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Senior Analyst, Financial Planning and Analysis

April 27 2021
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Corporate finance, Treasury, Financial Analysis
Montreal, QC

With over 180 billion in assets under management, Fiera Capital, an independent firm, is one of Canada’s leading investment managers. We deliver customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science, and we are passionate about creating sustainable wealth for clients. Fiera Capital is recognized for our talented people. Our teams collaborate and seek to draw on the global industry’s most innovative and diverse offerings to craft strategies that meet the needs of any client, anywhere they are located.

Why join Fiera Capital:

• Inclusive workplace and diverse background of employees
• Growth and development opportunities
• Entrepreneurial industry-leading company with a purposeful mission
• Flexible work arrangements, competitive compensation and benefits
• Collaborative approach, innovative and culture of integrity
• Ambitious organization who strives for excellence

What we are looking for:

Reporting to the Manager/Director, Financial Planning and Analysis, the Senior Analyst supports the production of various financial analysis, models, and forecasts. The Senior Analyst is responsible for assisting in the activities related to reporting and production of reliable and complete financial disclosures and analysis for the firm's various internal and external reports.

Your responsibilities:

  • ­ Prepare financial forecasts and tracking of performance;
  • ­ Participate in the tracking and reporting of assets under management;
  • ­ Assist in the preparation of budgets (firm-wide as well as departmental) and analysis of variances;
  • ­ Prepare monthly and quarterly management presentations;
  • ­ Develop financial models to track various firm metrics;
  • ­ Assist with financial analysis required to support projects;
  • ­ Analyze and summarize financial results benchmarked to KPIs;
  • ­ Participate in the annual audit and quarterly review;
  • ­ Participate in the continuous improvement exercise for underlying processes and controls;
  • ­ Perform any other tasks related to the nature of your duties.

Must have requirements to be successful in this role:

  • Bachelor’s degree in Accounting or Finance;
  • CPA certification essential;
  • ­Minimum five (5) years of experience in financial planning and analysis;
  • Previous experience working in a public company within the financial services industry, an asset;
  • ­Strong knowledge of corporate financial planning and costing/profitability methodologies and processes;
  • Ability to manage multiple files, thoroughness and attention to detail;
  • Ability to work independently ,drive and team spirit;
  • Experience working in a complex and changing environment;
  • Analytical skills and ability to identify and assess implications and recommendations;
  • Excellent verbal and written communication skills;
  • Expert knowledge of Excel (pivot tables and database management functions).

The use of masculine is for the sole purpose of lightening the text and refers to both women and men.

Fiera Capital subscribes to the principle of employment equity. Our staff is our most valuable asset and our goal is to create an inclusive and equitable environment where everyone can reach their true potential.

Fiera Capital will not tolerate any form of discrimination or harassment. All staffing decisions, including hiring and promotion decisions, will be based on merit, skills, performance and business needs. We are pleased to receive nominations from qualified individuals from a variety of backgrounds.

We thank all applicants for their interest in a career with Fiera Capital. We will only communicate with those selected for an interview.

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