Senior Strategy and Reporting Analyst
Top Benefits
About the role
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.
At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.
Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.
What’s in it for you as an employee of QFG?
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Work-life balance in a hybrid environment with at least 3 days in office
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment
This job posting is for an existing vacancy.
We’re looking for our next Senior Strategy and Reporting Analyst. Could It Be You?
The Senior Collections Reporting & Strategy Analyst is responsible for delivering accurate, timely, and insightful reporting while supporting the development and optimization of collections strategies. This role analyzes collections data, monitors key performance indicators (KPIs), and provides actionable insights to improve recovery rates, operational efficiency, and portfolio performance. The analyst partners closely with operations, risk, and analytics teams to evaluate collection strategies, design reports, and drive data-informed decision making. Additionally, the role leverages advanced analytics and Artificial Intelligence (AI) tools to enhance collections strategies, automate reporting and identify process improvement opportunities.
This role requires in-depth knowledge of the source data repositories across the enterprise and the expertise to summarize complex data models to create critical dashboards for senior management. The position plays an important role in using past performance to predict future performance and guide strategic decisions for the Enterprise Collections team.
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
- Manage and oversee the development and creation of the Enterprise Collection Team’s suite of BI Reporting and Dashboards and scorecards.
- Monitor key collections KPIs such as roll rates, delinquency trends, right-party contacts (RPC), promises to pay (PTP), cure rates, and recovery performance
- Analyze portfolio performance across delinquency buckets and identify key drivers impacting collections outcomes
- Support the development, testing, and optimization of collections strategies, including segmentation, treatment paths, and contact strategies using A/B testing
- Evaluate the effectiveness of collections strategies and recommend improvements based on data insights
- Partner with collections leadership to identify opportunities for operational improvements and enhanced recovery performance
- Analyze dialer and campaign performance to optimize contact rates, RPCs, and PTP conversion
- Support forecasting, capacity planning, and campaign performance tracking
- Ensure data accuracy, integrity, and consistency across reporting platforms and datasets
- Create and maintain documentation for reporting processes, data definitions, and strategy logic
- Translate complex data into clear insights and presentations for senior leadership and operational teams
- Support ad-hoc analysis requests from operations, risk management, and executive teams
- Collaborate with technology and data teams to enhance reporting infrastructure and automate manual processes
- Leverage Artificial Intelligence (AI) and advanced analytics tools to enhance strategy development, identify trends, and automate insights generation
- Be a self-starter in determining future reporting needs for the team.
So are YOU our next Senior Strategy and Reporting Analyst? You are if you…
- Have a Bachelor’s degree in Finance, Business, Statistics, Data Analytics, or equivalent work experience
- Have 2+ years of experience in analytics, reporting, or strategy within collections, credit risk, or financial services
- Have strong SQL and data querying skills (experience with platforms such as Databricks, GCP, Snowflake, or similar)
- Have proven experience with Microsoft Power BI. Experience with Python, R or similar programs. Experience with AI tools
- Have advanced proficiency in Excel and data visualization tools (e.g., Power BI, Tableau)
- Have strong analytical and problem-solving skills with the ability to interpret large datasets and translate findings into strategy recommendations
- Have experience in analyzing and optimizing collections strategies, dialer campaigns, and portfolio segmentation
- Have excellent communication skills with the ability to present insights clearly to leadership
- Have strong work ethic, curious and persistent determination in reviewing, and reconciling variances
- Have strong attention to detail and ability to manage multiple priorities in a fast-paced environment
Additional kudos if you…
- Have experience in banking, fintech, or consumer lending.
- Have knowledge of collections lifecycle management and delinquency management strategies
- Have experience with predictive modeling, behavioral scoring, or strategy testing frameworks (e.g., champion/challenger testing)
Compensation Information:
- Base salary range: $65,000 - $75,000
- The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.
Sounds like you? Click below to apply!
#LI-Hybrid
#LI-NK1
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.
Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.
Not the right fit? Search for Strategy and Reporting Analyst jobs in Toronto, ON
About Questrade Financial Group
Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. We empower Canadians by giving them better, more affordable ways to take control of their financial future by using cutting-edge technology to develop innovative products. Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the Questrade Group of Companies, with more financial products in development.
At Questrade, we care deeply about helping Canadians become much more financially successful and secure. We believe in infinite possibilities, not only for our customers but for those who build careers with us. Our exceptional culture and forward-thinking workplace policies make Questrade a great place to work and build a career. We are a collaborative, diverse team that shares the same sense of infinite opportunity. Our beliefs, values, and atmosphere make you feel part of something bigger than yourself.
Throughout our multiple worldwide offices, we are reshaping the way we work, offering flexible options that allow our people to work remotely, from the office, or a hybrid mix of both.
Whether you want to kick-start your career or accelerate it, Questrade is the place for you. We offer rich learning experiences and exciting career path possibilities. Here you will be challenged. You will make your path, constantly moving forward, bringing the future of fintech into existence.
Come shape your future at Questrade.
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Senior Strategy and Reporting Analyst
Top Benefits
About the role
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.
At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.
Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.
What’s in it for you as an employee of QFG?
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Work-life balance in a hybrid environment with at least 3 days in office
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment
This job posting is for an existing vacancy.
We’re looking for our next Senior Strategy and Reporting Analyst. Could It Be You?
The Senior Collections Reporting & Strategy Analyst is responsible for delivering accurate, timely, and insightful reporting while supporting the development and optimization of collections strategies. This role analyzes collections data, monitors key performance indicators (KPIs), and provides actionable insights to improve recovery rates, operational efficiency, and portfolio performance. The analyst partners closely with operations, risk, and analytics teams to evaluate collection strategies, design reports, and drive data-informed decision making. Additionally, the role leverages advanced analytics and Artificial Intelligence (AI) tools to enhance collections strategies, automate reporting and identify process improvement opportunities.
This role requires in-depth knowledge of the source data repositories across the enterprise and the expertise to summarize complex data models to create critical dashboards for senior management. The position plays an important role in using past performance to predict future performance and guide strategic decisions for the Enterprise Collections team.
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
- Manage and oversee the development and creation of the Enterprise Collection Team’s suite of BI Reporting and Dashboards and scorecards.
- Monitor key collections KPIs such as roll rates, delinquency trends, right-party contacts (RPC), promises to pay (PTP), cure rates, and recovery performance
- Analyze portfolio performance across delinquency buckets and identify key drivers impacting collections outcomes
- Support the development, testing, and optimization of collections strategies, including segmentation, treatment paths, and contact strategies using A/B testing
- Evaluate the effectiveness of collections strategies and recommend improvements based on data insights
- Partner with collections leadership to identify opportunities for operational improvements and enhanced recovery performance
- Analyze dialer and campaign performance to optimize contact rates, RPCs, and PTP conversion
- Support forecasting, capacity planning, and campaign performance tracking
- Ensure data accuracy, integrity, and consistency across reporting platforms and datasets
- Create and maintain documentation for reporting processes, data definitions, and strategy logic
- Translate complex data into clear insights and presentations for senior leadership and operational teams
- Support ad-hoc analysis requests from operations, risk management, and executive teams
- Collaborate with technology and data teams to enhance reporting infrastructure and automate manual processes
- Leverage Artificial Intelligence (AI) and advanced analytics tools to enhance strategy development, identify trends, and automate insights generation
- Be a self-starter in determining future reporting needs for the team.
So are YOU our next Senior Strategy and Reporting Analyst? You are if you…
- Have a Bachelor’s degree in Finance, Business, Statistics, Data Analytics, or equivalent work experience
- Have 2+ years of experience in analytics, reporting, or strategy within collections, credit risk, or financial services
- Have strong SQL and data querying skills (experience with platforms such as Databricks, GCP, Snowflake, or similar)
- Have proven experience with Microsoft Power BI. Experience with Python, R or similar programs. Experience with AI tools
- Have advanced proficiency in Excel and data visualization tools (e.g., Power BI, Tableau)
- Have strong analytical and problem-solving skills with the ability to interpret large datasets and translate findings into strategy recommendations
- Have experience in analyzing and optimizing collections strategies, dialer campaigns, and portfolio segmentation
- Have excellent communication skills with the ability to present insights clearly to leadership
- Have strong work ethic, curious and persistent determination in reviewing, and reconciling variances
- Have strong attention to detail and ability to manage multiple priorities in a fast-paced environment
Additional kudos if you…
- Have experience in banking, fintech, or consumer lending.
- Have knowledge of collections lifecycle management and delinquency management strategies
- Have experience with predictive modeling, behavioral scoring, or strategy testing frameworks (e.g., champion/challenger testing)
Compensation Information:
- Base salary range: $65,000 - $75,000
- The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.
Sounds like you? Click below to apply!
#LI-Hybrid
#LI-NK1
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.
Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.
Not the right fit? Search for Strategy and Reporting Analyst jobs in Toronto, ON
About Questrade Financial Group
Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. We empower Canadians by giving them better, more affordable ways to take control of their financial future by using cutting-edge technology to develop innovative products. Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the Questrade Group of Companies, with more financial products in development.
At Questrade, we care deeply about helping Canadians become much more financially successful and secure. We believe in infinite possibilities, not only for our customers but for those who build careers with us. Our exceptional culture and forward-thinking workplace policies make Questrade a great place to work and build a career. We are a collaborative, diverse team that shares the same sense of infinite opportunity. Our beliefs, values, and atmosphere make you feel part of something bigger than yourself.
Throughout our multiple worldwide offices, we are reshaping the way we work, offering flexible options that allow our people to work remotely, from the office, or a hybrid mix of both.
Whether you want to kick-start your career or accelerate it, Questrade is the place for you. We offer rich learning experiences and exciting career path possibilities. Here you will be challenged. You will make your path, constantly moving forward, bringing the future of fintech into existence.
Come shape your future at Questrade.