Financial Specialist
2 months ago
We are seeking a highly skilled Financial Specialist to join our Distribution Financial Strategy (DFS) team. As a key member of our team, you will be responsible for providing financial support to our brokerage network, ensuring a strong and sustainable business model.
Key Responsibilities- Oversee the implementation and execution of our portfolio's investment governance framework.
- Create and monitor investment and project performance reports.
- Analyze processes and tools, make recommendations, and implement improvements in the financial management of our investment portfolio.
- Collect, review, and analyze information to support transformation initiatives and optimize financial impacts.
- Contribute to the modelling, implementation, and monitoring of innovative projects for our strategic investment portfolio.
- Help execute and advance our financial transactions, including business valuation, negotiation of financial arrangements, and related legal documentation.
- Monitor the private investment market for damage insurance in Quebec, Canada, and elsewhere.
- Build lasting business relationships and work closely with internal partners from other sectors, as well as external partners.
- Support partners as needed in setting and following up on their strategic, financial, and operational goals by focusing on performance, growth, and profitability indicators.
- Support team members in the execution of special projects and in their day-to-day responsibilities.
- A relevant CPA (CA, CMA, CGA), CFA, or MBA designation, or any equivalent combination of education and experience.
- At least five years of relevant experience and a track record of successfully using your financial expertise in the areas of governance, process improvement, and business development.
- Experience in financial analysis combined with a working knowledge of legal, tax, and accounting concepts.
- Knowledge of business transactions, M&A, financing, and business valuation, an asset.
- Proficiency with the Microsoft Office suite and strong financial modelling skills.
- Ability to build sound business relationships (internal and external) using strong oral and written communication skills.
- Initiative, a desire to learn and understand, and a strong interest in working as part of a team.
- Good organizational skills, ability to prioritize your work, and manage several files at once.
- Entrepreneurship, creativity, and critical thinking skills.
- Customer- and results-driven, strong sense of ethics.
- For candidates located in Quebec, bilingualism is required considering the necessity to interact on a regular basis with English-speaking colleagues across the country.
- 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.
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