Financial Performance and Financial Monitoring Advisor

February 15, 2020

(Work place: Montréal)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-09As a financial performance and financial monitoring advisor , you help design, institute, update, analyze and monitor strategies and solutions related to income and expense accounting. You help structure and track financial results, produce budget forecasts, invest in pension plans and improve financial performance. You advise and assist clients and partners as part of intervention and development initiatives. You recommend solutions to improve or optimize standards, policies and programs. Your projects and initiatives require extensive knowledge of your line of work. You prepare recommendations, solutions and action plans based on the organization’s objectives and priorities. You help solve complex problems using your analytical skills and extensive knowledge of your line of business. Coordination is critical, so you frequently interact with stakeholders working in other fields. Interpersonal savvy is therefore essential.As a leader in Quebec’s investment industry, Desjardins Capital is one of the most active investors on the market. It is a true driver of entrepreneurship, offering strategic and financial support to growing businesses and contributing to the sustainable prosperity of Quebecers and Quebec communities. Desjardins Capital boasts more than 45 years of expertise, $2.1 billion invested in over 500 businesses, a growing team of 125 professionals established across Quebec and seven funds under management.Desjardins Capital is looking for a Financial Performance and Financial Monitoring Advisor for a temporary, 12-month mandate. More specifically, you will help monitor portfolio companies.

Additional responsibilities

  • Compile and analyze financial information on portfolio companies (initial forecasts, audited monthly and annual financial statements, budgets and revised budgets)
  • Perform financial analyses on portfolio companies, including carrying out discrepancy analyses, providing explanations for discrepancies, and ascertaining additional information from the investment manager
  • Make a decision on the file’s risk trend, assess the banking situation, the burn rate and the number of months of liquidity available, and monitor the financial ratios
  • Help prepare monitoring reports on portfolios, performance indicators, etc.
  • Inform the individuals concerned (Financial Monitoring team, managers and investment managers) of any analysis results indicating deviating trends
  • Enter financial analysis comments in portfolio company monitoring reports
  • Participate in projects to improve the team’s processes, operational efficiency and analytical tools

Other working conditions

  • Temporary work : scheduled to end on : 04-30, 2021
  • Number of job available : 1 


  • Bachelor’s degree in accounting or a related field
  • Four years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

  • Hold a Chartered Professional Accountant designation (CMA, CGA or CA) (an asset)
  • For vacant positions available in Quebec, please note that knowledge of French is required  

Specific knowledge

Knowledge of Microsoft Office​

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Decision quality, Interpersonal Savvy, Situational adaptability

Work Location

Complexe Desjardins Montréal

Trade Union

Non Syndiqué

Unposting Date


Job Family

General finance and accounting (FG)

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