Senior Analyst – Business Insights and Reporting

Come join Home Trust Company as an
Senior Analyst – Business Insights and Reporting in our Deposits team in Toronto! 

Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential mortgage lending business, the Company also offers complementary lending services, as well as highly competitive deposit investment products, through Oaken Financial. Our culture has been shaped by the passion and integrity of our people.  Home Trust is a private company.

FIRST THING – WHAT YOU NEED TO SUCCEED?
We are looking for individuals who are dedicated, passionate, and driven to execute with excellence!

WE CARE ABOUT OUR EMPLOYEES WELL-BEING, WHAT WE OFFER:

• Base salary, with yearly incentive performance bonus
  

• Three (3) weeks of vacation, an additional six (6) flex days (sick or personal) in addition to statutory holidays
  

• Comprehensive benefit packages, offered through Manulife 
  

• Group Retirement Savings Plan (GRSP) up to 8% contribution program & employer match
  

• $1000 Employee Referral Program 
  

• Employee Discounts; phone plans, gym membership, Toronto Bike Share and many retailer discounts offered through WorkPerks
  

• Education Assistance program

ABOUT THE ROLE: 

This position will be the primary point of contact for all Deposits related analytics and reporting. This role

requires a strategic thinker who can collaborate cross-functionally and deliver compelling and insightful

reporting. The successful candidate will be responsible for the analytics and reporting functions for Deposits

and will be expected to bring a high level of expertise and a proactive approach to analytics and reporting,

ensuring that the deposits business is well-positioned to meet its strategic goals.

In addition: 

• Support the translation of the team’s vision into actionable insights and plans using analytics, ensuring alignment with organizational goals and objectives.
• Conduct in-depth analysis of the deposits product and portfolio to support Deposit initiatives.
• Collaborate with cross-functional teams across Finance, Data & Technology, Deposit Operations, and Digital & Strategy to assist in solving business challenges and delivering analytical solutions.
• Assist in creating and maintaining best practices for data management and analytics processes, ensuring data accuracy, integrity, quality, and reliability.
• Contribute to the collection, definition, and interpretation of datasets, ensuring the accuracy of data models, dashboards, and reports.
• Maintain existing reports and dashboards, assist in transforming complex data into actionable insights for key stakeholders
• Ensure adherence to HTC policies and procedures (i.e. privacy protection, AML) when servicing clients/brokers and performing account maintenance
• Understand regulatory and compliance requirements that include, but are not limited to, Anti-Money and Privacy Act provisions in accordance with Bank Policies & Procedures and take appropriate action
• Keep up to date on changes to, processes, P&P and technologies ensuring adherence to bank guideline
• Solicit and monitor client feedback, identify gaps, provide timely solutions to enhance the overall client experience
• Foster strong relationships with key stakeholders, peers and leaders across the organization to ensure effective stakeholder engagement and relationship building.
• Occasionally train end users to operate new or modified programs.
• Provide ongoing support to team.
• All other duties as assigned.

WHAT WE REQUIRE:

• Authorized to work in Canada
  
• Excellent written / verbal communication and professional maturity 
• University degree in business management, finance, or data analytics.
• Additional relevant accreditation(s), certification(s) are strong assets.
• Over 3 years of experience in analytics and reporting within the financial services industry.
• Proficiency in data analytics tools and software such as SQL, Python, Power BI, Advanced Excel.
• Ability to translate complex data into strategic insights for various audiences.
• Knowledge of investment products
• Strong organizational, time-management, strategic thinking, research/ analysis and attention to detail to source/ interpret complex data and drive fact-based analysis.
• Strong customer service, interpersonal relationship building and listening skills.
• Proven ability to work both independently and collaboratively within a team environment
• Excellent written / verbal communication and professional maturity.
• Consistently demonstrates and reinforces organizational values

PREREQUISITE: Maintain a positive supportive attitude, help to maintain an inclusive and supportive company culture!

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