Financial Specialist, Private Investments

🕒 May 22

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Intact

WebsiteLinkedInAll Job Openings

10,000+ employees

👥 HR Tech

Insurance • HR Tech

Intact is a company that offers a wide range of career opportunities across various domains such as sales, customer service, claims, technology, underwriting, actuarial, finance, legal, marketing, administration, operations, and human resources. It is committed to fostering a diverse and inclusive workplace where employees can thrive, make a difference, and grow their skills. Intact provides financial rewards, wellness benefits, and professional development opportunities to support its employees. The company emphasizes the importance of teamwork, innovation, and a transformative approach to insurance and related fields.

📋 Description

• Actively contribute to executing and advancing DFS’s financial transactions, including business valuation, the modelling of financial agreements, the drafting of relevant transactional memos to obtain necessary approvals, and follow up on the drafting of relevant legal documents. • Complete, present and monitor dashboards showing the business performance of these partners and their alignment with their strategic planning. • Collect, review and analyze information to support development initiatives and propose recommendations. • Support brokers and agents in setting their strategic, financial and operational goals, focusing on performance, growth and profitability indicators. • Support team members in the execution of special projects and in their day-to-day responsibilities. • Analyze other investment opportunities in businesses that are part of the property and casualty insurance ecosystem.

🎯 Requirements

• A relevant CPA or CFA designation, or an equivalent combination of education and experience. • More than 8 years of relevant experience and a track record of successfully using your financial expertise for business development. • In-depth knowledge of business transactions, M&A, financing, business valuation. • Extensive experience in financial analysis combined with general legal knowledge and an understanding of the main tax concepts for companies and individuals. • Proficiency with the Microsoft Office suite and strong financial modelling skills (Excel and Power BI). • Good organizational skills, ability to prioritize your work and manage several files at once. • Bilingualism is required considering the necessity to interact on a regular basis with English-speaking colleagues across the country if located in Quebec.

🏖️ Benefits

• 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)