SENIOR ADVISOR, PERFORMANCE INSIGHTS & BUSINESS PLANNING

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Montréal, QC
In-Office
Fintech • Payments • Financial Services
The Role

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

 

The Senior Advisor, Performance Insights and Business Planning plays a key role in all activities pertaining to all client facing business lines under the COO and ensuring alignment with the Bank’s overall performance & planning strategy.  More specifically, this role will be responsible for the development of forecasting models and insights supporting operational and corporate strategy and performance planning.

 

CHALLENGES TO BE MET

  • Develop advanced analyses and forecasts using Excel and SQL to support performance monitoring and strategic planning.

  • Drive insights, providing business intelligence expertise and collaborating with partners to design and implement strategies that achieve performance goals.

  • Prepare recommendations on performance measurement frameworks and incentive programs, ensuring alignment between field operations and corporate objectives.

  • Analyze business results to identify performance gaps and design actionable plans to address deficiencies and drive improvement.

  • Enhance annual planning processes by optimizing resource allocation, market potential, targets  and variances between actual and targeted outcomes.

  • Oversee data collection and analysis from internal and external sources, ensuring accuracy and efficiency.

  • Deliver insights and recommendations to senior management to guide decisions on performance monitoring and corrective actions.

  • Prepare compelling presentations for senior leadership using strong storytelling techniques to clearly communicate insights, recommendations, and business impact.

  • Drive continuous improvement in operational efficiency within performance and planning activities to maximize the team’s impact and strategic contribution.

WHAT WE ARE LOOKING FOR

  • Bachelor’s degree in finance/mathematics /business intelligence/economics/engineering or related field

  • Minimum of 7 years’ experience in business intelligence, performance measures, operations, strategy.

  • Master in Business Analytics or related field an asset

  • Experience in the financial services industry considered an asset

  • Excellent knowledge and experience in SQL

  • Excellent knowledge of Excel, PowerPoint, and Word

  • Strong financial, problem-solving, detail oriented and data analytical skills

  • Ability to grasp new concepts quickly, to collate information and to manage ambiguous situations and quickly understand new concepts

  • Strong ability to work under pressure in a fast-paced environment; excellent organizational skills; and ability to manage time, prioritize and meet tight deadlines

  • Knowledge of Python and R are both an asset

  • Interpersonal skills and ability to effectively obtain information and communicate issues and requests to others

  • Fluently bilingual in French & English

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.

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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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