Senior Analytics & Reporting Lead for Sales Insights

Jobtailor; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Sun Life Financial in Toronto seeks a senior analytics and reporting lead to support the Insurance Distribution team, developing advanced analytics, dashboards, and data-driven insights to inform sales strategies. You will partner with Sales and internal teams to ensure data accuracy and actionable insights across regions.

You will drive end-to-end reporting programs, govern data quality, and mentor others in SQL, Python, Tableau, and advanced Excel techniques to enable strategic decisions and

Qualifications

• Proven ability to balance multiple analytics projects with competing deadlines.
• Experience interpreting data and presenting findings to senior leaders.
• Strong data governance and stakeholder management skills.

Responsibilities

• Support analytics and reporting needs for Sun Life’s Insurance Distribution team.
• Maintain business reporting by working with the Sales team and internal partners.
• Review data to generate value for a variety of functions.
• Develop enhanced analytics and reporting.
• Manage ongoing data and reporting needs.
• Create innovative and effective methods of analyzing data to provide business insights.
• Monitor and resolve production data and platform issues.
• Investigate and reconcile reporting issues while ensuring minimal disruption to sales teams.
• Manage the annual sales target-setting process with internal stakeholders.
• Update and maintain regional and advisor alignment daily, weekly, monthly and quarterly.
• Develop and maintain internal relationships to facilitate issue resolution and enhance reporting and analytics.
• Lead end-to-end project and change management activities, including planning, scheduling, governance, execution, post-implementation communication and monitoring.
• Capture stakeholder impacts, coordinate end-user training and communications.
• Lead business-user activities and training for new or improved analytics, reporting and technologies.
• Facilitate requirements-gathering sessions and develop business requirements and enhancement planning.
• Evaluate business processes, anticipate requirements, identify improvement areas, and implement solutions.
• Handle ad hoc reporting requests, analyze data, and present findings to leaders at various levels.

Skills

Data Modeling

Process Improvement

SQL

Python

R

Tableau

Analytics Reporting

Data Visualization

Statistical Analysis

Business Requirements Gathering

Organizational Skills

Detail Oriented

Persuasive Communication

Problem Solving

Workshop Facilitation

Education

University degree in Business, Finance, Math/Statistics, Computer Science or an analytics-related discipline, or 5+ years of relevant experience

Tools

MS Excel

MS PowerPoint

MS Project

MS Visio

Wrike

Job description

Sun Life Financial in Toronto seeks a senior analytics and reporting lead to support the Insurance Distribution team, developing advanced analytics, dashboards, and data-driven insights to inform sales strategies. You will partner with Sales and internal teams to ensure data accuracy and actionable insights across regions.

You will drive end-to-end reporting programs, govern data quality, and mentor others in SQL, Python, Tableau, and advanced Excel techniques to enable strategic decisions and