Senior Analyst, Client Insights

Mackenzie Financial Corporation•Winnipeg, MB

1d•CA$65,500 - CA$91,000•Hybrid

About The Position

The Senior Analyst, Client Insights provides analytical support, reporting expertise and meaningful insights that help leadership make informed decisions. The role requires strong analytical thinking, the ability to simplify complex data, and the confidence to engage directly with stakeholders at all levels. The analyst owns recurring reporting, develops dashboards, and leads or contributes to analytical projects that improve the client and advisor experience.

Requirements

Strong analytical skills with experience transforming complex data into actionable insights.
Proficiency with business intelligence tools (e.g., Power BI & Looker).
Proficiency with SQL
Ability to validate data, diagnose reporting issues and recommend solutions.
Data storytelling is required and considered a core competency.
Clear, concise communicator able to tailor messages to senior audiences.
Strong ability to structure insights and provide well‑supported recommendations.
Demonstrated ability to prioritize effectively in a fast‑paced environment.
High attention to detail and strong execution discipline.

Nice To Haves

Power Apps, Power Automate, Python and R script knowledge are considered an asset.

Responsibilities

Translate raw data into meaningful insights, visualizations and recommendations for business partners.
Develop, enhance and maintain dashboards and recurring reports used by senior leaders.
Conduct ad‑hoc analyses to address emerging questions related to client and advisor experience.
Prototype and test new analytical approaches; refine outputs based on feedback.
Manage end‑to‑end delivery of recurring reporting cycles, including data collection, validation and quality assurance.
Coordinate inputs from multiple stakeholders to ensure reports are accurate and delivered on time.
Troubleshoot data or automation issues and collaborate with Technology teams when required.
Work with cross‑functional partners to gather requirements, understand business needs and align on analytical deliverables.
Present insights clearly and confidently to leaders, including Directors and VPs.
Build trusted relationships as a reliable resource for data‑driven decision‑making.
Identify opportunities to enhance existing dashboards and reporting processes.
Recommend and implement improvements that increase efficiency, clarity or business value.
Coach junior analysts, interns and rotational staff by reviewing work, guiding requirement collection and supporting review sessions.
Contribute to team planning and recruitment activities, as needed.