Business Analytics Specialist - 12 months
Aviso Wealth, Canada
Job Description
Aviso Wealth:
At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.
The Opportunity:
We’re looking for a Business Analytics Specialist to join our Finance team.
Reporting to the Sr. Manager, Business Analytics the Business Analytics Specialist is responsible for supporting the business analytics functions at Aviso Wealth by updating and distributing Business Analytics reporting and ad-hoc data mining for analysis.
Who you are:
- Service You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- Execution You are committed to achieving your goals and to succeed. This includes focusing on getting things done, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- Collaboration You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
What your day looks like:
- Updating and distributing established business reporting for internal and external decision makers
- Ad-hoc data mining for specific analysis
- Use a balance of business knowledge and technical skills to maintain and enhance reporting and analysis for key decision makers
- Employ light project management to oversee reporting solution development
- Preparing, analyzing and reporting on key financial performance metrics
- Data extraction and mining to create both adhoc and recurring reports to support the DIGITAL WEALTH team as well as Finance and the Executive team
- Gathering, analyzing and interpreting financial data and compiling monthly reports for senior management
Requirements
Your experience and skills:
- Post-secondary degree in business, accounting, computer science or related field
- CSC is considered an asset
- Experience in the brokerage or investment management industry
- A minimum of 3+ years of related financial analysis experience
- Preference given to those with experience as a business intelligence developer
- Experience creating reporting and analysis through the use of SQL, Excel Services and Power BI and ability to write relational database SQL queries
- Business analysis, and documentation skills
- Advanced Excel and Power BI skills
- Data Modeling and DAX experience
- Strong computer literacy with the ability to utilize and leverage various forms of related software and technology
- Exceptional creativity, problem solving skills and flexibility
- Able to present complex information to different audiences at both individual and group level
- Strong attention to detail, organizational and time management skills
- Strong customer service orientation
- Ability to work well under pressure and in a fast-paced environment
- Ability to work independently to achieve required objectives, within company and regulatory requirements
- Fluent communication skills in English are required and bilingual skills in French are an asset
Benefits
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
- 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 learn