Financial Analyst II

Intact FC • Montreal, QC

15d • Hybrid

About The Position

We are looking for a Financial Analyst II to join our national Broker Finance Compensation team. In this role, you will join a team of four analysts where you will focus on strengthening both the Contingent Profit Commissions and Other Commission programs. You will analyze broker profitability, translate large data sets into clear and concise presentations, and calculate varying broker payouts based on broker contracts. This is a great opportunity for someone who enjoys connecting the dots across data sources, improving how we calculate broker compensation and partnering with other teams within Broker Finance to drive results.

Requirements

• Post-secondary education in Finance, Accounting, Analytics, Mathematics, or a related field (Bachelor’s preferred).
• Minimum 3 years’ experience simplifying complex data into insights that guide decision-making.
• Advanced proficiency in Excel (VBA an asset).
• Experience working with databases and data tools (e.g., MS Access/SQL familiarity is an asset).
• Strong analytical, problem-solving, and attention-to-detail skills; able to manage competing priorities and deadlines.
• Clear, influential communicator (written and verbal) with the ability to tailor messages to different audiences.
• Collaborative, proactive, and comfortable working with ambiguity while improving processes and controls.
• Bilingualism required (French/English): this role involves regular communication with English and French speaking colleagues and partners across Canada.
• No work experience in Canada required, but must have authorization to work in Canada.

Nice To Haves

• Knowledge of the insurance industry and broker distribution is a strong asset.
• Professional designation (e.g., CFA, CPA) is an asset.
• VBA an asset.
• MS Access/SQL familiarity is an asset.

Responsibilities

• Assist with contingent profit calculations, extracting and validating data from Classic.
• Support other commission calculations such as broker portfolio transfers and growth bonuses.
• Extract, reconcile, validate, broker data across multiple systems/databases to ensure accurate in broker compensation.
• Review and analyze broker financial information (e.g., projections, budgets) and support ongoing monitoring.
• Perform daily/monthly reconciliations between systems and databases; strengthen controls that safeguard data integrity.
• Contribute to process improvements for reporting, budget review, and management reporting; help formalize light documentation.
• Collaborate with cross-functional partners (e.g., Finance leadership, business stakeholders, Compliance/Risk as needed) to implement new or evolving reporting objectives.
• Present insights clearly and concisely to diverse audiences, including senior leaders; support coaching/training for internal stakeholders.
• Participate in special projects and ad hoc analysis as required.

Benefits

• 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)
• Annual bonus target, based on the base salary, with a potential payout of up to double the target (subject to personal and company performance): 7.5%
• Employee Share Purchase Plan (ESPP) – with Intact matching 50% of your net shares.
• Opportunity to receive guaranteed income for life via our defined benefit pension plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level