Senior Manager Business Reporting and Analytics

Requisition ID 12967- Posted - Location (2) - Canada - Province of Job Posting (2) - Career Site (2)

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we're IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Position (details)

Reporting to the Director, Reporting and Business Analytics, the Senior Manager, Reporting and Business Analytics will lead a team of reporting analysts responsible for reporting, analytics and metrics tracked and reported on within Financial Services Distribution. This includes, but is not limited to: Consultant and Region, Business Insights Dashboards, Business Reporting, compensation and recognition reporting and distribution analytics. As the leader of a team, this individual will be responsible for guiding the creation of dashboards and other methods of sharing insights and reports. The incumbent will be responsible for finding innovate ways to combine data, technology and other methodologies to discover and deliver valuable insights for Financial Services Distribution and the Field Network.

DUTIES INCLUDE:

• Provide leadership to a team of business analysts responsible for the design, implementation and management of reporting, dashboards and analytics for Field network and Distribution leadership. Including Consultant and Region, Business Insights Dashboards, Business Reporting, compensation and recognition reporting and distribution analytics.

Working with the Manager, Business Reporting, manage the overall reporting process for the Business Reporting and Analytics team by maintaining, enhancing and developing policies and procedures to ensure consistency and accuracy and timeliness of reports.

Guide the transformation of the Consultant network business reporting and analytics through the development of key insights and reporting dashboards utilizing new and innovative tools and approaches, and partnering with the Data Services team

Develop and maintain complex financial and analytical models to support Financial Services business operations as well as key initiatives and strategic projects.

Develop and present recommendations to leadership on recognition policy, program design alternatives and impact analysis.

Develop and maintain certain key reports.

Become an expert and go to resource regarding business results and related reporting.

Support the management of the Field Reporting and Recognition mailbox, by providing expert level support and developing responses to Consultant and field leadership questions.

Develop/Enhance communication/team SharePoint sites for storage/distribution of reports

KNOWLEDGE/SKILL REQUIREMENTS

7+ years of experience in Financial and/or Business reporting

Bachelor's degree (or equivalent) in Business, Finance or Computer Science

Proven success leading a dynamic team of individuals who are responsible for the design, implementation and management of reporting, dashboards and analytics

Innovative, analytical and creative thinker with demonstrated problem-solving skills

Proven leadership, management and implementation abilities required

Strong data/technology skills – advanced skills in access, excel, SAP HANA, financial modeling and business intelligence software (Tableau)

CPA, CGA or CMA, CFA or MBA would be considered an asset

The successful candidate will demonstrate the following core competencies:

• Analysis and Problem Solving: Relates and compares data from different sources, identifying issues, securing relevant information and identifying relationships (conceptual thinking); uses a systematic approach to problem solving which includes developing alternative courses of action, evaluating them, and making the best decision.
• Decision Making: Exercises judgement and makes rational, realistic, and sound recommendations and decisions by considering all the facts and alternatives available; is willing to commit to actions; makes decisions based on limited information if necessary.
• Adapting to Change : Adapts behavior to meet the demands of a changing environment; demonstrates stability of performance under pressure and/or opposition.
• Leadership : Influences others without reliance on authority or position; recognizes strategic opportunities; uses appropriate interpersonal styles and methods in guiding individuals or groups toward issues resolution.
• Initiative : Actively influences events to achieve goals; is self-starting rather than passively accepting; acts to achieve goals beyond what is necessarily called for; originates action
• Communication Skills : Demonstrates exceptional expression in individual or group situations; demonstrates effective listening skills; demonstrates effective presentation skills; clearly expresses ideas in writing.
• Negotiation Skills : Uses various negotiation strategies to communicate facts or arguments in a manner that gains agreement or acceptance.
• Planning and organizing : Establishes a course of action for self and/or others to accomplish a specific goal by preparing plans and organizing tasks; monitors the performance and results to keep the work on track.
• Client Service Orientation : consistently demonstrates exceptionally strong customer service values; demonstrating expert business acumen.

Please visit our career page by clicking on the following link:

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.