Financial Specialist, Private Investments (Sainte-Thérèse)

Financial Specialist, Private Investments (Sainte-Thérèse)

18 Aug
|
Intact
|
Sainte-Thérèse

18 Aug

Intact

Sainte-Thérèse

Contribute to Intact's financial success as a Financial Specialist in our hybrid model, focusing on private investments and strategic partnership development. This role is pivotal for advancing our distribution strategy.Intact is on the lookout for a Financial Specialist with extensive experience to bolster our Distribution Financial Strategy team. You will play a crucial part in analyzing financial opportunities, supporting broker goals, and ensuring alignment with our strategic vision. A CPA or CFA designation and over 8 years of related experience are essential.Key Responsibilities:Lead financial transaction executions and business valuationsDevelop and present dashboards detailing partner performanceAnalyze and review data to inform recommendationsFacilitate goal achievement for brokers and agentsSupport senior team members in project executionRequirements:A CPA or CFA with 8+ years in financeComprehensive knowledge of M&A and business transactionsExpertise in financial modeling and analysisStrong oral and written communication abilitiesAdept organizational skills for managing multiple projectsApply your financial expertise to drive growth at Intact in a agile investment role.#J-18808-Ljbffr

📌 Financial Specialist, Private Investments (Sainte-Thérèse)
🏢 Intact
📍 Sainte-Thérèse

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