Job Description

Are you someone that loves working with data? Do you see yourself as a problem solver? Are you someone that enjoys using analytics to assess and deliver data-driven recommendations?

If 'yes' is the only answer that comes to mind, then you could be the next Business Analyst to join the FH family. Keep reading to see if this position is the one for you!

Note: This role can be supported by a remote or hybrid work arrangement across Ontario.

What will you be doing in this role?

Reporting

• Create and prepare sales tracking and reporting dashboards required by the Distribution Sales Leadership team
• Build, implement, and maintain data models, custom reports, and dashboards
• Report on and analyze 'in the mill' cases and revenue targets
• Annual advisor segmentation reporting
• Manage the Marketing Allowance including budgeting, tracking and trends

Analysis

• Prepare data analysis for FH senior leadership
• Provide financial analysis to support strategic planning, business cases, and ad-hoc requests
• Translate business needs into data requirements: collect, integrate, clean, explore, model, and analyze large datasets, visualize results, and present to business leaders
• Present and communicate the insights and recommendations generated in a visual and simplified language
• Work with large datasets that are not consistent, clean, or fully modelled
• Retrieve and transform data from multiple systems and data sources

What qualifications are required?

• Bachelor's degree in Statistics, Mathematics, Data Science, Engineering, Computer Science, or equivalent
• Professional/Technical Certifications or Licenses would be an asset

What competencies are required?

• Analytical
• Problem solving skills
• Data manipulation
• Communication and interpersonal skills
• Ability to work independently
• Time management

What should your experience look like?

• Minimum 2+ years' experience in the insurance and financial services industry
• Experience in Microsoft 360 Suite
• Experience in business intelligence tools
• Experience visualizing data in Excel, Power Point and Power BI
• Knowledge of WealthServ an asset
• Ability to communicate in both English and French an asset

Benefits & Perks

As a member of the FH family, you can expect a professional yet engaging, supportive and family like environment - our company started with 4 employees! An organization that lives and breathes its DRIVER Values.

These are some of the benefits we provide:

• 3 weeks of paid vacation
• Excellent Group Benefits plan
• Group Retirement Plan with employer matching
• Flexible and supportive Personal Days for employee or family illness, emergency etc...
• Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
• Market leading Wellness Credit program
• Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development

Who are we?

Financial Horizons is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada. We are headquartered in Kitchener, Ontario, and have offices across the country. There is a lot more to us under the 'Our Story' section, but we're trying to keep it short here. If you've read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application! :)