business or accounting drivers. Additionally, this position will help build yearly and long-range operating plans to support business initiatives, develop rolling forecast processes to ensure resources are leveraged with maximum effectiveness and provide strategic analyses and recommendations. This position is directly responsible for operationalizing and cultivating data-driven planning processes and improving upon monthly and quarterly reporting.


* Follow monthly and quarterly performance by comparing actuals vs expectations
* Collaborate with accounting on financial close
* Conduct trend analysis to understand performance drivers
* Use Business Intelligence (BI) for decisions
* Work with senior leaders to provide insights on sales-to-profit analysis, return on investment on strategic initiatives, and resource allocations while maintaining financial models
* Assist with our future system integration

Who we're looking for: a financial professional with at least 3 years of financial planning & analysis experience. Bachelor's required, Master's degree preferred. Savvy with financial reporting tools and Excel. Superior presentation skills.

We'll take care of you! Competitive Benefits (Medical, Dental, Vision, Short- and Long-Term Disability, 401K w/ match, PTO, and more!), A Human Approach, Career Advancement, Professional Development Opportunities, & Quality Working Conditions.

About Us

iA American is a wholly-owned subsidiary of iA Financial Group, one of North America's largest insurance and wealth management groups. In the last few years, iA American has been thoughtfully built by iA Financial Group through the acquisition of Innovative Aftermarket Systems (IAS), SouthwestRe, and Dealers Assurance Company (DAC). Our products and services include automotive protection packages, reinsurance options, dealer support, direct-to-consumer products, and in-house administration.

Our CEO, Denis Ricard won #1 Insurance CEO in Canada from Glassdoor in 2022! iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group's stability and solidity make it an employer of choice that invests in its employees and their development over the long term.