Data Reporting Analyst

Equitable • Waterloo • 11h ago

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact; for our clients, our communities, and each other. The Opportunity: At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way. If you're looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged we’d love to connect. This role offers the chance to support the data analysis and reporting needs of the Individual Wealth business by sourcing, processing, and analyzing key data, while building and enhancing dashboards for business leaders. You will play a critical part in delivering actionable insights that drive decision-making and support experience monitoring and assumption reviews. Join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024 and be part of something that matters.

Position Title: Data Reporting Analyst Reports To: Director, Individual Wealth Finance Department: Individual Wealth Finance & Actuarial Term: Permanent Full-Time

Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.

What you will be doing:

Responsible for providing timely and accurate daily, month-end, quarter-end and year end financial and management reports Resident co-expert on the data used to support the Individual Wealth business Responsible for the accurate and timely data submissions for industry surveys Development and maintenance of adhoc reports to support the ongoing financial understanding of our business Supporting data needs for Individual Wealth experience monitoring and assumption reviews Analyze and reconcile data from multiple sources for interpretation Build dashboards and look for opportunities to automate and transition reports to self-serve Identify patterns, trends, outliers in data that could be valuable or actionable to improving Individual Wealth data and LOB Analyze and investigate data to identify potential gaps and anomalies Investigate, escalate and communicate findings as appropriate Provide recommendations and optimal solutions on potential efficiencies based on findings Preparing and gathering background material including data analysis and applicable trending analysis Liaison with business stakeholders for various data analytics projects, interpreting their data needs, providing relevant data, and resolving data issues. Help interpret findings related to these projects and recommend ongoing monitoring reports/dashboards. Participate in meetings and discussions pertaining to data, analytics and reports Perform other duties as assigned Develop and maintain monitoring and analytics reports, dashboards and Individual Wealth data Develop accurate and actionable reports for leaders in the business. Actively search for ways to further improve existing reports to support senior management’s decision-making process Respond to adhoc critical reporting needs of the business unit Analyze and interpret data to identify trends, patterns, anomalies, and opportunities for improvement Ensure data quality, accuracy, and consistency across all data sources and reports Answer questions and provide explanation on reports and insights produced

What you will bring:

University degree in Finance, Computer Science, Data Management, Business Administration, Mathematics, or related field or equivalent work experience. 3+ years demonstrated experience in quantitative analysis, data management techniques, data engineering techniques and processes, preferably in insurance Advanced knowledge of Finance, Insurance or Savings products is an asset Skills to effectively process, review and analyze qualitative and quantitative data and information Demonstrated ability to work with minimal supervision, managing time effectively to meet deadlines Excellent written and oral communication skills to effectively communicate complex information to senior leadership, as well as other business partners Superior analytical, organizational, and problem-solving skills Process-oriented, looking for ways to improve efficiency and ensure accuracy of reporting High level of accuracy and attention to detail Documentation & presentation skills Adaptable to change Solid Interpersonal skills Ability to manage time effectively, as projects/work demands change frequently Expert knowledge of Microsoft Excel, Microsoft Access, VBA & Power BI Working knowledge in data management in transactional/relational databases. MS SQL preferred Experience using data visualization or business intelligence tools Expert understanding of and ability to access, consolidate, and understand data from various data sources and generate actionable reports for stakeholders in the business What’s in it for you: A workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every day. A healthy work-life balance with employee wellness top of mind Annual bonus program, annual vacation allowance, and company-paid benefits program Generous vacation package with one volunteer day to give back to a charity of your choice Immediate enrollment in the company’s pension program with employer matching Employee resource groups that support an inclusive work environment Tuition support and specialized program assistance An onsite full-service cafeteria with a variety of daily options Discounts on company products and services, and access to exclusive employee perks Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment process, candidates may be asked to complete an assessment and will be required to undergo background screening, in accordance with company policy. This position is available due to an existing vacancy. We're dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us at careers@equitable.ca.