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Senior Business Analyst
2 weeks ago
Is this role right for you?
In this role you will:Provide ongoing field support to Private Banking units within Scotia Wealth Management by:
Offering expert advice and counsel Take the lead with reporting Providing sales support for areas not supported by external groups Assisting with the roll out of new initiatives impacting Private Banking units Maintaining a working knowledge of the day to day operation of the Private Banking Units in order to effectively communicate with all levels of staffManage the preparation and dispatch of Financial Reporting:
Researching service and product related requirements Playing a crucial role in optimization and automation of financial reporting preparation processes Consolidating/aggregating data from multiple sources Organizing the data collected in a clear, consistent manner Investigating variances and discrepancies proactively as they occur providing commentary to senior management and Private Banking UnitsSupport and monitor National profit plan targets by:
Assisting with the preparation of annual, quarterly and monthly financial analysis reports Monitoring national and individual units performance against plan Providing interim financial reporting support Assisting with the preparation and validation of quarterly and annual compensation paymentsContribute to the effective functioning of the Private Banking Head Office team by:
Participating actively in team learning development activities and team performance achievements. Building effective working relationships across the team and with various business line and corporate function contacts Maintaining a high level of client service Facilitating a culture of open and honest communication Actively participating and contributing to touch bases and team meetings Encouraging the generation of new ideas and approaches Actively share knowledge and experience to enhance the development of all team members Developing and executing a meaningful employee development planDo you have the skills to enable you to be successful in this role? We would love to work with you if you have:
University or Community College degree preferred in Finance or Mathematics or Computer Science Must have good knowledge of the broad Wealth management offering, including the services of Private Banking, and familiarity with the Bank's International Private Banking offering. Strong knowledge of Private Banking operations and sales environments Knowledge of Process Mapping and Business Architecture, including use of related software/tools Thorough business analysis, analytical and creative problem solving skills Proven judgment as issues can be complex and without precedent. Strong written and verbal skills required to prepare communications and interact effectively with other Bank departments and external parties; Excellent time management skills Expert analytical skills Thorough PC skills including Power BI, Python, SQL, VBA, Excel Thorough knowledge of field various reporting tools Strong written and verbal communication skills Strong knowledge of Retail and Commercial Lending policies and procedures Ability to work with others of varying levels, expertise and skills-
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