About the role
Join a dynamic and engaging team that thrives on collaboration, innovation, and growth. The Senior Associate role within our Technology Services Group is an exciting, transformative opportunity to lead meaningful projects across diverse industries, shaping the future of technology and digital transformation. If you’re passionate about solving complex problems, mentoring teams, and delivering practical technology-enabled solutions, this role is for you.
About Us
Optimus SBR is a leading management consulting firm and award-winning workplace where we help organizations get done what isn’t.
Our team of committed consultants takes swift action to deliver innovative, impactful results. As the largest independently owned Canadian management consulting firm, we are a place where people and culture come first. Our success is driven by attracting individuals who are insatiably Curious, Entrepreneurial Thinkers, Authentic, and Bold.
Our Awards and Recognitions:
- Best Workplaces™ in Canada National List 2026
- Best Workplaces™ with the Most Trusted Executive Team 2026
- Best Workplaces™ for Young Talent 2026
- Best Workplaces™ for Women 2026
- Best Workplaces™ in Professional Services 2025
- Globe and Mail – Canada's Top Growing Companies 2025
- Waterstone Human Capital - Canada’s Most Admired Corporate Cultures™ 2025
Culture is Everything. Period.
That’s why we’ve been consistently rated one of the best places to work in North America – and are one of the fastest growing. As a firm that was built on culture, we value our people and their growth. Each of us embody the entrepreneurial spirit and have something unique to contribute to the fabric of our organization. From employee-championed committees to celebratory events and learning paths, these are just a few of the ways we cultivate a positive and engaging work environment.
What’s in It for You?
- Growth Opportunities: Build your career through sophisticated clients, impactful projects, and continuous learning.
- Diverse Workplace: Collaborate with a team of professionals from unique backgrounds, fostering innovation and excellence.
- Flexibility and Autonomy: Enjoy the freedom to take ownership of your work, bring creative ideas to market, and drive meaningful results.
- Leadership Development: Develop your skills through two-way mentorship and career progression opportunities
Understand the business and its data
- Capturing business requirements, ensuring a comprehensive understanding of stakeholder needs while aligning with business objectives.
- Participating in working sessions with business stakeholders to understand measurement needs, data availability, and current gaps.
- Analyzing existing datasets, dashboards, and reporting to identify trends, patterns, drivers, and anomalies.
- Investigating changes in business performance, for example understanding why a metric has increased or decreased.
- Conducting practical, hands-on analysis to help the team understand business performance and identify areas requiring further investigation.
- Identifying and assessing industry/geographic trends, competitor strategies, and customer behaviour to anticipate opportunities and challenges.
Define how the business measures itself
- Supporting the development and refinement of new business metrics and measures.
- Working with stakeholders to determine how key business concepts should be measured, such as advisor capacity, digital adoption, channel migration, and other distribution-related outcomes.
- Assessing what data is currently available and determining how it can be combined or used to create meaningful measures.
- Developing practical proxies and assumptions where direct measures or complete data are not available.
- Defining the business logic behind metrics so that it can be carried consistently into data models, dashboards, and applications.
Turn analysis into insight the business can act on
- Translating analysis into clear implications and insights that can be used by the business.
- Acting as a thought partner to the core team as they develop new measures and analytical approaches, applying sound business judgement to recommend pragmatic approaches rather than becoming overly focused on detailed technical analysis.
- Developing charts, analytical views, dashboards, and reports that clearly communicate trends and findings, preferably using Tableau or Power BI.
- Developing in-depth commentary and insights, and creating compelling presentations that clearly communicate the data’s narrative.
- Taking complex information and turning it into a clear and understandable business story, using PowerPoint and other tools to communicate analytical findings and support discussions.
Depth here is welcome but not expected on arrival. You will work alongside data engineers and developers, and the emphasis of the role remains with the analysis above.
- Collecting, cleaning, and preprocessing large and diverse data sets from multiple sources.
- Extracting, transforming, and loading data from a wide range of data sources into staging datasets and ultimately into reporting and dashboard layers.
- Building and maintaining ingestion and transformation routines from source systems (including APIs, SaaS platforms, and relational databases) into a lakehouse or data warehouse.
- Developing dimensional data models and semantic layers that support self-serve reporting and consistent metric definitions.
- Guaranteeing the accuracy and accessibility of all valuable data.
- Contributing to the design and build of web application interfaces (including wireframes and form flows) that present analytics and capture structured business input, along with the backend and API services and role-based access behind them.
- Deploying changes through CI/CD pipelines across development, test, and production environments.
- Monitoring the health and performance of pipelines, reports, and applications; diagnosing production issues; and tuning query and caching behaviour so that what users see stays responsive.
- Supporting users, triaging reported issues, and coordinating fixes and releases.
- A degree in Business, Mathematics, Computer Science, or equivalent combination of education and industry experience.
- 6+ years of hands-on experience in a data analyst, data business analyst, or insight analyst role.
- Comfort working across the full analytical path (from the stakeholder conversation, to extracting and manipulating the data, to a finished insight) without needing each step handed off to someone else.
- Substantial experience in SQL, including joins, subqueries, basic clauses, and complex filter statements.
- Advanced Excel capability (including pivot tables, lookups, and complex formulas), with comfort extracting data from existing dashboards and reports in order to manipulate it, test different calculations, and understand trends.
- A demonstrable ability to break stakeholder requirements down into discrete steps, activities, and data, and then build them into stories that directly answer stakeholder inquiries.
- Proven experience in data analysis, visualization, and storytelling; developing meaningful and insightful presentations for various stakeholders.
- Experience developing or refining business metrics, including defining the business logic, proxies, and assumptions behind them.
- Strong communication skills, with the ability to explain analytical findings clearly, simplify complex analysis, and work collaboratively with a core delivery team.
- Excellent analytical, problem-solving, and evaluation skills.
- Superior consulting and client relationship management skills.
- Strong communication, collaboration, and interpersonal skills.
- Excellent facilitation skills and ability to present ideas and recommendations to various stakeholders.
- Strong writing, communication, and presentation skills.
- Sound business judgement, with the ability to maintain a business perspective and avoid getting unnecessarily deep into technical detail.
- Comfortable operating across a broad remit, with the judgement to know where to go deep and where a pragmatic answer is enough.
- Results-oriented individual with the ability to meet aggressive timelines.
- Innovative and dynamic, bringing an entrepreneurial spirit to our business.
- Strong work ethic, with the energy, enthusiasm, and commitment to develop their career.
Strength in any of these areas is an asset. None is a prerequisite, and we would rather see genuine depth in a few than passing familiarity with all.
- Banking or financial services experience, particularly analyzing business performance, customer behaviour, digital adoption, or distribution metrics.
- Prior experience in data-oriented requirements gathering and working with a data team.
- Experience with a leading data visualization platform (Tableau or Power BI), including level of detail expressions, table calculations, filtering order of operations, sets, groups, and parameterized calculations.
- Experience building and maintaining Power BI semantic models and DAX measures.
- A solid understanding of SQL, relational databases, and normalization.
- Experience with a cloud data platform such as Microsoft Fabric, including lakehouse and Delta tables, Dataflows Gen2, Data Factory pipelines, and notebook-based (PySpark/Python) transformation.
Recommended rather than required. These skills support our internal analytics applications, and the team can cover them where a candidate is stronger elsewhere.
- Front-end development with a modern JavaScript or TypeScript framework, and backend service development on Node.js.
- Experience with the Microsoft Azure application stack, such as Azure Static Web Apps, Azure Functions, Key Vault, and Application Insights.
- Experience implementing Microsoft Entra ID authentication and role-based authorization within a web application.
- Experience with CI/CD pipelines (Azure DevOps or GitHub Actions) for multi-environment application release.
- Experience diagnosing and tuning application performance, including query optimization, caching strategies, and cold-start behaviour in serverless environments.
- An eye for user experience and accessibility in data-rich interfaces.
- Experience across multiple delivery methodologies (e.g., waterfall, Agile).
- Previous technology advisory and management consulting experience.
- Project management experience.
- Executive presence and experience interacting with senior leadership, while retaining an ability to interact with all levels within the organization.
- CBAP, PMP, or other relevant designations (e.g., technology certifications); or equivalent experience.
Interview recording & AI notetakers
During the interview process, we may use transcription or AI notetaking tools. To protect privacy, legal compliance, and interviewer/candidate experience, the use of these tools is not permitted without your prior consent. We will ask for your consent and if you wish to decline, handwritten notes are welcome.
Compensation: Salary range is $100,000-$130,000 CAD
Salary ranges are designed to be competitive. Individual compensation is determined by skills, qualifications, and experience and is subject to negotiation and subject to the candidate meeting the specific requirements or the role. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.
A Taste of Some of the Great Benefits at Optimus
Financial
- Annual Bonus
- Retirement savings through our Group RRSP program
- Company equity for Managers and above
- Maternity and Parental Leave with top up compensation
Flexibility
- Work in a Hybrid model (when client projects permit)
- 12 Optimus Days paid
Health
- Top-tier health benefits
- Life & disability insurance
- Health Spending Dollars
Skills Required
- Degree in Business, Mathematics, Computer Science, or equivalent education and industry experience
- 6+ years of hands-on experience in data analysis, data business analysis, or insight analysis
- Ability to work across the full analytical path, from stakeholder discussions through data extraction, manipulation, and insight delivery
- Substantial SQL experience, including joins, subqueries, basic clauses, and complex filters
- Advanced Microsoft Excel skills, including pivot tables, lookups, and complex formulas
- Experience breaking stakeholder requirements into discrete activities and data elements, then developing stakeholder-focused stories
- Experience in data analysis, visualization, and analytical storytelling
- Experience developing or refining business metrics, including business logic, proxies, and assumptions
- Strong communication skills and ability to explain analytical findings clearly
- Excellent analytical, problem-solving, evaluation, facilitation, presentation, collaboration, and interpersonal skills
- Consulting and client relationship management skills
- Ability to meet aggressive timelines and maintain sound business judgment
- Banking or financial services experience
- Experience gathering data-oriented requirements and working with data teams
- Experience with Tableau or Power BI
- Experience with Power BI semantic models and DAX measures
- Understanding of SQL, relational databases, and normalization
- Experience with Microsoft Fabric, lakehouses, Delta tables, Dataflows Gen2, Data Factory pipelines, or PySpark/Python transformations
- Front-end development with JavaScript or TypeScript and backend development with Node.js
- Experience with Azure Static Web Apps, Azure Functions, Key Vault, or Application Insights
- Experience with Microsoft Entra ID authentication and role-based authorization
- Experience with Azure DevOps or GitHub Actions CI/CD pipelines
- Experience diagnosing and tuning application performance, including query optimization, caching, and serverless cold starts
- Experience across waterfall and Agile delivery methodologies
- Technology advisory or management consulting experience
- Project management experience
- Executive presence and experience interacting with senior leadership
- CBAP, PMP, or relevant technology certifications
What We Do
Optimus SBR works with leading firms to get done what isn’t. We’re an independent consultancy with a long track-record of delivering game-changing results for clients in the Financial Services, Government & Broader Public Sector, Health Care, Social Sector, Transportation, Energy, Travel and other industries. We built our firm to be everything typical consultancies are not. While our team may come from diverse backgrounds and fields of specialty, we all share a passion for growing businesses — primarily yours, and by extension, ours. Our functional practice areas include strategy, process management, program & project management, data & analytics, technology consulting, human capital, change management, and learning & development. For more information, please visit our website at http://www.optimussbr.com/
