Analyst Data Reporting

Permanent Full Time 

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As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them.   

Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. 

The Analyst Data Reporting is responsible for developing, programming, and executing a variety of reports to support the effective operation of the Distribution Services team, comprising of Contracting and Compensation. This role will also represent the department on projects that involve reporting or feeds and provide training to staff members on reporting and database functions. 

What you will do

• Translate business needs into data requirements: collect, integrate, clean, explore, model, and analyze large datasets, visualize results, and present to business leaders
• Work with large datasets that are not consistent, clean, or fully modelled
• Retrieve and transform data from multiple systems and data sources
• Work with key stakeholders to obtain, review and program Commission files for standard consumption
• Build and maintain tools for transactional team and debt teams with a focus on automation and efficiency
• Analyze and develop reporting systems for AGA or corporations from all carriers, with a focus on large producing advisors/corporations. Provide regular reporting to these groups.
• Present and communicate the insights and recommendations generated in a visual and simplified language
• Analyze and provide reporting for bonus changes, used for data integrity validation and updates
• Create, design, and run other reports and tools as required for business analysis.
• Maintain existing reporting and tools
• Acts independently to determine methods on new or special assignments, with some oversight to review approach and results. Decisions are guided by specific objectives
• Analysis is a core requirement of the position. Identifies difficult problems where facts may be incomplete. Solutions require the interpretation of information according to established methods.
• Finds solutions requiring analysis and interpretation of information according to established techniques or methods. Makes suggestions to modify team policies and procedures
• Work closely with leadership or SMEs in the department and other departments to understand business drivers and enable them to make decisions based on data
• Provide training to the teams on the databases and reporting functions
• Represent department on company and third party projects that involve Distribution Services reporting/feeds
• Liaise with carrier partners to develop the most efficient methods to obtain MGA reports
• Build strong working relationships with all stakeholders

What you will bring

• Completion of Post-Secondary School, or equivalent 
• Advanced skill level with Microsoft Excel and Power Query and/or other reporting programs\
• Experience visualizing data in Excel, Power Point
• Minimum 2+ years’ experience in the insurance and financial services industry
• Bilingual (French) an asset
• Familiarity with SQL an asset
• Knowledge of WealthServ an asset
• Strong critical thinking, analytical, and problem solving abilities
• Strong communication and interpersonal skills
• Strong data manipulation skills
• Detail-oriented maintaining accuracy and consistency
• Demonstrated flexibility and adaptability to work in an ever-changing environment

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The base salary for this position is between $48,400 - $72,600 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life 

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.  

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: 

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. 

• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. 

• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.  

• Financial Security: Company-matching pension plan, share ownership program and additional investment options. 

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!  
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. 

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