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Intact (intactfc.com)

Product Owner - Workiva & Oracle EPM Freeform/Planning

Posted Yesterday
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In-Office
2 Locations
Senior level
In-Office
2 Locations
Senior level
Serve as Product Owner and primary administrator for Workiva; manage implementation, governance, change control and audits. Mentor and support Oracle EPM Cloud (Freeform/Planning) maintenance, refine business rules, improve reporting automation, and ensure NI 52-109 compliance while training finance stakeholders.
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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.

Pay at Intact is about much more than just salary.

  • 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)

Salary range (but not limited to):

94,200 - 115,200

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%

As part of our commitment to Win As A Team, we share our success with employees through our annual bonus plan and Employee Share Purchase Plan (ESPP) – with Intact matching 50% of your net shares.

Our pension offerings provide flexibility and long-term security for our employees beyond their careers. We are one of the few companies offering the opportunity to receive guaranteed income for life via our defined benefit pension plan.

Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, etc. The salary range presented above is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well.

About the role

Reporting to the FT&S Cloud Finance Manager, the Product Owner (PO) is responsible for the effective implementation, integration, and management of Intact’s newly deployed Workiva platform.

This role is crucial for ensuring smooth last mile reporting. It involves partnering closely with Consolidation, MD&A, Corporate finance, internal and external audit teams to ensure financial reporting and compliance processes are efficient controlled and scalable with the strategic objectives of the organisation.

In addition, the PO will play a role as subject matter expert a hands-on mentor and to our Financial Analyst who is maintaining our Oracle EPM Cloud solution Freeform used for our Management Statements reporting.
 

What you'll do here:

Workiva Platform Ownership and Governance

Implementation & Configuration

  • Serve as primary administrator and product owner for Workiva, championing adoption, change management and value delivery.

  • Collaborate with stakeholders to gather requirements and translate them into system configurations.

  • Develop and implement best practices.

System Maintenance & Support

  • Configure and maintain Workiva workspaces, roles/permissions, Wdata, and connector.

  • Lead change/release management; maintain solution design and process documentation.

  • Proactively propose enhancements and new designs to improve user experience, automation and reporting reliability.

  • Maintain access controls and segregation of duties; ensure audit-ready configurations supporting NI 52-109 (Operational and IT) and insurance regulatory frameworks.

  • Support Finance users with training and sharing functionalities and capabilities in the usage of the application.

  • Collaborate with internal and external auditors on the processes and control design, evidence and remediation activities carried out on the application.

Subject Matter Expert EPM Freeform

  • Support our Functional Analyst in the maintenance, configuration and change requests of Freeform dimension and hierarchies for Management Statements.

  • Review, refine business rules/calculations, mentor our Functional analyst in the capabilities and functionalities of Freeform application.

  • Analyze current financial processes and identify areas for improvement or automation.

  • Support our Reporting team who builds and maintains reports based out of Freeform architecture.

  • Develop and refine control protocols for financial systems and data to ensure continuous compliance and efficiency.

  • Facilitate collaboration with the 52-109 compliance program and work with internal and external auditors to ensure alignment and compliance.

  • Support our Reporting team who builds and maintains reports based out of Freeform architecture.

What you bring to the table:

Qualifications

  • Bachelor’s degree or certification in Business, Accounting, Finance, Information Technology or any equivalent combination of education and experience.

  • A CPA designation, master’s degree or relevant certifications (e.g. Workiva, Oracle Certified Professional) are a plus.

Experience

  • 5+ years of relevant professional experience in financial systems and accounting principles including hands-on platform administration or product ownership.

  • Workiva experience is a must; ability to lead adoption and training is a great asset.

  • Oracle EPM Cloud applications (Planning/Freeform) is a significant asset: metadata/dimensions, business rules, SmartView, security.

  • Experience with different finance reports models is a plus.

Skills

  • Excellent skills to communicate and present with the ability to interact with both technical and Finance stakeholders.

  • Strong grasp of finance concepts (close, consolidation, MD&A, reconciliations, Management Statements) and controls (NI 52-109).

  • Understands business and systems processes, as well as master the different data flows.

  • Analytical, pragmatic problem-solver with a bias for documentation, standards, and scalable design.

  • Growth mindset: proactive self-learning, knowledge sharing, and continuous improvement.

  • Positive attitude and team-first approach; fosters a supportive, high-trust learning environment.

  • For candidates located in Quebec, bilingualism is required considering the necessity to interact on a regular basis with English-speaking colleagues across the country. 

  • No Canadian work experience required however must be eligible to work in Canada.

#LI-Hybrid

Il s'agit d'un nouveau rôle au sein de notre équipe en plein croissance | This role is a new member of our growing team.


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.

Please note that Intact does not provide sponsorship or other support for immigration-related matters including but not limited to employer-specific closed work permits. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.

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

Top Skills

Workiva,Wdata,Workiva Connector,Oracle Epm Cloud,Oracle Epm Freeform,Oracle Planning,Smartview

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