Senior Business Analyst, Business Initiatives

Sun Life Financial; Waterloo; Hybrid; CAD 78,000 - 128,000; Full time

Job summary

A prominent financial services company is seeking a Senior Business Analyst to bolster its Insurance Distribution team in Waterloo. The ideal candidate will be responsible for enhancing analytics and reporting, collaborating with varied stakeholders, and employing strong problem-solving skills to improve business processes. Offering a competitive salary range with flexible benefits, this role supports an environment that fosters professional growth and innovation.

Benefits

Flexible Benefits

Pension and stock programs

Best Workplace for Hybrid Work recognition

Qualifications

• 5+ years of relevant experience with increasing responsibilities.
• Strong analytical and facilitation skills.
• Ability to manage multiple priorities simultaneously.

Responsibilities

• Collaborate with internal partners for analytics and reporting.
• Ensure data accuracy and manage reporting needs.
• Lead project and change management activities.

Skills

Data analysis

Communication

Problem solving

Project management

Facilitation

Education

University degree in Business, Finance, Math/Statistics, Computer science, or related discipline

Tools

MS Excel

SQL

Tableau

MS PowerPoint

MS Project

MS Visio

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Sun Life’s Insurance Distribution team is responsible for growing sales of life and health insurance. We are committed to increasing advisor and firm centricity through initiatives that will differentiate Sun Life in the insurance market. To support this work, we engage quick thinking, innovation hungry and results driven professionals.

The role of the Senior Business Analyst, Business Initiatives, is to support the analytics and reporting needs for the Insurance Distribution team. The role will maintain business reporting by working with the Sales team and internal partners on day-to-day basis.

What will you do?

Reporting within the Business Initiatives team in Insurance Distribution, the Senior Business Analyst will be responsible for collaboration with the internal partner for: reviewing data to help generate value for a variety of functions, develop enhanced analytics and reporting, manage ongoing data/reporting needs, and produce innovative and effective methods of analyzing data to provide business insights.

• Ensure data accuracy, integrity and availability by monitoring and resolving production data and platform issues, investigating and reconciliating reporting issues, and ensuring minimal disruption to sales teams.
• Manage the annual sales target setting process working with internal stakeholders.
• Update/maintain regional and advisor alignment on a daily, weekly, monthly and quarterly basis.
• Develop & maintain internal relationships to help facilitate resolution of issues/concerns and maintain / enhance reporting and analytics.
• Lead end-to-end project management and change management activities including planning, scheduling, governance, successful execution and post implementation communication and monitoring, ensuring that assignments meet objectives on time and to expected quality.
• Ensure change management and communication principles are considered throughout delivery, including the early capture of stakeholder impacts, end user training, and communications.
• Lead activities and training with business users on new / improved analytics and reporting and deployment of new technologies.
• Facilitate requirements gathering sessions, including leading discussions, managing group dynamics, and maintaining group focus, to work build business requirements and planning for enhancements/changes.
• Evaluating business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions.

• Work on adhoc reporting requests; analyze and provide observations on the data and present findings and results to leaders at various levels.

What do you need to succeed?

• Ability to apply systems thinking and hypothesis testing
• Ability to assess data models and data and process flows
• Highly organized and detail oriented
• Excellent written and verbal communication skills including persuasive presentation skills
• Communicate proactively, openly and directly with various stakeholders to provide insight, recommend actions to support change and/or to remove work barriers
• Able to manage multiple priorities simultaneously under tight deadlines
• Build and maintain strong consulting relationships across the organization at all levels
• Strong workshop facilitation skills including working with senior leaders
• Ability to present data and information in a compelling way to influence and achieve support for change
• Strong research, problem solving and analytical skills.
• Excellent communications skills and the ability to provide simplified explanations of complex analytical methodologies.
• Experience balancing multiple projects.
• Knowledge of internal teams & processes
• Demonstrated analytical, facilitation and change management skills, along with experience managing complex process improvement projects
• Expert level knowledge of tools to collect, aggregate, segment and analyze data (ie: MS Excel)
• Knowledge of Wrike, MS PowerPoint, MS Project and MS Visio

What will be nice to have:

• University degree in a Business, Finance, Math/Statistics, Computer science, Analytics-related discipline and/or 5+ years of relevant experience with increasing responsibilities
• Working knowledge of running analysis & creating dashboards on Tableau would be an asset
• Working knowledge of SQL and Programming languages such as Python and R would be an asset

What’s in it for you?

• We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work Canada
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• Flexible Benefits from the day you join to meet the needs of you and your family.
• Pension, stock and savings programs to help build and enhance your future financial security.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [e-mail] .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

78,000/78 000 - 128,000/128 000

Job Category:

Business Analysis - Process

Posting End Date:

19/06/2025