Apex Systems, Inc. Header

Technical BI Analyst – P&BB Sales Performance & Reporting

Toronto, ON
Contract

Job Description

Job#: 3037508

Job Description:


Technical BI Analyst – P&BB Sales Performance & Reporting

This role will be responsible to identify opportunities for P&BB banking sales roles including but not limited to Branch Bankers, Financial Planners, Mortgage Specialists/Advisors, etc. Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use. Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools for the development of the business strategy.

Key Responsibilities:

  • Acts as a trusted advisor to assigned business/group.
  • Leads the design, development, and implementation of analytic solutions.
  • Identifies emerging issues and trends to inform decision-making.
  • Recommends and implements solutions based on analysis of issues and implications for the business
  • Ensures alignment between stakeholders about business needs and data needs.
  • Ensures alignment between stakeholders about business needs and data needs.
  • Leads/participates in the design, implementation and management of new analytics & reporting solutions.
  • Designs, develops, and implements innovative analytical solutions.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Breaks down strategic problems, and analyses data and information to provide subject matter insights and recommendations.
  • Structures and assembles data into multi-dimensions with various granularities (e.g., demographics, customers, products, transactions).
  • Cleanses, manipulates, and transforms data through programming / scripting for model training and validation.
  • Automates validation tests to improve quality and efficiency of the validation process.
  • Validates and tests models used in analytics and reporting to assess/address performance and compliance.
  • Conducts various pre-implementation and post-implementation analyses to estimate/measure business impact caused by model adoption (e.g., revenue increase, cost reduction, corporate brand image).
  • Promotes reporting automation, self-serve analytics consumption, and the culture of analytics-driven decision making.
  • Monitors and tracks tool performance, user acceptance testing, and addresses any issues.
  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
  • Designs, develops, and implements innovative analytical solutions.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Builds reports and visualizations to effectively communicate data driven insights to users for a variety of audiences e.g. visualization solutions of data into reports, graphics, dashboards to illustrate facts, trends, and insights.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Supports development and execution of strategic analytics & reporting initiatives in collaboration with internal and external stakeholders.
  • Analyzes data and information to provide subject-matter insights and recommendations.
  • Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
  • Documents and maintain operational procedures and processes relating to analytical and reporting processes.
  • Builds effective relationships with internal/external stakeholders.
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Focus is primarily on business/group within the bank’s Personal & Business Banking; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Post-secondary degree in Mathematics, Statistics, Computer Science, Engineering, or a related field of study. Advanced degree preferred.
  • 2-3 years’ work experiences in data manipulation and analysis. Familiarity with the banks Investment and Home Financing products is a plus.
  • Proficiency in MS Office products (Word, Excel, PowerPoint, etc.)
  • Knowledge and experience in data preparation, data analysis, and statistical tool sets including but not limited to SQL, SAS, Power BI, SSRS.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Strong verbal & written communication skills.
  • Collaboration & team skills.
  • Analytical and problem solving skills.
  • Influence skills.
  • Data driven decision making.


Working Model: Hybrid (2 days onsite per week)

Location: Toronto, ON

Engagement Type: Contract

EEO Employer

Everforth Apex Systems is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. Everforth Apex Systems will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.


Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex Benefits Overview: In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.

VEVRAA Federal Contractor.
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.

PDN-a1f87a9e-63c8-44da-bf04-2dd0b8b2b64c

Job#: 3037508

Job Description:


Technical BI Analyst – P&BB Sales Performance & Reporting

This role will be responsible to identify opportunities for P&BB banking sales roles including but not limited to Branch Bankers, Financial Planners, Mortgage Specialists/Advisors, etc. Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use. Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools for the development of the business strategy.

Key Responsibilities:

  • Acts as a trusted advisor to assigned business/group.
  • Leads the design, development, and implementation of analytic solutions.
  • Identifies emerging issues and trends to inform decision-making.
  • Recommends and implements solutions based on analysis of issues and implications for the business
  • Ensures alignment between stakeholders about business needs and data needs.
  • Ensures alignment between stakeholders about business needs and data needs.
  • Leads/participates in the design, implementation and management of new analytics & reporting solutions.
  • Designs, develops, and implements innovative analytical solutions.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Breaks down strategic problems, and analyses data and information to provide subject matter insights and recommendations.
  • Structures and assembles data into multi-dimensions with various granularities (e.g., demographics, customers, products, transactions).
  • Cleanses, manipulates, and transforms data through programming / scripting for model training and validation.
  • Automates validation tests to improve quality and efficiency of the validation process.
  • Validates and tests models used in analytics and reporting to assess/address performance and compliance.
  • Conducts various pre-implementation and post-implementation analyses to estimate/measure business impact caused by model adoption (e.g., revenue increase, cost reduction, corporate brand image).
  • Promotes reporting automation, self-serve analytics consumption, and the culture of analytics-driven decision making.
  • Monitors and tracks tool performance, user acceptance testing, and addresses any issues.
  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
  • Designs, develops, and implements innovative analytical solutions.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Builds reports and visualizations to effectively communicate data driven insights to users for a variety of audiences e.g. visualization solutions of data into reports, graphics, dashboards to illustrate facts, trends, and insights.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Supports development and execution of strategic analytics & reporting initiatives in collaboration with internal and external stakeholders.
  • Analyzes data and information to provide subject-matter insights and recommendations.
  • Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
  • Documents and maintain operational procedures and processes relating to analytical and reporting processes.
  • Builds effective relationships with internal/external stakeholders.
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Focus is primarily on business/group within the bank’s Personal & Business Banking; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Post-secondary degree in Mathematics, Statistics, Computer Science, Engineering, or a related field of study. Advanced degree preferred.
  • 2-3 years’ work experiences in data manipulation and analysis. Familiarity with the banks Investment and Home Financing products is a plus.
  • Proficiency in MS Office products (Word, Excel, PowerPoint, etc.)
  • Knowledge and experience in data preparation, data analysis, and statistical tool sets including but not limited to SQL, SAS, Power BI, SSRS.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Strong verbal & written communication skills.
  • Collaboration & team skills.
  • Analytical and problem solving skills.
  • Influence skills.
  • Data driven decision making.


Working Model: Hybrid (2 days onsite per week)

Location: Toronto, ON

Engagement Type: Contract

EEO Employer

Everforth Apex Systems is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. Everforth Apex Systems will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.


Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex Benefits Overview: In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.

VEVRAA Federal Contractor.
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.

PDN-a1f87a9e-63c8-44da-bf04-2dd0b8b2b64c

About Apex Systems, Inc.

Apex Systems is a world class technology services business that incorporates industry insights and experience to deliver solutions that fulfill our clients’ digital visions. We provide a continuum of service from workforce mobilization and modern enterprise solutions to digital innovation to drive better results and bring more value to our clients. Apex transforms our customers with modern enterprise solutions tailored to the industries we serve. Apex has a presence in over 70 markets across the US, Canada, and Mexico.

Apex is a segment of ASGN Inc. (NYSE: ASGN). To learn more, visit www.apexsystems.com.


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Apex Systems, Inc.
Technical BI Analyst – P&BB Sales Performance & Reporting
Apex Systems, Inc.
Toronto, ON
Jun 8, 2026
Contract
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