Operational Efficiency Analyst

Equitable; Southwestern Ontario; Hybrid; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Career growth

Total rewards

Vacation + volunteer day

Dress for your day

Job summary

Equitable in Ontario seeks an Operational Efficiency Analyst to lead process redesign, automation and data-driven improvements for client and partner experiences. You will use Lean Six Sigma and Power Platform tools to map current and future state processes, collaborating with Operations and leadership to realize measurable benefits.

The role is hybrid with office days in Waterloo, Ontario, and involves change management, reporting development, and cross-functional coordination to modernize

Qualifications

• 3-5 years of experience with process redesign initiatives using formal methodologies
• University degree in Finance, CS, Data Management, Business Administration, Mathematics or equivalent
• 3+ years of quantitative data analysis and data management techniques (insurance preferred)
• Knowledge of project management lifecycle and change management principles
• Ability to apply analysis and reengineering methods to improve processesthrough simplification and automation
• Proven ability to manage stakeholder relationships from executives to individual contributors
• Proactive, strategic thinker prioritizing business needs and complexity of changes
• Lean Six Sigma Green Belt certified with pursuit of Black Belt
• Proficient in Visio or similar process mapping tools
• Strong experience developing solutions with Microsoft Power Platform (Power BI, PowerApps, Flow)

Responsibilities

• Identify, own, and implement initiatives to improve operational processes and realize benefits
• Consult with management on business needs and opportunities with recommended process improvements
• Analyze processes and propose transformations via automation and digitization using Visio maps
• Develop and implement change management plans for redesign initiatives
• Coordinate with stakeholders to map and design new processes and procedures
• Define requirements for changes ensuring client needs drive solutions
• Collaborate with Operations for successful implementation of new processes
• Analyze operational data to identify opportunities for improvement
• Own end-to-end process redesign initiatives from opportunity to implementation
• Apply reengineering methodologies to modernize projects
• Develop and execute redesign plans and coach teams through change
• Provide regular leadership updates on status and savings
• Build dashboards and reporting tools to support operations

Skills

Lean Six Sigma Green Belt

Visio

Power BI

Power Platform

Data analysis

Stakeholder mgmt

Change management

Process mapping

Education

University degree in Finance, Computer Science, Data Management, Business Administration, Mathematics

Tools

Visio

Power BI

PowerApps

Flow

Job description

The Opportunity:

At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way. If you're looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged we’d love to connect. As an Operational Efficiency Analyst, you will lead strategic initiatives to enhance client and partner experiences by redesigning processes, improving reporting, and delivering data-driven insights. You’ll apply methodologies like Lean Six Sigma to identify opportunities, implement solutions, and drive measurable improvements in operational performance. This role plays a key part in modernizing systems and supporting business leaders with impactful analytics and process transformation.

Join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024 and be part of something that matters.

Work Arrangements:

This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.

What you’ll do:

• Identify, own, and implement initiatives that improve operational processes, sometimes from initial opportunity identification through to sustained benefits realization to increase quality and client value
• Consult with management on business needs, opportunities, and operational effectiveness, with recommended solutions for process improvements
• Conduct in-depth process analysis and propose how existing processes can be transformed through automation and digitization, leveraging Microsoft Visio to map both current and future state processes
• Develop and implement the change management plan as part of process redesign initiatives
• Consults and coordinates with stakeholders to design and map business processes and procedures
• Defines requirements for new or enhanced process changes, ensuring client needs are central to design solutions
• Work in partnership with Operations to ensure successful implementation of improved or new processes and procedures
• Perform analysis of operational data insights and identify potential opportunities for operational improvements
• Own all aspects of process redesign initiatives – from opportunity identification to creation of new processes and implementation
• Apply process analysis, improvement, and reengineering methodologies and principles to create a strategy and plan for modernization projects
• Develop and execute process redesign implementation plans, leading and coaching business teams through implementation to ensure strong change management
• Provide regular updates to leadership on the status of initiatives and quantified savings achieved
• Build and implement tools (i.e. dashboards and reporting) to support the operational processes

What you’ll bring:

• 3-5 years of experience with process redesign initiatives, using formal process improvement methodologies
• University degree in Finance, Computer Science, Data Management, Business Administration, Mathematics, or related field, or equivalent combination of education and work experience
• 3+ years of demonstrated quantitative analysis, data management techniques, data engineering techniques and processes, preferably in insurance
• Fundamental knowledge of the project management life cycle and change management principles for planning requirements, design, communication, implementation, and evaluation
• Demonstrated ability to apply process analysis, improvement, and reengineering methodologies and principles to identify and implement initiatives to improve operational processes through simplification and automation
• Proven ability to manage stakeholder relationships, from executives to individual contributors
• Strategic mindset with the ability to prioritize business needs and determine the complexity of the process change
• Lean Six Sigma Green Belt certification as a minimum, with commitment to work toward Black Belt certification
• Proficient in use of Visio or similar process mapping software applications
• Highly proficient in developing solutions with Microsoft Power Platform applications, including Power BI PowerApps, and Flow

What’s in it for you:

• Career Growth: Regular learning sessions and developmentopportunities
• Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pensionmatching
• Time Away: Competitive vacation plus one paid volunteer day each year
• Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach.

At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [e-mail]. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

Reports To: Manager, Operations Enablement Department: Individual Wealth Term: Permanent Full-Time