- Support analytics and reporting needs for Sun Life’s Insurance Distribution team
- Maintain business reporting by working with the Sales team and internal partners
- Review data to generate value for a variety of functions
- Develop enhanced analytics and reporting
- Manage ongoing data and reporting needs
- Create innovative and effective methods of analyzing data to provide business insights
- Monitor and resolve production data and platform issues
- Investigate and reconcile reporting issues while ensuring minimal disruption to sales teams
- Manage the annual sales target-setting process with internal stakeholders
- Update and maintain regional and advisor alignment daily, weekly, monthly and quarterly
- Develop and maintain internal relationships to facilitate issue resolution and enhance reporting and analytics
- Lead end-to-end project and change management activities, including planning, scheduling, governance, execution, post-implementation communication and monitoring
- Capture stakeholder impacts, coordinate end-user training and communications
- Lead business-user activities and training for new or improved analytics, reporting and technologies
- Facilitate requirements-gathering sessions and develop business requirements and enhancement planning
- Evaluate business processes, anticipate requirements, identify improvement areas, and implement solutions
- Handle ad hoc reporting requests, analyze data, and present findings to leaders at various levels

Requirements

- Ability to apply systems thinking and hypothesis testing
- Ability to assess data models and data and process flows
- Highly organized and detail oriented
- Excellent written and verbal communication skills, including persuasive presentation skills
- Ability to communicate proactively, openly and directly with various stakeholders
- Ability to manage multiple priorities simultaneously under tight deadlines




- Strong consulting relationship-building skills across the organization
- Strong workshop facilitation skills, including working with senior leaders
- Ability to present data and information compellingly to influence and achieve support for change
- Solid research, problem solving and analytical skills
- Ability to provide simplified explanations of complex analytical methodologies
- Experience balancing multiple projects
- Knowledge of internal teams and processes
- Demonstrated analytical, facilitation and change management skills
- Experience managing complex process improvement projects
- Expert-level knowledge of tools to collect, aggregate, segment and analyze data, including MS Excel
- Knowledge of Wrike, MS PowerPoint, MS Project and MS Visio
- University degree in Business, Finance, Math/Statistics, Computer Science or an analytics-related discipline, or 5+ years of relevant experience with increasing responsibilities
- Working knowledge of Tableau is an asset
- Working knowledge of SQL and programming languages such as Python and R is an asset

Core Competencies

Demonstrates expertise in analytics and reporting, with a strong ability to manage data processes and facilitate change management. Proficient in stakeholder communication and relationship building to enhance business insights and support decision-making.

Highest-signal resume keywords

- Data Analysis
- Change Management
- Stakeholder Communication
- Project Management
- Advanced Excel Skills

Hard Skills

- Data Modeling
- Process Improvement
- SQL
- Python
- R
- Tableau
- Analytics Reporting
- Data Visualization
- Statistical Analysis
- Business Requirements Gathering

Soft Skills

- Organizational Skills
- Detail Oriented
- Persuasive Communication
- Problem Solving
- Workshop Facilitation

Industry Keywords

- Insurance Distribution
- Sales Target Setting
- Business Insights
- Stakeholder Management
- Data Governance

Tools & Technologies

- MS Excel
- MS PowerPoint
- MS Project
- MS Visio
- Wrike

📌 Senior Business Analyst, Business Initiatives (Toronto)
🏢 Jobtailor
📍 Toronto