Financial Strategist

2 weeks ago

Montreal, Quebec, Canada Intact Financial Corporation Full time

About the Role

We are seeking a highly skilled Financial Specialist to join our Distribution Financial Strategy (DFS) team at Intact Financial Corporation. As a key member of our team, you will play a critical role in the governance, financial management, and development of our investment portfolio.

Key Responsibilities

  • Oversee the implementation and execution of the 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 DFS's 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 in the Intact network.
  • Help execute and advance DFS's financial transactions, including business valuation, negotiation of financial arrangements, and related legal documentation.
  • Monitor the private investment market for damage insurance in 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.

Requirements

  • 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.

What We Offer

  • 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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