Senior Business Analyst

December 6 2024
Industries Legal
Categories Bank, Insurance, Financial services,
Calgary, AB • Full time

Description

In this role, you will contribute to a wide range of internal and external projects in various ways. You will serve as a business analyst on multiple projects spanning across Business Operations, IC/Innovation and Sales/Growth functions. You'll interface with multiple internal colleagues across Canada, the U.S. and global as well as external partners, contributing to key deliverables, processes and business enhancements. You will have the opportunity to grow your health and benefits business acumen and utilize your strong technical, operational, financial, and project management skills by working on cutting edge projects alongside leaders in the industry. The role requires an ability to work as part of a team, independently and creatively translate ideas into solid deliverables.

Responsibilities:

  • You will provide different levels of support to business leaders and team members covering a variety of projects in an extremely fast-paced environment. You'll sometimes be the "doer", other times you'll be the "reviewer". You'll need to be highly organized, agile, able and open to pivot from project-to-project bringing critical thinking, problem-solving skills and creative thinking to support qualitative and quantitative projects as they arise. As the needs of the business and priorities change, new projects and tasks are added and are reprioritized. Many projects are recurring while those that arise cannot be pre-defined in a job description. Examples of recurring work and projects include:
    • Ongoing management of our operating model including data and technology support related to current and future tools, templates, processes, survey data
    • Creation of and/or transition of existing processes and tools to global platforms and/or Global Delivery Centres
    • Collect information/data from multiple sources to drive toward fully completed internal data, manage inquiries and ensure a strong follow-up process to meet deadlines
    • Data analysis and reporting of key metrics within our internal tools and surveys
    • Work closely with Operations Leader, Project Managers, other business analyst(s), global and local Leaders and external vendors to determine the best ways to collect and refine data for client deliverables and surveys
    • Familiarize yourself with all aspects of the business to effectively manage financial items on a regular cadence (i.e. commissions, WIP, AR) and work with the Operations Leader and Finance team to create, execute and manage a new process for revenue management
    • Manage commercialization efforts
    • Support the marketing strategy as needed by the IC and Innovation/Growth Leaders
    • Support markets by ensuring CRM is current/accurate for prospects and clients
    • Coordinate deliverables with Research IC Team
    • Provide progress reporting on all projects to Team Leaders on a weekly basis, know when to escalate and ask for support
    • Other projects not yet identified / known in our environment of continuous change
    • Build relationships internally and collaborate effectively on cross-functional teams

Qualifications

The Requirements:

  • 10 years experience and knowledge of group insurance benefits from brokering, consulting, underwriting positions; advanced and proven technology skills resulting in increased efficiencies and technology improvements; financial acumen skills such as general accounting, bookkeeping, economics
  • Strong sense of urgency and a passion for getting things done
  • Proven ability to recognize and diagnose issues, effectively work across multi-disciplinary teams, and leverage resources to address challenges
  • Ability to develop confidences and become a trusted resource by understanding assignments, being organized, delivering on-time and meeting/exceeding expectations
  • Creative and innovative in developing solutions that will please our colleagues and allow us to operate more efficiently
  • Strong problem-solving skills
  • Able to prioritize appropriately
  • Ability to collaborate with management and work across all levels of an organization
  • Enthusiastic, team spirit, self-motivated, demonstrating initiative and independence with an ability to work with limited supervision and under pressure in a fast-paced organization
  • Experienced, advanced user of Microsoft Word, Excel, PowerPoint
  • Experience working with CRM Dynamics - building and producing reports and building Power BI reports
  • Bachelor's degree and or post-secondary education required

Equal Opportunity Employer

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

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