Lead Operations & Finance Analyst, Climate Advisory

Role Overview

• Design, build, and maintain mission-critical reporting dashboards, primarily using Power BI , to visualise key performance indicators (KPIs), operational metrics, and individual team performance.
• Write and optimise complex SQL queries to extract, transform, and load data from various sources (e.g. Salesforce, project management tools, HR tool) for analytical use.
• Conduct ad-hoc data analysis and modelling to diagnose operational gaps, identify trends, and provide strategic recommendations to leadership.
• Execute rigorous data quality assurance checks and implement automated validation scripts to ensure the integrity of core platforms.
• Assist the Director of Operations and the Finance team by compiling, cleaning, and organising the operational data required for annual budgeting and monthly forecasting.
• Prepare standardised financial data exports and reports to help Finance track project profitability, utilisation rates, and margin trends.
• Perform initial data reconciliations to identify discrepancies between actual results and forecasts, flagging issues for further review by the Director or Finance.
• Act as the technical point of contact for the Finance department to ensure that the data flowing from operational tools (like Salesforce, AQ) into financial models is accurate and complete.
• Identify, design, and implement scalable processes and tools that enhance team efficiency, consistency, and compliance across the Climate Advisory function.
• Provide timely, day-to-day operational support , proactively resolving technical issues related to project tracking and data reporting.
• Conduct necessary administrative and operational tasks, including data compilation and analysis, to meet time-sensitive team objectives.
• Lead training sessions for the Advisory team on how to interpret dashboards.

Requirements

• Degree in Data Science, Business Analytics, Computer Science, Business Administration, or a related field.
• Minimum of 5+ years of relevant experience in data analytics or highly technical operational roles.
• Proven track record of building and maintaining complex Power BI dashboards and managing data pipelines.
• Expert SQL Skills: Strong understanding of SQL for data extraction and manipulation.
• Power BI Mastery: Advanced proficiency in Power BI (including DAX and Power Query) with the ability to build sophisticated visualisations from scratch.
• Analytical Proficiency: Exceptional ability to work with large, disparate datasets and translate them into actionable insights.
• Financial Literacy & Data Awareness: Solid understanding of core financial concepts (e.g., budgeting, project profitability, and revenue recognition) and the ability to translate these into technical data requirements.
• Process & Detail Orientation: Demonstrated ability to identify bottlenecks, design automated solutions, and uphold exceptional attention to detail.
• Communication: Excellent English oral and written skills, with the ability to explain complex data concepts to non-technical stakeholders.
• Proactive & Independent: Highly self-motivated with a proactive, ownership-driven approach and the adaptability to navigate a rapidly changing operational landscape.

Tech Stack

• SQL

Benefits

• Flexible working hours
• Flexible workplace (home office)
• Above-average vacation allowances
• Options to buy up to 5 extra days of time off
• Life Insurance
• Access to mental, physical and financial wellbeing support through our Employee Assistance Program (TELUS Health)
• Competitive Paid Parental leave
• Compassionate Leave