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Senior Analyst, Financial Planning and Analysis - Trans-Canada Capital

  • Montréal, QC
  • Hybrid
  • Posted Oct 8, 2026
  • 1 position

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Employment type
Full-time
Experience level
Senior · 5+ years
Minimum education
Professional degree
Apply by
Oct 21, 2026
Posting language
English
Working hours
40 hours per week
Office presence
4 days per week

Job summary

The Senior Analyst is responsible for managing financial planning, forecasting, and the annual budget process in collaboration with business units. They will also define key performance indicators, oversee procurement and contract renewals, and ensure high-quality financial reporting.

Job details

Trans-Canada Capital (TCC) is an asset management firm specializing in innovative investment strategies for investors. Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through strategies focusing on alpha generation in a rigorous risk-controlled framework. With C$30 billion in assets under management (inclusive of leverage), more than 100 investment professionals based in Montreal and Toronto, and a complete range of alternative solutions, TCC is well positioned to meet the needs of investors seeking steady returns. Reporting to the Manager, Finance, the Senior Analyst will be primarily responsible for Trans-Canada Capital’s financial planning and forecasting. The ideal candidate will have excellent analytical skills and a strong sense of priorities. Attention to detail and the ability to work under pressure are also crucial skills. The successful candidate will choose TCC for its collaborative work environment, the opportunity to work closely with management teams, and the competitive compensation and range of benefits offered. This position will be based in downtown Montreal. 4 days per week at the office. Responsibilities: Manage financial planning and forecasting. Manage the annual budget process in collaboration with management and the various business units. Produce and analyze monthly and quarterly budget analysis reports, and bring all financial issues to management. Submit detailed monthly financial reports to the managers of the departments. Define and keep track of the key performance indicators (KPIs) and the goals. Manage the procurement process in collaboration with the business units, including supplier selection. Oversee and monitor the renewal of all existing contracts with the business units and, in some cases, negotiate them with suppliers. Develop, manage and improve processes to ensure efficient data analysis. Ensure a consistently high level of quality in service provided in terms of timeliness, accuracy and user-friendliness. Participate in special projects and perform other related tasks as assigned. Bachelor’s degree in accounting or business administration and accounting designation (CPA). Five to eight years of relevant accounting experience. Excellent command of the Microsoft 365 suite (Excel). Experience with the Microsoft Power BI visualization tool (an asset). Knowledge of SAP and Ariba (an asset). Bilingual (spoken and written), French and English essential: This position requires bilingualism at the professional level to provide support to clients and employees located outside of Quebec or who require services in a language other than French. Skills: Organizational skills, the ability to multi-task and a strong sense of priorities. Rigour, attention to detail and vigilance. Proactivity and sense of initiative. Ability to work effectively under pressure and respect tights deadlines. Negotiation and supplier management skills. Analytical and critical thinking skills, autonomy. Marked ability to learn, versatility and adaptability. Excellent communicator and team player. Conditions of Employment: Candidates must be eligible to work in the country of interest at the time any offer of employment is made and are responsible for obtaining any required work permits, visas, or other authorizations necessary for employment. Prior to their start date, candidates will also need to provide proof of their eligibility to work in the country of interest. Linguistic Requirements Bilingual (English and French) Diversity and Inclusion Trans Canada Capital Inc. is strongly committed to Diversity and Inclusion and aims to create a healthy, accessible and rewarding work environment which highlights employees’ unique contributions to our company’s success. As an equal opportunity employer, we welcome applications from all to help us build a diverse workforce which reflects the diversity of our customers, and communities, in which we live and serve. Trans Canada Capital Inc. thanks all candidates for their interest; however only those selected to continue in the process will be contacted.

What you’ll do

The Senior Analyst is responsible for managing financial planning, forecasting, and the annual budget process in collaboration with business units. They will also define key performance indicators, oversee procurement and contract renewals, and ensure high-quality financial reporting.

Requirements

Candidates must hold a Bachelor's degree in accounting or business administration along with a CPA designation. Five to eight years of relevant accounting experience and professional bilingualism in English and French are required.

Benefits

  • Competitive compensation
  • Range of benefits

Listed skills

  • SAP · Preferred
  • Teamwork · Preferred
  • Budgeting · Preferred
  • Data analysis · Preferred
  • Microsoft Excel · Preferred
  • Communication · Preferred
  • Financial planning · Preferred
  • Critical Thinking · Preferred
  • Accounting · Preferred
  • Procurement · Preferred
  • Contract Negotiation · Preferred
  • Forecasting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Financial planning
  • Forecasting
  • Budgeting
  • KPI tracking
  • Procurement
  • Contract negotiation
  • Data analysis
  • Accounting
  • Microsoft Excel
  • Microsoft Power BI
  • SAP
  • Ariba
  • Analytical skills
  • Communication
  • Teamwork
  • Critical thinking
  • Supplier Identification And Selection
  • Supplier Management
  • Microsoft 365
  • Organizational Skills
  • Bilingual (French/English)
  • Budget Analysis
  • Analytical Skills
  • Adaptability
  • Data Analysis
  • Asset Management
  • Multilingualism
  • Business Administration
  • Management
  • Investments
  • Critical Thinking
  • Finance
  • Financial Planning
  • Financial Statements
  • French Language
  • Innovation
  • Key Performance Indicators (KPIs)
  • Multitasking
  • Negotiation
  • Proactivity
  • Power BI
  • SAP Applications
  • Process Improvement
  • Detail Oriented

Job areas

  • Finance & Accounting
  • Management & Leadership
  • Data & Analytics
  • Administrative
  • Financial Planning and Analysis Analyst
  • Financial Analyst (General)
  • Financial Analysts
  • Financial and Investment Analysts

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