Business Advisor Specialist (Finance and Data Transformation)

Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times.

Our employee promise represents Intact’s commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with us.

About the role

We’re looking for a Business Advisor Specialist to join our growing team!  

As a data driven Business Advisor Specialist you will play an important role in enhancing our business process and operational effectiveness. In this dynamic role, you'll collaborate closely with Finance, IT finance and upstream teams on projects or transformation initiatives to improve performance and set up our finance team for world class success.  

We're looking for an expert and an excellent communicator who excels at transforming complexity into compelling stories and strategic recommendations. Use your analytical prowess and creative thinking to influence key business decisions and drive our organization's success.

What you'll do here:  

• 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.

What you bring to the table:  

• 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

#LI-Hybrid

What we offer
 

Our hybrid work model provides the balance between working from home and enjoying meaningful in-person interactions.

Working here means you'll be empowered to be and do your best every day. Here is some of what you can expect as a permanent member of our team:

• 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. And how you contribute to your community should be just as unique.

We are an equal opportunity employer

At Intact, our Value of respect is founded on seeing diversity as a strength. We strive to create an accessible workplace where employees feel valued, included and encouraged to share their unique perspectives.

We encourage applications from individuals who are members of equity-deserving groups, including but not limited to women, Indigenous peoples, persons with disabilities, Black people, and members of the 2SLGBTQI+ community.

As part of Intact’s commitment to reconciliation, we acknowledge that we work, meet and travel across the land currently called Canada, originally inhabited by First Nations, Metis and Inuit people. This history extends through many centuries and continues to evolve today.

We have policies to ensure equal access and participation for people with disabilities, including providing workplace adjustments (accommodations). A copy of applicable policies is available on request.

If we can provide a specific adjustment to make the recruitment process more accessible for you, please let us know when we reach out about a job opportunity. We’ll work with you to meet your needs.

Learn more about our recruitment process and your candidate journey here.

If you are an employee of Intact or belairdirect, please apply for this role on Internal Career Site.