Senior Financial Analyst

Intact FC; Toronto; Hybrid; CAD 94,000 - 115,000; Full time

Benefits offered by this job

Hybrid work model

5 extra days off

Wellness program

Employee share plan

Pension with lifetime income

Telemedicine

Job summary

Intact is seeking a Senior Financial Analyst to own initiative-level budgeting, forecasting, and benefits realization reporting for the IT & Labs portfolio. You will collaborate with IT and Finance stakeholders to drive investment decisions and provide executive-ready insights.

The role requires 5+ years in FP&A with advanced Excel and Power BI/Tableau skills. A CPA path or designation is preferred, and a hybrid work model is offered within Canada.

Qualifications

• Bachelor’s degree in finance, accounting, business administration or equivalent.
• CPA designation or progress toward CPA preferred.
• 5+ years of FP&A/financial analysis experience, ideally with technology portfolios.
• Experience creating investment business cases, cost-benefit analyses, ROI/NPV modeling.
• Understanding of Capex vs Opex and how tech spend flows through statements.
• Advanced Excel modeling; Power BI/Tableau for dashboards.
• Ability to challenge assumptions and influence decisions with data.
• Excellent communication and presentation skills.
• Attention to detail and financial accuracy.
• Eligible to work in Canada ( Quebec bilingual note optional).

Responsibilities

• Lead budgeting, forecasting, and benefits realization reporting for IT & Labs.
• Provide cost estimation and track budgets, forecasts, and actuals.
• Develop executive-level financial reports and dashboards.
• Collaborate with IT stakeholders and business sponsors to drive investments.
• Standardize financial processes and improve reporting automation.
• Translate analyses into clear decisions and trade-offs for leadership.

Skills

FP&A

Financial analysis

Budgeting

Forecasting

Power BI

Excel modeling

Tableau

Communication

Presentation

ROI modeling

Education

Bachelor’s degree in finance or related

Tools

Power BI

Tableau

Excel

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

Our Senior Financial Analyst supports IT&Labs portfolio planning and governance by owning initiative‑level budgeting, forecasting, actuals tracking, variance analysis, and benefits realization reporting. This role enables data‑driven investment decisions through disciplined financial analysis, clear executive reporting, and strong partnership with IT and Finance stakeholders.

What you’ll do here:

• Support the PFR (Prioritization and funding review) and Budgeting:

  • Collect the various request monthly. Challenge each item and align with the finance team to ensure adequate financial impacts to the IT budget.
  • Prepare appropriate executive presentations in a timely manner.
  • Provide cost estimation support for new and ongoing projects.
  • Track and monitor project financial performance, including budgets, forecasts, and actuals.
  • Review and analyse resource planning and allocation to ensure alignment with financial objectives.

• Financial Analysis and Reporting:

  • Need to understand the portfolio movement and proactively bring visibility to financial challenges/recommendations.
  • Collaborate with the various IT stakeholders to manage initiative budgets.
  • Develop detailed financial reports and dashboards for stakeholders and leadership.
  • Analyze financial trends and variances, identifying risks and opportunities.

• Benefits and Risk and Compliance Management:

  • Define, assess, and track financial benefits tied to initiative execution with clear ownership, timing, and measurement approach.
  • Maintain audit‑ready supporting documentation for assumptions, approvals, and benefit calculations.
  • Lead benefits discussions and support documentation requirements as needed, including post‑implementation benefit tracking vs business case.

• Stakeholder Collaboration:

  • Partner with finance teams, project managers, and other stakeholders to ensure financial alignment.
  • Act as a liaison between IT stakeholders and business sponsors on various matters that are led by the IT&Labs group.
  • Communicate financial findings in a clear and actionable manner.
  • Act as a strategic finance partner to Finance, IT product owners, delivery leads, and business sponsors to drive investment decision‑making.
  • Translate financial analyses into clear decisions/trade‑offs (scope, timeline, funding, capacity) for senior leadership.

• Process and Tools Improvement:

  • Standardize and improve portfolio financial processes: business case templates, costing standards, benefit taxonomy, and forecasting cadence.
  • Improve automation and data quality in reporting (Excel / Power BI), and evaluate tooling to streamline forecasting and benefits tracking.
  • Enhance financial tracking processes and tools to improve accuracy and efficiency.
  • Evaluate and implement financial management tools to streamline reporting and analysis.
  • Support the IT & Labs team in defining and maintaining financial standards and templates.

What you bring to the table:

• Bachelor’s degree in finance, accounting, business administration or any combination of equivalent education and experience.

• CPA designation or progress toward CPA (preferred).

• 5+ years of experience in FP&A, financial analysis, or project/portfolio finance (ideally supporting technology investment portfolios).

• Demonstrated experience creating investment business cases / cost‑benefit analyses, including benefit quantification and ROI/NPV/payback modeling.

• Strong understanding of Capex vs Opex and how technology spend flows through financial statements.

• Advanced Excel financial modeling skills (scenario analysis, sensitivity tables, structured models); Power BI/Tableau for executive dashboards.

• Ability to challenge assumptions, simplify complex financial topics, and influence decisions with data.

• Strong analytical and problem‑solving skills with a financial focus.

• Experience with financial reporting tools (e.g., Power BI, Tableau).

• Excellent communication and presentation skills.

• High level of attention to detail and financial accuracy.

• Ability to interpret complex financial data and communicate insights effectively.

• Strong organizational skills with the ability to manage multiple tasks.

• A proactive approach to identifying and resolving financial issues.

• For candidates located in Quebec, bilingualism is required considering the necessity to interact on a regular basis with English‑speaking colleagues across the country.

• No Canadian work experience required however must be eligible to work in Canada.

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.