Senior Analyst – Expense Apportionment and Allocations (Oracle EPM/EPCM)

Intact Financial Corporation; Montreal (administrative region); Hybrid; CAD 94,000 - 115,000; Full time

Job summary

Intact Financial Corporation seeks a Senior Analyst for expense allocation in Canada. You will manage allocation logic, collaborate with regional teams, and ensure strong internal controls within Oracle EPCM/EPM.

Responsibilities include data quality, budgeting support, and cross‑functional engagement with IT, Finance, and stakeholders. Strong Excel, Power BI/SQL skills and a proactive, autonomous approach are essential.

Qualifications

• Experience with Oracle EPCM or Oracle EPM in planning, allocation, and rules context.
• Minimum 5 years in functional/business analysis and process improvement.
• Experience in requirements gathering, governance, and controls with traceability.
• Advanced Excel modelling and large data volumes handling.
• Eligible to work in Canada; bilingual in Quebec is a plus.

Responsibilities

• Lead expense allocation and financial controls for Intact Canada’s systems-focused finance team.
• Collaborate with regional finance teams and support U.S. and U.K. groups as needed.
• Validate allocations, maintain controls, and document processes and rules.
• Support new accounting standards and act as a liaison for auditors.
• Maintain and enhance Oracle EPCM/EPM tools and allocation rules.
• Ensure reliable data flow during budgeting between Finance, Actuarial, and stakeholders.
• Work with large data volumes in Excel; leverage Power BI/SQL where applicable.
• Lead meetings, gather requirements, and translate into practical solutions.
• Participate in projects and change initiatives; assist with testing and governance.

Skills

Oracle EPCM/EPM

Advanced Excel

Analytical thinking

Communication skills

Autonomy & proactivity

Team collaboration

Tools

Oracle EPCM

Power BI

SQL

Smart View

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): 94,200 - 115,200 Annual bonus target, based on the base salary, with a potential payout of up to double the target (subject to personal and company performance): 12% 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

What you’ll do here:

• Expense allocation and financial controls
• Act as the Senior Analyst for Intact Canada’s expense allocation (systems-focused finance team), including expense allocation logic by cost center.
• Collaborate with regional finance teams to ensure the accuracy of month-end and budget allocations, and act as a resource person (sharing best practices, support) for U.S. and U.K. teams, as needed.
• Validate allocations, maintain a strong internal control environment, and complete documentation (processes, controls, supporting documentation).
• Contribute to the implementation of new or revised accounting standards and act as a point of contact for internal and external auditors (depending on project scope).
• Tools, data and operational efficiency (Oracle EPM/EPCM) Be responsible for the allocation tool: maintain and enhance the Oracle EPCM/EPM tool (including entering and updating allocation rules, continuous process improvement, and governance).
• Ensure smooth, reliable data flow during the budgeting cycle between Finance, Actuarial, and stakeholders.
• Work with large data volumes: advanced manipulation and analysis in Excel (essential), with exposure to Power BI and/or SQL (assets).
• Business analysis and stakeholder engagement Serve as the link between business teams, IT, users, and leadership.
• Facilitate meetings: plan and lead workshops, guide discussions, and document decisions.
• Gather, structure, and document requirements (interviews, workshops), then turn information into practical recommendations (including challenging requests and proposing options).
• Prepare and deliver presentations (committees, stakeholders, project teams) and work closely with the team.
• Projects, change and quality assurance Participate in projects (evolution of allocation models, control improvements, rule and tool changes) and coordinate certain workstreams.
• Plan and coordinate initiatives related to organizational change (impacts, communications, adoption).
• Support quality assurance: prepare, plan, and execute testing, including requirements traceability and change governance.

What you bring to the table:

• Required experience with Oracle EPCM or Oracle EPM (e.g., EPBCS and Smart View) in a planning, allocation, and rules context.
• Minimum 5 years of relevant experience in functional analysis / business analysis and process improvement.
• Demonstrated experience in requirements gathering, documentation, governance, and controls (traceability, approvals, change management).
• Advanced Excel (modelling, validations, controls, analysis) and comfort working with large data volumes.
• No Canadian work experience required however must be eligible to work in Canada.
• For candidates located in Quebec, bilingualism is required considering the necessity to interact on a regular basis with English-speaking colleagues across the country.

Key assets

• Knowledge of the insurance industry.
• Power BI and/or SQL.
• CPA (an asset) or relevant experience in accounting systems / actuarial.

Key skills

• Strong analytical and problem-solving skills; solutions-oriented approach.
• Excellent prioritization and ability to manage multiple initiatives simultaneously.
• Very strong communication skills (written and verbal) and interpersonal skills.
• Autonomy, proactivity, and team spirit.

#LI-Hybrid

Ce poste jouera un rôle essentiel au sein de notre équipe. | This position will fill an essential role in our team.

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.

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.