Senior Business Analyst, Scotia Jarislowsky Fraser

Senior Business Analyst, Scotia Jarislowsky Fraser

Requisition

Purpose of Job
The Senior Business Analyst at Scotia Jarislowsky Fraser (SJF) is responsible for the effective development, design and implementation of the core data management and analytical processes of the business. Areas of focus include management/sales staff reporting and analytics used to inform and monitor key growth and sales initiatives. The role involves increasing customer profitability, driving growth, and producing a central repository of high‑quality information to support strategic initiatives.

• Leverage source systems and databases for direct data/information extracts
• Identify alternative information sources
• Compile and consolidate data/information from multiple sources
• Gather information through interviewing, questionnaires, source documents, and liaising with other departments and key stakeholders
• Organize the data collected in a clear, consistent manner

• Ensuring a robust understanding of the underlying information and systems to identify inconsistencies within data sources
• Addressing systematic issues when required to improve the accuracy of direct data extraction
• Taking corrective measures when necessary to correct and validate raw data

• Conducting independent analysis by reviewing, monitoring and analyzing large sets of data to derive trends and important developments
• Identifying and investigating issues to ensure validity of conclusions

• Formulating conclusions and providing recommendations to Senior Management based on analysis
• Ensuring the analysis is clear, logical, accurate and properly documented

• Business results reporting in the form of robust dashboards (Power BI) leveraging key performance indicators
• Client management reporting for sales staff to assist in client relationship management and sales prospecting efforts
• Compliance adherence reporting

• Formulate conclusions and provide recommendations to Senior Management based on analysis
• Ensure the analysis is clear, logical, accurate and properly documented
• Track and monitor progress and levels of success (sales trending) by developing and implementing key performance indicators and maintaining a clear monitoring process

• Track and monitor results and assist in applying parameters/drivers of the compensation plans for measurement
• Calculate and reconcile compensation factors for purposes of payment
• Calculate and reconcile quarterly performance scores
• Review and validate accurate and transparent measurement
• Develop and maintain distribution procedures of payment information and supporting data
• Leverage repository of client and financial results to investigate payments if required
• Maintain database of non‑standard measures that need to be tracked and actioned on a quarterly basis

• Co‑ordinate the development and launch of key initiatives with end users and stakeholders
• Liaise with and coordinate internal departments to resolve issues being encountered with field staff
• Identify and develop tools and resources to assist SJF relationship managers in delivering an outstanding client experience
• Respond to daily and ad‑hoc inquiries from Relationship Managers and regional and market leadership teams

• Participate actively in team learning development activities and team performance achievements
• Build effective working relationships across the team and with various business lines and corporate function contacts
• Maintain a high level of customer service
• Facilitate a culture of open and honest communication
• Actively participate and contribute to touch‑bases and team meetings
• Encourage the generation of new ideas and approaches
• Actively share…