Senior Analyst IGM Financial Reporting

Referral Level: Level 1

Mackenzie Investments

IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately$310billionin assetsas of December 31 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Mackenzie Investments founded in 1967 is a key part of IGMs business model serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.

At Mackenzie Investments You Can Build Your Career with Confidence.We are proud to be recognized as one of Canadas Top 100 Employers for the fourth consecutive year and one of Canadas Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment.Experience the best of both worlds with our hybrid work environment where you spend three days a week in the office connecting collaborating and enjoying quality time with your amazing colleagues!Our Values: Be better;we strive for improvement in everything we do.Be accountable;we foster clarity and are empowered to act responsibly.Be a team;we are united to drive collective impact to achieve our goals.

We are seeking a Senior Analyst IGM Financial Reporting to support the preparation analysis and reporting of the consolidated results of IGM Financial Inc. and its Strategic Investments. This role is crucial for the accurate and timely preparation of management analysis and external reporting. As a key member of the financial reporting team you will play an important role in preparing and reviewing financial reports for regulators the Board of Directors shareholders and external parties. You will also contribute to the integrity and control of financial information and the systems that provide this information.

This position is integral to the ongoing improvement and efficiency initiatives of the financial reporting process including the identification and implementation of automation opportunities the adoption of emerging technologies (including AI-enabled tools) and participation in cross-functional projects aimed at enhancing reporting capabilities and scalability.

Key Responsibilities

• Review and prepare monthly quarterly and year-end management reporting and analysis for senior management the Board of Directors and Board Committees.
• Participate in the monthly preparation of the consolidated financial statements and various supporting documents.
• Prepare and compile supporting documentation for various public and internal reports.
• Participate in innovation and department improvement opportunities including identifying and implementing automation solutions (e.g. process standardization workflow tools and data integrations) to improve efficiency accuracy and scalability.
• Support the evaluation and adoption of emerging technologies including AI-driven tools to enhance financial analysis reporting processes and insight generation.
• Contribute to the ongoing development of financial reporting to meet changing business and regulatory needs.
• Collaborate with other departments to obtain or provide information and support cross-functional initiatives.
• Engage in corporate and departmental projects as required including supporting project planning execution documentation and stakeholder communication to ensure timely and effective delivery of outcomes.
• Assist in documenting processes controls and improvements to support strong governance and continuous improvement.

Qualifications

• Minimum of 3 years of experience in preparing financial information for internal management and external users.
• Post-secondary degree with a professional accounting designation (CPA).
• Expert knowledge and experience with MS Office with demonstrated ability to leverage advanced Excel and other tools to drive automation and process efficiency.
• Familiarity with general ledger and supporting financial systems; experience with data tools reporting platforms or automation technologies is an asset.
• Strong analytical skills and a high level of accountability.
• Excellent organizational skills with the ability to manage frequent interruptions and tight deadlines.

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION:competitive base salary performance-weightedbonus education/career support option to join Employee Share Purchase Plan with employer matchingcomponent.

• EMPLOYEE BENEFITS & INSURANCE:competitive health and dental coverage flexible plan for you and your family and short-term & long-term disability plans.

• RETIREMENT SAVINGS PROGRAMS:voluntaryGroup RRSP enrolment with employer matchingcomponent.

• WORK LIFE BALANCE:paid volunteer days competitive time off including 10 wellness days offWorkPerksdiscount program hybrid & flex work arrangements.

• INCLUSIVE CULTURE AND DIVERSITY:living our core values: Be a Team Be Accountable Be Better engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest identity or background).