Senior Revenue Operations Analyst

Picton Mahoney Asset ManagementToronto, ON
CA$75,000 - CA$85,000Hybrid

About The Position

At Picton Mahoney Asset Management (PICTON Investments), we are seeking a Senior Revenue Operations Analyst to join our Revenue Operations team. This role is crucial for supporting our sales organization by owning the reporting, dashboarding, and analytics that drive revenue growth across our three businesses. You will operate at the intersection of data, technology, and commercial strategy, transforming raw information into actionable insights that guide decision-making. This is a hands-on position requiring high ownership, where you will move beyond basic report generation to building impactful analytics. You will be responsible for recurring and executive reporting, refining dashboards, and enhancing our function's ability to deliver insights. There is a clear growth path towards leadership as our analytics capabilities expand.

Requirements

  • Demonstrated experience building and maintaining dashboards and data models in Tableau or PowerBI.
  • Advanced Excel proficiency, including complex formulas and comfort working with large, imperfect datasets.
  • Working knowledge of SQL, with the ability to query source data independently.
  • Experience with Salesforce reporting and an understanding of underlying data structures.
  • Strong data visualization skills and the ability to present analysis clearly and accurately.
  • Strong prioritization skills and the ability to manage competing demands.
  • A high standard of accuracy and attention to detail, appropriate to executive-level reporting.
  • Intellectual curiosity and a proactive approach to surfacing insight.

Nice To Haves

  • Background in financial services or asset management.
  • Exposure to a cloud data warehouse environment (e.g., Snowflake).
  • Experience mentoring or supporting junior analysts.

Responsibilities

  • Produce monthly executive reporting, including estimates and actuals, along with supporting analysis and commentary.
  • Prepare weekly sales strategy reporting, leaderboards, and KPI dashboards spanning our three businesses.
  • Develop executive-level reporting packages and presentations that support leadership decision-making.
  • Design, build, and maintain Tableau, Salesforce, and PowerBI dashboards, including the underlying data models.
  • Conduct trend analysis and develop revenue insights that inform commercial strategy.
  • Complete ad hoc analysis in support of the Director and the wider Revenue Operations function.
  • Support forecasting and quarterly commissions reporting, with the opportunity to assume full ownership over time.
  • Automate and streamline recurring reporting to improve accuracy, consistency, and turnaround.
  • Partner with our CRM Engineering team to improve data models and reporting logic, and help set the standard for trustworthy, decision-ready reporting.

Benefits

  • Profit sharing
  • Health and wellness coverage
  • Life and disability insurance
  • Paid time off
  • Holidays
  • Learning and development programs
  • Corporate fitness reimbursement and discounts
  • VersaFi memberships (formerly Women in Capital Markets)
  • PICTON Investment Counseling and portfolio management services
  • Volunteer and charitable donation matching
  • Maternity and parental leave top-up
  • Recognition awards
  • Semi-annual performance bonuses
  • Generous annual vacation entitlement (minimum of 15 days per year)
  • Training and development reimbursement
  • Extensive health and dental benefits
  • Healthcare spending account
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