Senior Business Intelligence Analyst

* Work with the
** Head of Revenue Operations, BI and Analytics
** to deliver the BI roadmap for Canada and relevant Group entities.
* Translate business requirements into
** data, metric and reporting specifications**.
* Design and deliver
** standard reporting suites** (e.g. revenue, margin, client, product and channel performance).
* Ensure BI outputs are
** consistent with finance and accounting policies**, and where applicable reconcile to financial statements.
* Review and challenge existing KPIs and reports and propose
** enhancements to improve decision-making**.

- Work with technology, data engineering and
** Salesforce administrators
** to maintain
** reliable data pipelines
** from Salesforce, trading platforms, Workday and other systems into BI tools and data warehouse environments.

- Work with technology, data engineering and
** Salesforce administrators
** to maintain
** reliable data pipelines
** from Salesforce, trading platforms, Workday and other systems into BI tools and data warehouse environments.
* Contribute to and, where appropriate, lead
** cross-functional projects
** where data and analytics are key enablers.
* Maintain up-to-date knowledge of
** BI tools, AI/LLM capabilities, data platforms and visualisation practices**.
* Document and periodically review
** BI procedures, models and dashboards**.
* Demonstrate
** ownership and accountability
** for assigned tasks and deliverables.
* Good understanding of
** financial and commercial concepts** (e.g. revenue, margin, cost allocation, forecasting, KPIs).
* Ability to translate
** business questions
** into structured analytical and data requirements.
* Familiarity with
** data modelling, dimensional modelling, data quality and data governance**.
* Experience with
** large, complex data sets
** and reconciliation of data between systems (e.g. CRM, trading platforms, ERP/GL).
* Comfortable working in an environment that uses
** AI and LLM-based tools
** to enhance analysis and reporting, with a focus on
** validation, controls and explainability**.

- Typically,
** 3–6+ years’ experience
** in
** Business Intelligence, Data Analytics or a similar role**, preferably in
** financial services, payments, FX, banking or another regulated environment**.

- Experience working with
** CRM data**, ideally
** Salesforce**, including sales pipeline, opportunity stages and account hierarchies and their link to revenue reporting.
* ** Advanced Microsoft Excel
** skills, including formulas, pivot tables and ideally Power Query / Power Pivot.
* Strong experience with at least one
** modern BI tool
** such as
** Power BI, Tableau or similar** (Power BI preferred), including data modelling and interactive dashboard development.
* ** Practical experience with Salesforce
** as a key CRM and data source
* Working knowledge of
** SQL
* * for data extraction, transformation and validation.
* Familiarity with
** ERP / finance systems** (e.g. Workday, Oracle, SAP) and operational systems (e.g. trading or payments platforms) is an advantage.
* Experience with
** Python, R or similar
** for analysis or automation is desirable.
* Confident using
** AI tools and LLMs** (e.g. ChatGPT, Copilot or similar)
* Exposure to
** basic machine learning concepts or tools** (e.g. forecasting, clustering, propensity models) is an asset but
** not a core requirement**.
* Comfortable adopting new tools and technologies as the BI and AI landscape develops.
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