The lead in managing monthly, quarterly, and annual reporting requirements to be delivered by the Business Management Team
Provide timely, accurate, and relevant information to enable decision making and support desired business outcomes through dashboards and digital reports
Seeks opportunities working with DNA Team to automate repetitive reporting processes, while supporting the development of operational & quality improvement for data, tools and processes to advance insight generation
Maintain expert knowledge of all main data sources, classifications, etc. for the data used within the SOCON Team and enhance the team’s ability to effectively utilize their data
Demand management – working with DNA Team reviews intake for reporting requests from SOCON stakeholders, in tandem develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs
Data and dashboarding knowledge management
Builds reports and visualizations to effectively communicate data driven insights to users for a variety of audiences i.e., data into reports, graphics, dashboards to illustrate facts, trends and insights.
Develops strong business partner relationships to foster understanding of key drivers and metrics to ensure disclosures effectively communicate results
Responsible for SOCON OKR’s, KPI reporting at a minimum monthly
Working with Business Management leadership, contribute to the design, development and distribution of management reporting
Review results of service level and volume forecasts, identifying discrepancies and performing root cause analysis
Perform other duties as required
Requirements
Post-secondary education in business and/or financial administration is preferred
2-3 years financial services experience is required
Strong quantitative, analytical, and technical skills
Possess the ability to work under pressure, meet deadlines and be accountable for performance
Outstanding customer service skills and dedication to providing and exceptional client experience
Strong problem solving skills with the ability to proactively identify issues, understand the business impact, identify solutions and provide recommendations
Excellent verbal, written and interpersonal communication skills
Must be a self-motivator and self-starter
Focus on quality
Exceptional listening and analytical skills
Excellent time management skills
Ability to multitask and successfully operate in a face paced team environment
Embrace change and successfully set and adjust priorities as needed
Advanced in Microsoft Office
Fluency in English is required, and bilingual skills in French are an asset
Benefits
Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program