Job description
The Data Reporting Analyst is primarily accountable for data management and reporting supporting the various teams within Wealth Solutions. This role is also accountable for producing proactive reports to help understand the risk profile and development of our sales and in-force business, with a specific objective to help improve financial results by identifying issues and concerns resulting from advisor and client behavior, understanding potential actions for company to take and implementing those actions.
What you will do
- To proactively produce reports to identify potential areas of future financial exposure, identify product features and compensation structures currently being used in unintended ways or other financial impacts occurring through normal exercise of contractual rights
- Translate business needs into data requirements in order to handle ad hoc request for information from the Segregated Fund Data Warehouse/IDM and underlying data sources
- Manage/maintain scheduled reporting for various Individual Customer clients (internal/external to Wealth Solutions), data models, and data driven dashboards
- Be an expert on sales and in-force data available from a variety of departments and systems
- Investigate anomalies in the data and find appropriate explanations
- Understand the Wealth business and products in relation to the data
- Completion of a post-secondary degree or an equivalent combination of education and experience with at least 5 years work experience in a related field
- Experience working with raw data and manipulating large datasets
- Experience in Business Intelligence (COGNOS, Power BI, Tableau) applications is an asset
- Prior use or development of complex models in MS Access, Excel, or similar tools
- Prior use or development of complex relational databases
- Ability to adapt and learn new reporting tools/software
- Some knowledge of our admin systems (Unitrax in particular) will be an asset
- Ability to work well in both a remote and collaborative environment
- Strong organizational and time management skills
- Desire to succeed in a competitive marketplace
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [email protected].
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
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About Canada Life
CEO: Paul Mahon
Revenue: $10+ billion (USD)
Size: 10000+ Employees
Type: Company - Public
Website: www.canadalife.com
Year Founded: 1847