Financial Specialist – IT Finance

Intact; Montreal; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

Intact is seeking a Financial Specialist for its IT Finance team. This role requires expertise in financial analysis and reporting, particularly within IT portfolios. The successful candidate will be a CPA with a strong background in FP&A. Employees can expect a hybrid work model, financial rewards, and an inclusive workplace culture.

Benefits

Flexible work arrangements

Employee Share Purchase Plan

Extensive benefits package with virtual healthcare

Annual wellness account

Learning and development programs

Qualifications

• Minimum 5 years' experience in Financial Planning and Analysis (FP&A).
• Advanced level Excel experience.
• Bilingualism required for candidates located in Quebec.

Responsibilities

• Act as a primary business partner for IT portfolios to influence financial decisions.
• Coordinate budgeting and forecasting processes with various groups.
• Develop reports to provide transparency on financial data.

Skills

Excel

Financial Analysis

Interpersonal Communication

Strategic Thinking

Education

CPA designation

Tools

PowerBI

Job description

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Join to apply for the Financial Specialist – IT Finance role at Intact

Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times.

Our employee promise represents Intact’s commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with us.

About The Role

We are looking for a Financial Specialist – IT Finance for our growing team!

The IT Finance team provides IT operations support with financial expertise. The team is responsible for coordinating the budgeting and forecasting process, advising on budgets to achieve our goals, tracking and forecasting deviations from plan, and participating in various efficiency and advising work, such as participation in various steering committees. The team plays a central role with several operational teams on various topics such as financial processes, resource planning, end of month, documentation of our processes and training of our partners, coordination between the different departments including the portfolio management team, etc.

Responsibilities

• Act as a primary business partner for IT portfolios to help them understand financial results and influence decisions to align with the achievement of financial goals, provide cost variance explanations and trend analysis
• Work closely with other financial specialists, project coordinators, portfolio managers, to achieve financial transformation and assess potential for continuous improvement and provide financial tracking of internal productivity initiatives
• Coordinate activities between the various groups involved in the ongoing budgeting and forecasting process to optimize the use of resources
• Develop reports and tools to provide a better overview of the IT team's finances but also important details to provide full transparency on understanding financial data with exemplary precision accompanied by detailed and value-added explanations
• Ensure proper documentation for all team tasks
• Act as a business partner for portfolios: monthly and annual variance analysis, forecasting and budgeting process or any other ad hoc financial analysis required for internal and external charges
• Build and maintain strong relationships with operations and other finance teams
• Create reports regarding strategies for senior management review with a focus on IT portfolios
  
  

Qualifications/Skills

• CPA designation – is required
• Minimum 5 years experience Financial Planning and Analysis (FP&A) roles – is required
• Advanced level Excel experience – is required
• Excellent excel modeling skills, ERP systems, experience in reporting tools such as PowerBI, project management tools, and the ability to present financial data to non-financial colleagues
• Strategic thinking and analytical skills and very well organized
• Interest in learning computer systems and understanding business structure and processes
• Ability to learn and multitask on several projects at the same time, be autonomous, proactive, creative and demonstrate team spirit and positive attitude
• Interpersonal communication skills: the ideal candidate must be able to build strong relationships; will act as an advisor to the IT management team on financial matters
• For candidates located in Quebec, bilingualism is required considering the necessity to interact on a regular basis with English-speaking colleagues across the country
  
  

What We Offer

Our hybrid work model provides the balance between working from home and enjoying meaningful in-person interactions.

Working Here Means You'll Be Empowered To Be And Do Your Best Every Day. Here Is Some Of What You Can Expect As a Permanent Member Of Our Team

• A financial rewards program that recognizes your success
• An industry leading Employee Share Purchase Plan; we match 50% of net shares purchased
• An extensive flex pension and benefits package, with access to virtual healthcare
• Flexible work arrangements
• Possibility to purchase up to 5 extra days off per year
• An annual wellness account that promotes an active and healthy lifestyle
• Access to tools and resources to support physical and mental health, embracing change and connecting with colleagues
• A dynamic workplace learning ecosystem complete with learning journeys, interactive online content, and inspiring programs
• Inclusive employee-led networks to educate, inspire, amplify voices, build relationships and provide development opportunities
• Inspiring leaders and colleagues who will lift you up and help you grow
• A Community Impact program, because what you care about is a part of what makes you different. And how you contribute to your community should be just as unique.
  
  

We are an equal opportunity employer

At Intact, our Value of respect is founded on seeing diversity as a strength. We strive to create an accessible workplace where employees feel valued, included and encouraged to share their unique perspectives.

We encourage applications from individuals who are members of equity-deserving groups, including but not limited to women, Indigenous peoples, persons with disabilities, Black people, and members of the 2SLGBTQI+ community.

As part of Intact’s commitment to reconciliation, we acknowledge that we work, meet and travel across the land currently called Canada, originally inhabited by First Nations, Metis and Inuit people. This history extends through many centuries and continues to evolve today.

We have policies to ensure equal access and participation for people with disabilities, including providing workplace adjustments (accommodations). A copy of applicable policies is available on request.

If we can provide a specific adjustment to make the recruitment process more accessible for you, please let us know when we reach out about a job opportunity. We’ll work with you to meet your needs.

Learn more about our recruitment process and your candidate journey here.

If you are an employee of Intact or belairdirect, please apply for this role on Internal Career Site.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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