Manager, Investment Reporting

Intact Financial Corporation; Montreal (administrative region); Hybrid; CAD 119,000 - 145,000; Full time

Benefits offered by this job

Hybrid work model

Annual bonus

Employee Share Purchase Plan (ESPP)

Pension plan

Job summary

Intact Financial Corporation seeks a Manager, Investment Reporting to lead the finance function at the intersection of reporting, controls and data transformation. You will drive modernization initiatives, manage a high-performing team, and partner with investment teams to deliver reliable financial information for a large global portfolio.

The role offers hybrid work in Montréal, with opportunities to shape reporting and influence stakeholders across Canada and beyond.

Qualifications

• CPA designation is required.
• CFA designation is an asset.
• Minimum 7 years in financial reporting, financial analysis, investment accounting, or related field.
• Minimum 2 years leading direct reports, including performance management.
• Experience with investment products, regulatory reporting, complex accounting, data transformation, automation or reporting modernization.
• Strong analytical, judgment, and problem-solving skills.
• Bilingualism in French and English is required to interact with colleagues across Canada, U.S., U.K. and Europe.

Responsibilities

• Lead month-end, quarter-end, and year-end financial close for investments with strong controls and timely results.
• Oversee external reporting of investment results, including consolidated/legal entity statements and regulatory filings.
• Deliver internal reporting and ad hoc analyses for senior leaders on performance and issues.
• Coach and develop team members, promoting accountability and learning.
• Coordinate investment-related audits and liaise with external auditors and stakeholders.
• Drive modernization, automation, and centralization of investment information and reporting.

Skills

CPA designation

Bilingual French English

Financial reporting

Investment accounting

Regulatory reporting

Automation/data transformation

Leadership/people management

Job description

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.

Pay at Intact is about much more than just salary. Flexible work arrangements and a hybrid work model Possibility to purchase up to 5 extra days off per year Multiple benefits offered to support physical and mental wellbeing, including telemedicine, Wellness account and much more Share plan & other savings: up to 12% of salary or even more (ask how you could earn guaranteed income for life).

Salary range (but not limited to): 118,700 - 145,100. Annual bonus target, based on the base salary, with a potential payout of up to double the target (subject to personal and company performance): 20%. As part of our commitment to Win As A Team, we share our success with employees through our annual bonus plan and Employee Share Purchase Plan (ESPP) – with Intact matching 50% of your net shares. Our pension offerings provide flexibility and long-term security for our employees beyond their careers. We are one of the few companies offering the opportunity to receive guaranteed income for life via our defined benefit pension plan. Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, etc. The salary range presented above is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well.

About the role

Who We Are

Intact Investment Management Inc. is a wholly owned subsidiary of Intact Financial Corporation. Based in Montréal, our multidisciplinary team manages more than $40 billion in assets for institutional investors, including the assets and pension funds of Intact Financial Corporation and its subsidiaries. We combine investment expertise, disciplined risk management, and a collaborative mindset to deliver sustainable long-term value. Our teams challenge conventional thinking, adapt to changing markets, and continuously improve how we invest, report, and operate.

Why This Role

As Manager, Investment Reporting, you will lead a key finance function at the intersection of financial reporting, accounting, controls, and data transformation. You will have broad exposure to senior leaders and investment professionals while helping shape the reporting and decision-support capabilities behind a large and diverse global investment portfolio. This is an opportunity to develop a high-performing team and lead meaningful modernization initiatives involving automation, data centralization, and process improvement.

What You’ll Do

Lead the month-end, quarter-end, and year-end financial close for investments, ensuring accurate system flows, effective controls, high-quality analysis, and timely review of results.

Oversee external reporting of investment results, including consolidated and legal entity financial statements, management reporting, and regulatory filings.

Deliver relevant internal reporting and ad hoc analyses that help senior leaders understand investment performance, emerging issues, and business implications.

Lead, coach, and develop team members, fostering accountability, collaboration, technical excellence, and continuous learning.

Coordinate investment-related audit activities and build strong, productive relationships with external auditors and internal stakeholders.

Assess and implement new or amended accounting standards and advise on the financial reporting implications of significant or complex investment transactions.

Partner with investment teams and Finance colleagues, including management control and accounting research, to integrate investment results into enterprise-wide reporting.

Drive the modernization, automation, and centralization of investment financial information, controls, and reporting processes.

Champion a strong control environment and identify opportunities to improve quality, efficiency, scalability, and the user experience.

Represent the function on strategic, regulatory, and cross-functional initiatives, influencing outcomes and supporting successful delivery.

What You Bring

CPA designation is required; CFA designation considered an asset.

Minimum 7 years experience in financial reporting, financial analysis, investment accounting, or a related field.

Minimum 2 years experience leading direct reports, including performance management, coaching, and career development – is required.

Experience with investment products, regulatory reporting, complex accounting matters, data transformation, automation, or reporting modernization.

Strong knowledge of financial reporting processes and the design and operation of key controls.

Excellent analytical, judgment, and problem-solving skills, with the ability to translate complex matters into clear recommendations.

Demonstrated ability to manage multiple priorities, work independently, and deliver high-quality results in a dynamic environment.

Strong communication, collaboration, and negotiation skills, with the ability to persuade, influence, and motivate stakeholders across a broad range of functions and experience levels.

Bilingualism in French and English is required to interact regularly with French- and English-speaking colleagues across Canada, U.S., U.K. and Europe.

What Success Looks Like

You will be successful in this role by building trusted partnerships, developing a strong and engaged team, delivering consistently reliable financial information, and moving the investment finance function toward more integrated, automated, and decision-useful reporting.

#LI-Hybrid

Il s'agit d'un nouveau rôle au sein de notre équipe en pleine croissance | This role is a new member of our growing team.

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.

Please note that Intact does not provide sponsorship or other support for immigration-related matters including but not limited to employer-specific closed work permits. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.