You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Overview:
The Distribution organization is continuously evolving to meet market demands and is accelerating efforts to provide internal and external partners with greater visibility into our organizational capabilities, effectiveness, and performance. This role will be aligned to the Client Delivery Data & Reporting team to help provide data management, reporting, and analytics support across all facets of Sun Life Distribution towards achieving enhanced client satisfaction and sales growth.
The role’s primary responsibility is to partner with mid-level and senior leaders in the creation, monitoring, and delivery of critical management level reporting and operational data insights. The analyst will also be leveraged in the development of future state reporting tools and analytics capabilities, with a key focus on the migration of current excel based reports to dashboards. Data visualization expertise in Tableau and the ability to quickly master the functional data supporting the department’s business model will be paramount as the role develops into a critical SME resource for both managers and other analysts.
Qualifications:
- General Requirements:
- Bachelor’s degree in STEM, mathematics, quantitative, or business discipline
- 3-5yrs relevant experience
- Strong decision-making and problem-solving skills
- Ability to think creatively to resolve complex or non-routine reporting challenges
- Active listener with solid communication skills, both verbal and written
- Storyteller that can explain connections between data, performance goals, and outcomes
- Comfortable with autonomy and discernment of when to escalate issues to leadership
- Ability to work cross functionally and collaborate effectively with business partners
- Manage contributions effectively as part of a team and/or individual contributor
- Adaptable to changing organizational priorities and focus
- Strong command of time management and supporting critical ad-hoc data requests
- High level of accountability for accuracy and timeliness of deliverables
- Technical Skills:
- Tableau certified
- Good to have skills - Basic to Intermediate - Power BI, QliK , Salesforce platform ; Insurance industry experience
- Advanced Excel skills
- SQL (Basic to Intermediate)
- Experience with PowerPoint and Salesforce.com
- Data Analysis – Diagnostic/Descriptive (Basic to Intermediate)
- Data Modeling – Financial, staffing, scenario (Basic to Intermediate)*
- Strong analytical skills Experience with legacy data systems and
- Ability to aggregate and work with large, disparate data sets from multiple sources
- Forecasting/Projections (Basic to Intermediate)*
- Data Visualization (Basic to Intermediate - Power BI, QliK, Tableau Certified Preferred)
Core Responsibilities:
- Monthly/Weekly production level report development
- Data research, clean up, vetting, and aggregation
- Dashboard creation and maintenance
- Assist with productivity models and end of year analysis
- Create and maintain Client Relationship Services dashboards in support of our shared Clients
- Maintain Weekly Service Level Reporting for Client Relationship Services
- Analyze and develop recommendations for reporting and/or workflow processes
- Assist with development and maintenance of capacity/staffing models*
- Serve as a data consultant and/or SME for business unit initiatives*
Job Category:
Advanced AnalyticsPosting End Date:
29/05/2025
