Senior Analyst, Expense Allocation Governance

What you’ll do here:

Expense allocation and financial controls

Act as the Senior Analyst for Intact Canada’s expense allocation (systems-focused finance team), including expense allocation logic by cost center.

Collaborate with regional finance teams to ensure the accuracy of month-end and budget allocations, and act as a resource person (sharing best practices, support) for U.S. and U.K. teams, as needed.

Validate allocations, maintain a strong internal control environment, and complete documentation (processes, controls, supporting documentation).

Contribute to the implementation of new or revised accounting standards and act as a point of contact for internal and external auditors (depending on project scope).

Tools, data and operational efficiency (Oracle EPM/EPCM)

Be responsible for the allocation tool: maintain and enhance the Oracle EPCM/EPM tool (including entering and updating allocation rules, continuous process improvement, and governance).

Ensure smooth, reliable data flow during the budgeting cycle between Finance, Actuarial, and stakeholders.

Work with large data volumes: advanced manipulation and analysis in Excel (essential), with exposure to Power BI and/or SQL (assets).

Business analysis and stakeholder engagement

Serve as the link between business teams, IT, users, and leadership.

Facilitate meetings: plan and lead workshops, guide discussions, and document decisions.

Gather, structure, and document requirements (interviews, workshops), then turn information into practical recommendations (including challenging requests and proposing options).

Prepare and deliver presentations (committees, stakeholders, project teams) and work closely with the team.

Projects, change and quality assurance

Participate in projects (evolution of allocation models, control improvements, rule and tool changes) and coordinate certain workstreams.

Plan and coordinate initiatives related to organizational change (impacts, communications, adoption).

Support quality assurance: prepare, plan, and execute testing, including requirements traceability and change governance.

What you bring to the table:

Required experience with Oracle EPCM or Oracle EPM (e.g., EPBCS and Smart View) in a planning, allocation, and rules context.

Minimum 5 years of relevant experience in functional analysis / business analysis and process improvement.

Demonstrated experience in requirements gathering, documentation, governance, and controls (traceability, approvals, change management).

Advanced Excel (modelling, validations, controls, analysis) and comfort working with large data volumes.

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

Key assets

Knowledge of the insurance industry.

Power BI and/or SQL.

CPA (an asset) or relevant experience in accounting systems / actuarial.

Key skills

Strong analytical and problem-solving skills; solutions-oriented approach.

Excellent prioritization and ability to manage multiple initiatives simultaneously.

Very strong communication skills (written and verbal) and interpersonal skills.

Autonomy, proactivity, and team spirit.

#LI-Hybrid

Il s'agit d'un nouveau rôle au sein de notre équipe en pleine 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.