Senior Analyst – Business Insights and Reporting
Top Benefits
About the role
Come join Home Trust Company as an
Senior Analyst – Business Insights and Reportingin 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!
Follow us on LinkedIn: Home Trust Company: My Company | LinkedIn
About Home Trust Company
We have been saying “Welcome Home” since the very first day we opened for business. For decades, our team of dedicated professionals has helped people put down roots, even when they thought it wasn’t possible. We have changed the way lending is done in this country and changed countless lives along the way.
Home Trust began in 1977 with a goal to help all Canadians achieve their goals. We have grown to become a leading financial services institution in Canada, but that’s not what matters most to us.
What matters is the mortgage broker who was able to help someone who wouldn’t otherwise qualify for a mortgage to purchase their first home. Or the business for self customer who was able to expand their operations. Or the newcomer to Canada with big dreams of building a new life.
The stories of our customers — those who turn to us, who put their hopes in us, who rely on us every day to find a way forward — are our motivation to succeed.
Visit hometrust.ca to learn how we we’re helping Canadians build their financial future.
Senior Analyst – Business Insights and Reporting
Top Benefits
About the role
Come join Home Trust Company as an
Senior Analyst – Business Insights and Reportingin 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!
Follow us on LinkedIn: Home Trust Company: My Company | LinkedIn
About Home Trust Company
We have been saying “Welcome Home” since the very first day we opened for business. For decades, our team of dedicated professionals has helped people put down roots, even when they thought it wasn’t possible. We have changed the way lending is done in this country and changed countless lives along the way.
Home Trust began in 1977 with a goal to help all Canadians achieve their goals. We have grown to become a leading financial services institution in Canada, but that’s not what matters most to us.
What matters is the mortgage broker who was able to help someone who wouldn’t otherwise qualify for a mortgage to purchase their first home. Or the business for self customer who was able to expand their operations. Or the newcomer to Canada with big dreams of building a new life.
The stories of our customers — those who turn to us, who put their hopes in us, who rely on us every day to find a way forward — are our motivation to succeed.
Visit hometrust.ca to learn how we we’re helping Canadians build their financial future.