Client Financial Services Agent supporting Desjardins members and advisors. Providing personalized investment, financing, protection, and business development services.
About the role
- Senior Financial Analyst guiding Intact’s IT investment budgeting, forecasting, and benefits reporting. Driving data-informed funding decisions through financial analysis and executive dashboards.
Responsibilities
- Support Prioritization and Funding Review and budgeting by collecting monthly requests, challenging items, and aligning financial impacts with Finance
- Prepare executive presentations in a timely manner
- Provide cost estimation support for new and ongoing projects
- Track and monitor project budgets, forecasts, actuals, and financial performance
- Review resource planning and allocation for alignment with financial objectives
- Analyze portfolio movements and proactively identify financial challenges and recommendations
- Collaborate with IT stakeholders to manage initiative budgets
- Develop financial reports and dashboards for stakeholders and leadership
- Analyze financial trends and variances, identifying risks and opportunities
- Define, assess, and track financial benefits tied to initiative execution
- Maintain audit-ready documentation for assumptions, approvals, and benefit calculations
- Lead benefits discussions and track post-implementation benefits against business cases
- Partner with Finance teams, project managers, IT stakeholders, and business sponsors
- Act as liaison between IT stakeholders and business sponsors on IT&Labs matters
- Communicate financial findings clearly and actionably
- Translate financial analyses into scope, timeline, funding, and capacity trade-offs for senior leadership
- Standardize and improve portfolio financial processes, templates, costing standards, benefit taxonomy, and forecasting cadence
- Improve automation and data quality in Excel/Power BI reporting
- Evaluate and implement financial management tools to streamline reporting, forecasting, analysis, and benefits tracking
- Support the IT & Labs team in maintaining financial standards and templates
Requirements
- Bachelor’s degree in finance, accounting, business administration, or equivalent education and experience
- CPA designation or progress toward CPA preferred
- 5+ years of experience in FP&A, financial analysis, or project/portfolio finance
- Experience supporting technology investment portfolios ideally
- Experience creating investment business cases and cost-benefit analyses, including benefit quantification and ROI/NPV/payback modeling
- Strong understanding of Capex vs Opex and technology spend flows through financial statements
- Advanced Excel financial modeling skills, including scenario analysis, sensitivity tables, and structured models
- Power BI/Tableau experience for executive dashboards
- Experience with financial reporting tools such as Power BI and Tableau
- Strong analytical and problem-solving skills with a financial focus
- Excellent communication and presentation skills
- High attention to detail and financial accuracy
- Ability to interpret complex financial data and communicate insights effectively
- Strong organizational skills and ability to manage multiple tasks
- Proactive approach to identifying and resolving financial issues
- For candidates located in Quebec, bilingualism is required to interact regularly with English-speaking colleagues across Canada
- Must be eligible to work in Canada; no Canadian work experience required
- Must maintain work eligibility throughout employment
Benefits
- Flexible work arrangements and a hybrid work model
- Possibility to purchase up to 5 extra days off per year
- Multiple benefits supporting physical and mental wellbeing, including telemedicine and Wellness account
- Share plan and other savings: up to 12% of salary or more
- Annual bonus plan with target of 12% of base salary and potential payout of up to double the target, subject to personal and company performance
- Employee Share Purchase Plan (ESPP), with Intact matching 50% of net shares
- Defined benefit pension plan with opportunity for guaranteed income for life
- Workplace adjustments and accommodations for people with disabilities
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