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

Strong 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 robust 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