Senior Financial Analyst

Intact

. Support Prioritization and Funding Review and budgeting by collecting monthly requests, challenging items, and aligning financial impacts with Finance .

Posted 9/28/2026full-timeMontréal • CanadaSenior💰 CA$94,200 - CA$115,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, budgeting, and reporting, with a strong focus on technology investment portfolios and financial modeling. Proficient in developing executive presentations and collaborating with cross-functional teams to drive financial performance and strategic decision-making.

Highest-signal resume keywords

Financial AnalysisBudgetingExcel Financial ModelingPower BI/Tableau ReportingCPA Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudgetingCost EstimationFinancial ReportingCapex vs Opex UnderstandingROI/NPV/Payback ModelingScenario AnalysisSensitivity TablesBenefit QuantificationPortfolio Financial Processes

Soft Skills

Excellent CommunicationStrong Analytical SkillsAttention to DetailOrganizational SkillsProactive Problem-Solving

Tools & Technologies

ExcelPower BITableauFinancial Management Tools

Certifications & Qualifications

Bachelor’s Degree in FinanceCPA Designation or Progress Toward CPA

Industry Keywords

FP&AFinancial PerformanceTechnology Investment PortfoliosFinancial StandardsAudit-Ready Documentation

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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