Company: CGL
Department: Strategic Execution
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: This role operates in English.
The Opportunity:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.
As a Data & Reporting Analyst, you will play a key role in supporting project and portfolio decision-making through the development, administration, and optimization of data, reporting, and project portfolio management solutions. You will design and develop data models, reporting solutions, and interactive dashboards that effectively addresses business reporting needs to support delivering meaningful insights for strategic, financial and portfolio management and planning. We invite you to join us and help shape the future of project management within our organization!
How you will create impact:
- Administer and maintain project portfolio management platform (PPM Pro), including system configuration, user workflow management, reporting integration, and ongoing system support.
- Design and develop SQL-based data models, reporting solutions, and interactive Power BI dashboards to support business intelligence and decision-making.
- Able to work closely with business and technology partners to gather and document requirements for Data, Dashboard, and reporting needs around the organization's projects and initiatives.
- Autonomously manage and design reporting assets through enterprise tools (ie. Project Management tools, Excel and PowerBI) to enable easy and effective analysis and reports.
- Produce data and analytics to support ad-hoc requests on strategic and operational projects and initiatives with expert knowledge to extract, clean, reconcile and prepare the data required for the analysis.
- Able to autonomously perform descriptive and diagnostic analysis using recommended methods to improve information flows and views of project information with a solid understanding of project life cycles and impacts
To join our team:
- You have 2-5 years of experience in a project reporting, planning or portfolio management.
- You have an engineering mindset with a passion for puzzling information together to provide fact-based analysis.
- You are an expert in Microsoft Tools (i.e. Excel and Powerpoint) and knowledgeable on analytics tools and languages (e.g. MicroStrategy, PowerBI, SQL, SAS, Python, R, etc).
- You have the ability to do simple coding/programming for reporting.
- Experience working with of project management and planning tools e.g. Planview, Clarity, Monday.com, Oracle, SAP etc.)is an asset.
- You have a post-secondary education in Actuarial, Mathematics, Statistics, computer sciences or any other relevant field.
- Strong communication, time management, problem solving and attention to detail skills.
How you will succeed:
- You influence change and are committed to continuous improvement, in order to exceed client expectations.
- You leverage critical thinking skills to identify problems and proactively propose solutions.
- Your strong communication skills allow you to clearly convey messages.
- You’re an effective team player who shares knowledge to support our peers.
What you need to know:
- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
What’s in it for you?
- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give back to your community.
- In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
Salary information
Expected salary range $60,574 to $100,956
The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.
Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.
Skills Required
- 2-5 years of experience in project reporting, planning, or portfolio management
- Post-secondary education in actuarial studies, mathematics, statistics, computer science, or a related field
- Expertise with Microsoft Excel and PowerPoint
- Knowledge of analytics tools and languages such as MicroStrategy, Power BI, SQL, SAS, Python, or R
- Ability to perform simple coding or programming for reporting
- Strong communication, time management, problem-solving, and attention-to-detail skills
- Experience with project management and planning tools such as Planview, Clarity, Monday.com, Oracle, or SAP
- Successful completion of a background check
What We Do
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations. We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming. With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first. Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.
