Senior Financial Specialist, Financial Planning

Intact Financial Corporation; Montreal; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

An established industry player seeks a Senior Financial Specialist to oversee the Marketing department's budgets. This role involves creating comprehensive budgets, forecasting financial performance, and identifying cost-saving opportunities. The ideal candidate will thrive in a fast-paced environment, manage stakeholder relationships, and demonstrate strong analytical and communication skills. Join a dynamic workplace that values diversity and offers a hybrid work model, enabling you to balance remote work with meaningful in-person interactions. This is an exciting opportunity to contribute to an organization dedicated to employee growth and community impact.

Benefits

Financial rewards program

Employee Share Purchase Plan

Flexible work arrangements

Extra days off

Annual wellness account

Access to mental health resources

Learning and development opportunities

Inclusive employee-led networks

Community Impact program

Qualifications

• 5-7 years of experience in budget analysis or financial planning.
• Proven ability to manage stakeholders without direct authority.
• Strong analytical skills with attention to detail.

Responsibilities

• Create and manage the operations budget for the marketing department.
• Conduct regular forecasting and track expenditures against the budget.
• Identify and implement cost-saving opportunities.

Skills

Budget Analysis

Financial Planning

Stakeholder Management

Analytical Skills

Communication Skills

Organizational Skills

Proactive Mindset

Bilingualism (French/English)

Education

Bachelor's degree in Finance

Master's degree or CPA/CFA

Tools

Office Suite

Oracle Procurement

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.

About the role

We are looking for a Senior Financial Specialist, Financial Planning to play a critical role in tracking, updating, and managing the budgets of the entire Marketing department. This individual will provide timely status updates, create detailed forecasts, identify potential risks and issues, and ensure that marketing leads maintain precise control over their expenses. The ideal candidate will be proactive, able to think independently, and capable of taking initiative in a fast-paced environment with conflicting priorities.

Key Responsibilities:

• Develop and Manage Operations Budget: Create a comprehensive operations budget that accurately reflects the financial needs and goals of the operations department. This includes gathering input from various departments, analyzing historical data, and considering future business projections.
• Forecasting and Tracking Expenditures: Conduct regular forecasting to predict financial performance and track actual expenditures against the budget. Ensure that financial resources are allocated efficiently and that any variances are promptly addressed.
• Identify Cost-Saving Opportunities: Continuously analyze operational processes and expenses to identify areas where costs can be reduced without compromising quality or efficiency. Develop and implement strategies to achieve these cost savings.
• Implement Measures to Reduce Operational Costs: Work with various teams to execute cost-saving initiatives, such as process improvements, renegotiating contracts, and optimizing resource utilization.
• Assist Marketing leads in tracking their expenses and ensuring compliance with budgetary constraints.
• Support the annual planning process by providing accurate and timely financial data.
• Navigate the complexities of a large corporation.
• Manage stakeholders across departmental boundaries and with conflicting priorities.
• Maintain discretion in handling sensitive information.

Your Skills and Experience

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field. A Master's degree or relevant certification (e.g., CPA, CFA) is a plus.
• Minimum of 5-7 years of experience in budget analysis, financial planning, or a related field, preferably within a large corporation.
• Proven ability to manage and influence stakeholders without direct authority.
• Strong analytical skills with a keen eye for detail.
• Excellent communication and interpersonal skills.
• High level of discretion and trustworthiness in handling confidential information.
• Proactive mindset with the ability to think critically and take initiative.
• Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
• Proficiency in financial management and operations management software and tools.
• Advanced Knowledge of Office Suite, Oracle Procurement.
• Experience with financial forecasting and modeling.
• Familiarity with marketing operations and budgets is a plus.
• For candidates located in Quebec, bilingualism is required considering the necessity to interact on a regular basis with English-speaking colleagues across the country.

#LI-Hybrid

What we offer

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

• 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.