Intact

Business Advisor Specialist – Finance, Data Transformation

Intact

full-time

Posted on:

Location Type: Hybrid

Location: Montreal • 🇨🇦 Canada

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Job Level

SeniorLead

Tech Stack

ERPETLRDBMS

About the role

  • Act as a bridge between finance and technology maintaining a clear communication channels between finance and technical teams, ensuring alignment and understanding.
  • Develop an expert understanding of our Event Based Process Flows (EBPFs) which visually maps out the journey of a business process into an accounting event, and finally into a journal entry; and understanding of Cash Flow Master File (CFMF) which is data flow traceability matrix, maps data journey from inception to target which is a journal entry
  • Develop an expert understanding of our chart of accounts, internal and external financial reporting requirements, and ERP system.
  • Analyze business and operational challenges, conducting independent and comprehensive analysis of finance processes and data, and recommend data-driven solutions to business leaders to enhance performance and effectiveness.
  • Collaborate with finance stakeholders to understand and document business requirements related to finance systems and processes.
  • Conduct workshops and interviews to extract detailed requirements and identify opportunities for process improvement.
  • Combine and analyze elements from various sources to identify trends, surface root causes of problems, and document information in various ways to uncover issues and potential solutions: process maps, fit/gap analysis, impact analysis, discovery/exploratory analysis, etc.
  • Challenge the status quo and recommend improvements.
  • Ensure finance requirements are well understood by technical teams throughout the project lifecycle.
  • Create and present clear, concise, and persuasive narratives tailored to diverse audiences, including executive leadership, to ensure effective communication of complex insights.
  • Lead projects with stakeholders to enhance efficiency and address operational challenges , while supporting the business in effective execution and change management.
  • Become a recognized as a subject matter expert in own discipline.
  • Lead the development of the test strategies ensuring that risks are covered following systems changes, decommissioning, enhancements, new design, etc.
  • Implement quality assurance and ensure compliance with IPE/EUC controls within your scope.
  • Perform or support users’ acceptance testing and document UAT reports.
  • Provides coaching and reviews work of lower-level professionals.

Requirements

  • Minimum of 8 years of experience as a Business Advisor Specialist in the finance and IT fields
  • Bachelor’s degree in finance, Accounting, Information Systems, Business administration or equivalent combination of education and experience
  • MBA or master’s degree is an asset
  • CPA title is a great asset
  • Six sigma certification is an asset
  • Knowledge of P&C insurance industry and IFRS17 are strong assets
  • Good understanding of the accounting cycle / record to report
  • Strong analytical skills and proficiency with financial and business analysis tools (Office 365, Advanced Excel, PowerPoint, Visio., Power BI, Power Query) – This skill will be tested.
  • Communication: Strong experience in communicating technical analyses clearly
  • Experience with presenting complex information and expertise to senior leadership and executives
  • Competencies: adaptability, innovative, analytical, decision making, critical thinking, clear communication, planning and organizing, team oriented
  • Ability to plan and execute on projects
  • Self-driven, autonomous, and solution-oriented
  • Knowledge of Jira, Confluence, an ETL tool and a RDBMS is considered an asset.
  • No Canadian work experience required however must be eligible to work in Canada.
  • For candidates located in Quebec, bilingualism is required considering the necessity to interact on a regular basis with English-speaking colleagues across the country.
Benefits
  • 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
business analysisfinancial analysisdata analysisprocess improvementtest strategiesquality assuranceaccounting cyclerecord to reportdata-driven solutionsevent based process flows
Soft skills
communicationanalytical skillsadaptabilityinnovativedecision makingcritical thinkingplanning and organizingteam orientedself-drivensolution-oriented
Certifications
Bachelor's degreeMBACPASix Sigma certification