Manager, Business Insights and Reporting

UST Logistical Systems; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

A leading financial institution based in Toronto seeks a Manager, Business Insights and Reporting for their Deposits team. This pivotal role, requiring over 5 years of experience in analytics within the financial services sector, involves translating data into strategic insights and collaborating across teams to achieve organizational goals. The successful candidate will demonstrate proficiency in SQL, SAS, Power BI, and other analytical tools.

Benefits

Three weeks of vacation + six flex days

Comprehensive benefit packages

Group Retirement Savings Plan (GRSP)

Employee Discounts

Education Assistance program

Qualifications

• Over 5 years of experience in analytics and reporting within the financial services industry.
• Proficiency in various data analytics tools and software.
• Strong organizational, time-management, and strategic thinking skills.

Responsibilities

• Responsible for analytics and reporting functions for Deposits.
• Conduct in-depth analysis to support Deposit initiatives.
• Create comprehensive reports and dashboards for key stakeholders.

Skills

Data analytics

Strategic thinking

Attention to detail

Customer service

Interpersonal skills

Education

Post-secondary degree or diploma in business management or finance

Tools

SQL

SAS

Power BI

Advanced Excel

R

Python

Job description

Come join Home Trust Company as a Manager, Business Insights and Reporting in our Deposits team!

Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential mortgage lending business, the Company also offers complementary lending services, as well as highly competitive deposit investment products, through Oaken Financial. Our culture has been shaped by the passion and integrity of our people. Home Trust is a private company.

FIRST THING – WHAT YOU NEED TO SUCCEED? We are looking for individuals who are dedicated, passionate, and driven to execute with excellence!

• Base salary, with yearly incentive performance bonus
• Three (3) weeks of vacation, an additional six (6) flex days (sick or personal) in addition to statutory holidays
• Comprehensive benefit packages, offered through Manulife
• Group Retirement Savings Plan (GRSP) up to 8% contribution program & employer match
• 1000 Employee Referral Program
• Employee Discounts; phone plans, gym membership, Toronto Bike Share and many retailer discounts offered through WorkPerks
• Education Assistance program

ABOUT THE ROLE :

This position will be the primary point of contact for all Deposits related analytics and reporting, including initiatives to improve the Deposits data model. This role requires a strategic thinker who can collaborate cross-functionally and deliver compelling and insightful reporting / modeling. The successful candidate will be responsible for the analytics and reporting functions for Deposits and will be expected to bring a high level of expertise and a proactive approach to analytics and reporting, ensuring that the deposits business is well-positioned to meet its strategic goals.

In addition :

• Translate team vision into actionable insights and plan using analytics, ensuring alignment with organizational goals and objectives.
• Conduct in-depth analysis of the deposits product and portfolio to support Deposit initiatives.
• Collaborate with cross-functional teams across Finance, Data & Technology, Deposit Operations, and Digital & Strategy to address business challenges and deliver analytical solutions.
• Establish and maintain best practices for data management and analytics processes, ensuring data accuracy, integrity, quality, and reliability.
• Oversee the collection, definition, and interpretation of datasets, ensuring the accuracy of data models, dashboards, and reports.
• Create comprehensive reports and dashboards, translating complex data into actionable insights for key stakeholders.
• Understand regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures and take appropriate action.
• Foster strong relationships with key stakeholders, peers and leaders across the organization to ensure effective stakeholder engagement and relationship building.
• Provides guidance and coaching to ensure that the department's processes are aligned to efficiently and effectively deliver on results.

WHAT WE REQUIRE :

• Authorized to work in Canada
• Post-secondary degree or diploma, preferably in business management, finance, or related field (university an asset)
• Over 5 years of experience in analytics and reporting within the financial services industry.
• Proficiency in data analytics tools and software such as SQL, SAS, Power BI, Advanced Excel.
• Ability to translate complex data into strategic insights for various audiences.
• R and Python are strong assets
• Knowledge of investment products
• Strong organizational, time-management, strategic thinking, research / analysis and attention to detail to source / interpret complex data and drive fact-based analysis.
• Strong customer service, interpersonal relationship building and listening skills.

PREREQUISITE : Maintain a positive supportive attitude, help to maintain an inclusive and supportive company culture!

Follow us on LinkedIn : Home Trust Company : My Company | LinkedIn

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