Sales Reporting Analyst – Manulife Bank

Job title:

Sales Reporting Analyst – Manulife Bank

Company

Manulife

Job description

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.Working ArrangementHybridJob DescriptionReporting to the Manager of Analysis and Reporting, the role of Sales Reporting Analyst will support aspects of Manulife Bank’s sales and data reporting requirements, including sales performance dashboards across all of the Bank’s product lines. This role will work closely with the Sales Leadership and collaborate with the Finance team, leveraging best practice in data analytics and reporting. The ideal candidate will have a strong background in data reporting, manipulation, and a demonstrated ability to solve analytical problems. Strong communication skills and stakeholder management to deliver insights and tell the story with data will be needed in this role.Individual AccountabilitiesData Reporting: Perform ad hoc analysis and communicate results to stakeholders in a clear and effective manner. Key areas of focus include sales sourcing, product splits, as well as analytics to support assumptions in business cases. * Performance dashboards: Maintain and improve Bank performance dashboards to provide insight and advise decisions on the sales channels as well as measure the success of strategic promotions and cross sell initiatives.

• Sales insights and pipeline forecasting to anticipate future sales volumes with considerations to internal pricing, competition, and macroeconomic factors.

Additional Accountabilities:

• Collaboration with Canadian Division customer data and segmentation initiatives:

• Liase with other areas in Canadian Division to leverage customer data and segmentation initiatives and best practice.
• Subject matter expertise:

• Develop deep subject matter expertise in all stages of the bank reporting process, including data extraction, analysis, interpretation, and validation.

What motivates you?You obsess about customers, listen, engage and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What we are looking for

• Minimum 5-years experience in an analytical environment manipulating large amounts of data (e.g. Data Analyst, Business/Operations Analyst or Statistician), preferably within a sales division of a financial institution. Banking or Financial Services experience is an asset
• Demonstrated experience with Salesforce, particularly building reports and dashboards to measure success and performance
• Business Intelligence experience, including the generation of analytical reports for internal or external customers.
• Demonstrated ability to communicate complex problems in a clear and concise manner to senior colleagues.
• Experience with the application of statistical principles in a business setting is an asset.
• Familiarity with computer programming concepts is an asset.

Technical Skills

• Experience in Salesforce, with certifications as an asset
• Experience with Power BI or Tableau
• Intermediate level Excel (Pivot Tables, vlookup, nested functions)
• Experience in a Datalake environment and Python is an asset

What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to youValues-first culture
We lead with our Values every day and bring them to life together.Boundless opportunity
We create opportunities to learn and grow at every stage of your career.Continuous innovation
We invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and Inclusion
We foster an inclusive work environment where everyone thrives.Championing Corporate Citizenship
We build a business that benefits all stakeholders and has a positive social and environmental impact.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .Salary & BenefitsThe annual base salary for this role is listed below.Primary Location Waterloo, OntarioSalary range is expected to be between $67,275.00 CAD – $112,125.00 CADIf you are applying for this role outside of the primary location, please contact for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.

Expected salary

Location

Waterloo, ON

Job date

Fri, 23 Aug 2024 23:45:35 GMT

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