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Senior Analyst, Sales Operations and Strategy

2 months ago

Toronto Ontario, Ontario, Canada EQ Bank | Equitable Bank Full time
The Senior Analyst, Sales Ops Strategy will be responsible for supporting the Associate Director of Sales Operations & Strategy, SFR & Wealth Solutions on a variety of projects, including strategic planning, internal consulting, research, reporting & data analysis, and strategic initiative support for the Single Family Residence (SFR) Sales, Reverse Equity Mortgage (REM) Sales, and Deposit Services teams. These projects usually involve cross-functional teams and contribute to the overall strategy and direction of the company and support senior executive decision making. The incumbent will use their analytical abilities to provide both qualitative and quantitative input supporting the development of recommendations for Senior Management. In addition, the Senior Analyst will be responsible for communicating findings and managing follow-up related efforts.

The Work

  • Business analysis and problem solving
  • Use quantitative methods (e.g., Excel models) to develop insights that support decision making
  • Use SQL and other internal systems to source necessary data and Tableau or Power BI for data visualization
  • Perform research and fact finding to support recommendations related to enhancing salesforce effectiveness
  • Become internal expert on new opportunities and support the development of business cases
  • Conduct analysis to fully understand financial implications, risk, operations etc
  • Responsible to draft high-level business requirement documents and discussion materials for senior management
  • Coordinate between PMO, business units, and IT, often independently
  • Brainstorming, structuring and problem-solving process for a range of strategic and tactical business topics (e.g. operational efficiency, etc.)
  • Establish/document repeatable processes/methodology that enable quicker turnaround on analysis
  • Create and deliver presentations to communicate findings from analysis
  • Own recurring reporting and analysis, such as KPIs
  • Support for junior team members
  • Strategy development and execution
  • Support in developing the Sales & Distribution strategy, including quantitative analysis to support forecasts
  • Own development of materials required for key strategy meetings
  • Present key insights and recommendations based on research and data analysis
  • Support development of a research repository for competitor and industry trends in Canada
  • Sales CRM Support
  • Oversee CRM platform operations, ensuring data accuracy and integrity
  • Analyze CRM data to identify sales trends and opportunities for improvement while collaborating with sales leadership to implement process improvements
  • Lead CRM-related enhancements which may include integration into core systems
  • Generate and distribute regular reports and dashboards to stakeholders
  • Sales operational support
  • Provide day-to-day support for the SFR, REM, & Deposits services team, addressing and resolving operational issues
  • Develop and maintain standard operating procedures, best practices, a process improvements
  • Support sales team initiatives and special projects, ensuring timely and successful execution
  • Cross-functional collaboration with various teams to deliver analytical insights
  • Collaborate with teams across the Bank to deliver quality analysis, interpretation of findings and clear articulation of results and insights to internal business partners
  • Support Sales teams in their delivery and analytical review of various strategic engagement tactics and broker communication
  • Prepare presentation materials as required and support in the presentation of opportunities to Senior Management
  • Co-ordinate and collaborate with internal teams to perform diligence activities in a timely manner, lead certain work streams of any diligence process
  • Develop and collaborate with sales teams to create manuals, processes, guidelines, etc

Let's Talk About You

  • Bachelor’s degree in business administration, Engineering, Math or related field
  • 3-4 years of work experience, ideally in Analytics, Management Consulting, Investment Banking or Corporate Development and Strategy (Financial Services preferred)
  • Strong business acumen and passion for understanding and solving problems for consumers of financial services using rigorous data-driven methods and advanced analytical approaches
  • Excellent analytical, modeling and problem-solving skills
  • Excellent oral and written communication skills
  • Proficient in using MS Office (Excel, Access, Power Point)
  • Strong technical skills
  • Familiar with agile methodology
  • Experience with databases (e.g. SQL) and data visualization tools (e.g. Tableau, Power BI). Knowledge of VBA and statistics (regression analysis, Monte Carlo simulations, etc.) would be an asset
  • Strong attention to detail