Current Opportunities (Hero)

Current opportunities

Financial Data Analyst

Financial Data Analyst — Business Planning & Performance

As part of our Business Planning & Performance team, the Financial Data Analyst assists with the annual plan, forecasts and long-term planning initiatives. This includes P&L statements, revenue models, capital and project planning, sales and margin analysis. This position plays a key in the performance analysis of our customer base.


What does the role entail?

  • Manage the creation, automation and continuous improvement of reports for various audiences including Senior Management and Board of Directors

  • Use a variety of analytical tools including Excel, VBA and SQL for data manipulation, analysis and reporting purposes to derive actionable insights that drive business KPIs

  • Ensure a high level of data integrity and ensure data quality and accuracy by building checks and reconciliations.

  • Maintain and continuously develop business planning database, document the development and usage and work across business units to refine the database and create customized reports.

  • Assists with monthly reporting, forecasting and analysis of the AUA and AUM, and with monthly reporting of variances to Plan and Last Year for both Distribution and Counsel

  • Assists with the monthly reporting of spending versus plan and proper forecasting of changes to plan

  • Provides Financial and Dashboard Reporting

  • Improves and/or develops models that support the planning process and are easy to use and update

  • Works on validation of non-financial data loaded in SAP BW data structures, builds BEx queries and SAP BO reports to support sales performance reporting and business analytics for various audiences

  • Supports strategic projects that are outside the day to day responsibilities as required:

    • Track performance of strategic initiatives against business case at the implementation phase

    • Ad hoc analysis as directed by business requirements and executive management

What are the qualifications?

  • Proficient in Excel, VBA, SQL, (SAS & Python an asset)

  • Good knowledge of Data visualization tools an asset

  • CPA or CMA designation preferred

  • Knowledge of the business: Maintains financial models for budgeting, forecasting and business analyses

  • Minimum two years working experience contributing in a Business Planning/Reporting role

What traits and competencies should you possess?

  • Excellent interpersonal, written and verbal communication skills

  • Excellent skill of abstraction; ability to decompose a problem and understand the end user when designing reports incorporating actionable items

  • Ability to use sound judgment when preparing reports and analysis

  • Genuine interest and passion for working with numbers 

  • Exceptional capability of meeting deadlines and prioritizing workloads

  • Strong attention to detail