SENIOR ANALYST, BUSINESS PLANNING AND OPERATIONS SUPPORT

Posted 5 Days Ago
Be an Early Applicant
Montréal, QC, CAN
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Develop and maintain forecasting models using Excel and SQL, generate BI insights, recommend performance measurement frameworks and incentives, analyze results to identify gaps and drive improvements, optimize annual planning, ensure data accuracy, present findings to senior leadership, and lead continuous improvement of performance and planning processes.
Summary Generated by Built In

We are banking at another level.

Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:

  • Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few   

  • In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1

  • A hybrid work model that truly balances work and personal life

  • Opportunities for learning, training and development, and much more... 

Explore the BDC Way in our Culture Book


POSITION OVERVIEW

At BDC, the only bank dedicated exclusively to Canadian entrepreneurs, you will support the performance and planning strategy of client-facing business lines under the COO. You will develop forecasting models and actionable insights to guide operational and corporate decisions. Your work contributes directly to the success of Canadian businesses. We value inclusion, equity, and the ability to be yourself at work.


CHALLENGES TO BE MET


  • Develop and maintain forecasting models using Excel and SQL to support performance monitoring and strategic planning.
  • Generate insights and provide business intelligence expertise; collaborate with partners to design and implement strategies that meet performance objectives.
  • Recommend performance measurement frameworks and incentive programs aligned with field operations and corporate goals.
  • Analyze business results to identify performance gaps; design and drive actionable improvement plans.
  • Optimize annual planning processes (resource allocation, market potential, target setting, variance analysis).
  • Oversee data collection and analysis from internal and external sources; ensure data accuracy, consistency, and efficiency.
  • Deliver insights and recommendations to senior management to inform decisions on performance and corrective actions.
  • Prepare clear, structured presentations for senior leadership using effective storytelling and data visualization.
  • Drive continuous improvement in processes and tools related to performance and planning activities.

WHAT WE ARE LOOKING FOR


Required Qualifications

  • Bachelor’s degree in Finance, Mathematics, Business Intelligence, Economics, Engineering, or a related field.
  • Minimum 7 years of experience in business intelligence, performance measurement, operations, or strategy.
  • Proficiency in SQL (Structured Query Language).
  • Advanced proficiency in Microsoft Excel (e.g., modeling, pivot tables) and PowerPoint; working knowledge of Microsoft Word.
  • Demonstrated experience in data analysis, financial analysis, and problem-solving.
  • Experience developing forecasts, performance dashboards, and variance analysis.
  • Ability to analyze large datasets and translate findings into actionable recommendations.
  • Ability to work under pressure, manage multiple priorities, and meet tight deadlines.
  • Strong organizational skills and attention to detail.
  • Strong communication skills; ability to gather requirements and present insights to stakeholders.
  • Fluent in French and English (spoken and written).

Preferred Qualifications

  • Master’s degree in Business Analytics or a related field.
  • Experience in the financial services industry (e.g., banking, lending, credit, underwriting).
  • Knowledge of Python and/or R for data analysis.

Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at [email protected].

While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.

Skills Required

  • Bachelor's degree in Finance, Mathematics, Business Intelligence, Economics, Engineering, or a related field
  • Minimum 7 years of experience in business intelligence, performance measurement, operations, or strategy
  • Proficiency in SQL (Structured Query Language)
  • Advanced proficiency in Microsoft Excel (modeling, pivot tables)
  • Advanced proficiency in Microsoft PowerPoint
  • Working knowledge of Microsoft Word
  • Demonstrated experience in data analysis, financial analysis, and problem-solving
  • Experience developing forecasts, performance dashboards, and variance analysis
  • Ability to analyze large datasets and translate findings into actionable recommendations
  • Ability to work under pressure, manage multiple priorities, and meet tight deadlines
  • Strong organizational skills and attention to detail
  • Strong communication skills; ability to gather requirements and present insights to stakeholders
  • Fluent in French and English (spoken and written)
  • Master's degree in Business Analytics or a related field
  • Experience in the financial services industry (banking, lending, credit, underwriting)
  • Knowledge of Python and/or R for data analysis
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The Company
Montréal, , Quebec
4,498 Employees
Year Founded: 1944

What We Do

We are BDC, the bank for Canadian entrepreneurs. Our mission is to help create and develop strong Canadian businesses through financing, consulting services and securitization, with a focus on small and medium-sized enterprises. Through our subsidiary—BDC Capital, we also offer a full spectrum of specialized financing, including venture capital, equity as well as growth and business transition capital. BDC, Canada’s first B Corp bank. B Corps are certified Beneficial companies. Their purpose is to create value for society as well as money. They meet high standards of transparency and accountability, and create positive social and environmental benefit. Learn more at www.bcorporation.net. Social Media Community Guidelines: https://www.bdc.ca/EN/about/social_media/Pages/social-media-guidelines.aspx

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