Senior Analyst, National Sales Analytics

WHO WE ARE

HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage™ product.

OUR VALUES, OUR PASSION

At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.

• Customer-Focused. Passionate Advocates
• Courage to Act. Do the Right Thing
• One Team. One Vision
• Think Long-Term. Ever-Evolving
• Be Exceptional. Inspire Greatness

POSITION SUMMARY

Reporting to the Manager, National Sales Analytics, the Senior Analyst, National Sales Analytics will be responsible for the collection, analysis, and reporting of sales related data in an on-going effort to increase overall sales productivity for the Consumer and Referred channel.

The Senior Analyst, National Sales Analytics must collect sales records and evaluate performance based on sales quotas while taking into consideration current economic conditions. The development and tracking of key performance indictors will be critical to enhance the understanding of the business and to improve decision-making.

The Senior Analyst, National Sales Analytics will create both standardized & custom reports, conduct quantitative product & sales analysis for the Consumer and Referred Sales team, provide support for promotions, perform regular sales and performance forecasts, and assess future needs and data integrity.

Key success indicators will include the ability to develop standardized tools, methodologies and business processes aimed at improving operational efficiency.

MAJOR ELEMENTS OF THE ROLE

The Senior Analyst will be responsible for the preparation of the Channel’s on-going financial analysis, sales analysis, supporting channel initiatives, and development of presentations to support Sales development initiatives, business opportunities and other special projects in the Consumer and Referred team.

Job Responsibilities/Accountabilities:

• Coordinate and facilitate participation from internal and external collaborators to ensure timely progression of analysis and reports;
• Responsible for channel business planning and modelling origination targets
• Act as key resource for the development of the knowledge base and on ongoing reports offering perspective and insight into key markets and segments to understand the moves of the identified markets, the potential partnerships, the trends and even to be on the look-out for business opportunities;
• Build analytical models and participate in the market data analysis as required by specific initiatives using data base or reports provided from external sources (marketing studies, etc.) such as Nielsen and others;
• Package and present the deliverables (e.g. project business cases, data for deal negotiations (ex: information memorandums, due diligence requests), Board of Directors, CEO, and Management Committee materials.
• Work with Sales, IT and Advanced Analytics core team on corporate analytic projects.
• Oversee regularly scheduled reporting to the Consumer and Referred Team
• Work with Sales management, BDMs, MS’s to effectively manage and oversee all sales administration duties in Salesforce and MARS & ensure data is properly entered in Salesforce
• Work with Finance to ensure commission payments to partners are process in a timely manner and ensure all partners have valid partnership agreements
• Continue to develop and refine regular sales analysis processes and capabilities (Ex. Leveraging AI capabilities)
• Work with Sales Management to develop new and strengthen existing sales partnerships
• Work on sales forecasting and pipeline analytics
• Conduct market research analysis and monthly reporting
• Perform other miscellaneous duties as required.

SKILLS AND EXPERIENCE REQUIRED

• Bachelor degree in Business Administration, Finance, Data Science or other related field; a professional designation in the field of finance (such as a CA or a CFA) and/or equivalent working experience
• Experience in Banking or Financial Services an asset or within a large organization as part of Corporate Development, Strategy, Analytics or Finance teams; 1-2 years of supervisory experience an asset
• Demonstrated strong analytical and conceptualization skills;
• Strong analytical mindset and ease of working at analyzing large quantities of data to extract the essential trends; ability to think like a business owner is an asset
• Ability to perform complex analysis such as regression, forecasting, cannibalization and probability modeling
• Ability to capture and document business and reporting requirements from multiple sources
• Ability to co-ordinate and manage simultaneous data analysis requests of varying size and scope
• Knowledge of relational databases and the ability to create stored procedures
• Strong Excel capabilities including data cleaning, merging data from various sources and modelling.
• Strong SQL capabilities, including writing complex queries, joining multiple data sources, transforming data and validating data quality.
• Strong Power BI capabilities, including data modelling, developing interactive dashboards, creating DAX measures and translating data into actionable business insights.
• Strong communication skills, both written and verbal, with the ability to convey complex information to a broad audience including Executive Leadership
• Strong presentation skills, ability to work with all levels including senior leadership
• Strong interpersonal skills with the ability to work independently and within a team environment; capable of guiding and coaching other analysts
• Strong knowledge of Salesforce and MS Office applications including Word, Project and PowerPoint

WORKING CONDITIONS UNIQUE TO JOB

• Hybrid work environment, three days per week in office

WHY WORK AT HOMEEQUITY BANK?

Great Environment

HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.

We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.

A Dynamic Culture – With People at the Centre

We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto’s Top Employers 2024,Waterstone Canada's Most Admired Corporate Cultures 2022-2023, the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023.

Growth and Opportunities
We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.

Celebrating Great Work and People

We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say ‘great job’ to their colleagues and leaders.

From our Appreciate! Program to the High Five Award Program and President’s Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.

Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.

The Perks (for eligible employees)

• HomeEquity Bank offers a competitive total rewards package that includes:

• Extended health and dental benefits

• Employee & Family Assistance Program

• Employer-Matched Group Retirement Savings Plan

• Employee Share Investment Plan

• Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits

• Employee corporate discount for GoodLife Fitness

HomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Please note that our successful candidate is required to complete a background check.

Stay in the Know

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Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you.