Senior Data Analyst

Haventree BankToronto, ON
Hybrid

About The Position

Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits. We help hardworking Canadians from coast-to-coast achieve homeownership by offering flexible mortgage solutions. Our insured GIC deposits offer competitive rates and are available through a variety of wealth management platforms. Headquartered in Toronto, Ontario, Haventree Bank (Haventree) is a mission driven alternative mortgage lender. The name Haventree is representative of the bank’s mission to help its customers find a place of refuge and to lay down new roots for the future. Haventree exists to be a catalyst of financial security and upward mobility for Canadians who are underserved by the traditional financial system. Reporting to the Director, Corporate Finance and Analytics, the Senior Data Analyst plays a critical role in supporting decision-making processes at Haventree by leveraging data to provide insights and recommendations. This role involves working closely with cross-functional business teams to analyze data and develop insights, recommendations, and reporting to support business goals. The ideal candidate has a strong analytical background, business acumen, and the ability to communicate complex insights to various stakeholders.

Requirements

  • Financial Services or Mortgage Industry experience (Preferred)
  • Undergraduate or graduate degree in related field (Business, Mathematics, Engineering, etc)
  • 3-4+ years of experience in data analytics, information reporting, product strategy, or portfolio analysis
  • Experience in advanced SQL, data warehousing, and data visualization tools (such as Tableau)
  • Proficient with Microsoft Excel and Powerpoint
  • Understanding of and experience with Salesforce data models, including standard and custom objects, and the ability to build reports and dashboards and join data across objects is strongly preferred
  • Excellent analytical and problem-solving skills
  • Excellent written and oral communication skills
  • Experience with change management processes
  • Willingness and ability to adapt to a changing environment and responsibilities in a growing company
  • University degree in Business, Mathematics, Engineering or equivalent experience in related field
  • 3+ years of experience in data analytics, information reporting, product strategy, or portfolio analysis

Nice To Haves

  • Financial Services or Mortgage Industry experience
  • Understanding of and experience with Salesforce data models, including standard and custom objects, and the ability to build reports and dashboards and join data across objects

Responsibilities

  • Perform critical analysis to support Haventree Bank’s growth initiatives including business development efforts, innovation and new product launch
  • Experience in oral and written storytelling to share data driven insights in a clear, succinct manner
  • Data analysis and querying large datasets with SQL
  • Build and maintain reporting dashboards with Tableau and other tools
  • Strong partnering approach with a commitment to meeting business partners' expectations
  • Learn new applications and processes quickly with minimal direction
  • Work closely with cross-functional teams, including sales and operations, data engineering, technology, finance and treasury
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