Financial Planning & Analysis, Specialist

Intact FC • Montreal, QC

2d • Hybrid

About The Position

We’re looking for a Financial Planning & Analysis Specialist to join our growing team! As a Specialist, reporting to the Manager Group FP&A, your function will support strategic decision-making by providing financial insight and analysis on complete IFC P&L items. If you are detail-oriented, enjoy working on reporting, budgets, and forecasts, and are relentless about quality, this opportunity could be a great fit for you. This dynamic role requires a balance of strong numerical proficiency, excellent relationship-building skills, and solid business acumen. You must have outstanding organizational abilities to lead and produce simultaneous tasks and projects. In this role, you will prepare complex financial reports, forecasts, budgets, cost–benefit analyses, and other performance measurements and KPIs. You will support management in the preparation of information package for the quarterly earnings conference calls. The incumbent will streamline and enhance financial reporting processes and analysis tools / systems as well as lead various projects. In this role, you will also coach finance team members and supervise them on special projects.

Requirements

• Minimum 5-years experience in Budgeting, Forecasting & Reporting - is required.
• Bachelor’s degree in accounting, Finance or Mathematics – is required.
• Advanced proficiency in Excel and PowerPoint – is required
• Possess strategic thinking, strong analytical skills, and excellent organizational abilities.
• Communicate the results of analyses effectively by presenting them in a concise and accurate manner.
• Demonstrate autonomy, proactivity, and the ability to thrive in a fast-paced environment while managing multiple projects simultaneously.
• Capable of mentoring junior team members and providing oversight on tasks and responsibilities.
• For candidates located in Quebec, bilingualism is required considering the necessity to interact on a regular basis with English-speaking colleagues across the world

Nice To Haves

• CPA or CFA designation – is an asset.
• Power BI – is an asset.

Responsibilities

• Validate full P&L and ROE forecasts on a weekly basis for executives and provide comments.
• Analyze and understand actual financial results, key performance indicators (KPIs) and financial metrics in collaboration with other FP&A teams.
• Explain variances between actual performance and budget/forecasts.
• Support in the IFC plan process.
• Participate and lead various projects that may involve complex issues.
• Prepare regular financial reports and ad hoc financial analyses for the executive team.
• Contribute to the continuous improvement of processes and the development of new tools to achieve best in class FP&A practices
• Work closely with other departments to gather information and provide financial insights
• Make recommendations and suggestions to management based on your expertise
• Simplify, standardize, secure and increase controls of different work files

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): 12%
• Employee Share Purchase Plan (ESPP) – with Intact matching 50% of your net shares.
• Pension offerings provide flexibility and long-term security for our employees beyond their careers.
• Defined benefit pension plan

What This Job Offers

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