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Lead Data Insights Analyst

3 months ago

Old Toronto, Ontario, Canada Sun Life Financial Full time

About Us:

At Sun Life Financial, we value the uniqueness of every individual, including your background, experience, and perspective. We foster an environment where you are encouraged, empowered, and challenged to excel. Collaborate with dynamic colleagues who are experts in their fields and eager to share their knowledge. Our leaders are dedicated to inspiring you and helping you reach your full potential. Every day presents new and exciting opportunities to enhance the lives of our clients, who are at the core of our mission.

Position Overview:

Are you passionate about data and adept at resolving intricate business challenges? If so, the role of Senior Data Analyst is tailored for you.

The Growth and Performance Marketing team within our Client Experience Office is undergoing a significant transformation. We are consistently launching and testing innovative ideas, platforms, and solutions to generate new leads and uncover opportunities for existing clients and group members.

As a Senior Data Analyst on the Client Acquisition Analytics team, you will be part of a vast analytics community, focusing on the Growth and Performance Marketing sector. Your responsibilities will include, but are not limited to, extracting data for business insights, analyzing and interpreting trends using statistical methodologies, reporting on business performance, and addressing code and data-related challenges.

You will support several key initiatives aligned with our vision of expanding our client base, enhancing advisor lead conversion, and monitoring key performance indicators.

Key Responsibilities:

  1. Collaborate closely with business partners to identify and solve complex business challenges through data-driven solutions.
  2. Conduct analytic work from requirements specification, data collection, analysis, to presentations aimed at addressing business issues.
  3. Serve as a subject matter expert in prospect, client, and advisor data while working with stakeholders across the organization.
  4. Provide ongoing support to identify opportunities that will drive incremental sales.
  5. Develop metrics and KPIs to evaluate the performance of analytical and data products across the portfolio.
  6. Assist in the annual business planning, monthly sales forecasting, and insight analysis.
  7. Streamline reporting processes and synthesize key metrics into impactful dashboards to monitor and assess business initiatives and performance.
  8. Facilitate reporting automation, enable self-service analytics, and promote a culture of analytics-driven decision-making.

Qualifications:

  1. 5+ years of experience working with data, including quantitative analysis, data manipulation, hypothesis testing, data modeling, and visualization.
  2. 5+ years of experience with SQL, demonstrating proficiency in writing accurate and efficient complex queries to extract and integrate data from multiple sources.
  3. Experience with AWS data tools (e.g., Glue, Redshift, SageMaker) and familiarity with Python/Pyspark.
  4. Ability to convey data-driven insights clearly and succinctly through oral and written storytelling.
  5. Strong partnership approach with a commitment to meeting the unique needs and expectations of business partners.
  6. Proficient in prioritization, planning, and change management to adhere to timelines and scope in a fast-paced environment.
  7. Quick learner of new applications and processes with minimal guidance.
  8. Strong documentation skills.

Preferred Qualifications:

  1. 2+ years of experience in data visualization/dashboarding using Tableau or similar tools.
  2. Understanding of predictive and prescriptive analytics techniques (e.g., regression, decision trees, forecasting).
  3. Experience with Salesforce.
  4. MSc in a statistical, mathematical, or technical field (e.g., computer science) is preferred.
  5. Familiarity with additional statistical programming languages (e.g., SAS/R).
  6. Advanced proficiency in MS Excel and MS Access.
  7. The selected candidate will be required to obtain Canadian Reliability Security Clearance.

Diversity and inclusion are fundamental to our values at Sun Life Financial. A diverse workforce with varied perspectives and creative ideas enhances our ability to serve clients, the communities we operate in, and each other as colleagues. We welcome applications from qualified individuals from all backgrounds.

At Sun Life Financial, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment allows you – and your career – to thrive. Whatever your aspirations, our collaborative leaders and colleagues are ready to support your learning, growth, and success.