*** THIS ROLE IS WITH OUR CLIENT IN THE BANKING INDUSTRY***

Title: Business Analyst I

Duration: 9 months with potential to extend or convert

TYPE: Hybrid (2 days in Toronto Office)

MUST HAVE:

2 years in a similar BA role
5+ years of experience in financial reporting, process documentation, training course creation or similar roles (preferably within the financial services industry)
Familiarity with EFTR compliance and reporting requirement is highly desirable.
Proven experience working with cross-functional teams in a regulated environment.
Strong experience creating and presenting reports to senior leadership and stakeholders.
Strong knowledge of process mapping, procedure writing, creating job aids and reporting.
Familiarity with process automation tools and techniques.
Experience in providing quality control support and process improvement initiatives.
Self-driven and motivated to learn
Able to work independent but also work as part of a team.
Undergraduate degree completed.

NICE TO HAVE:

Previous banking experience (international included)
Professional education or certifications
Business writing experience.

SUMMARY OF DAY-TO-DAY RESPONSIBILITIES

- Manage and document the EFTR process from end to end, ensuring that all established standards, guidelines, and processes are well documented.

- Conduct quality reviews of EFTR reports, ensuring accuracy and compliance. Resolve discrepancies and collaborate with stakeholders to gather additional information as needed.

- Assist in the creation and maintenance of procedures for EFTR reporting ensuring that they are up-to-date and aligned with internal and regulatory requirements.

- Develop and maintain daily, weekly, and monthly dashboards and reports for the EFTR team and senior management, utilizing Excel and Power BI for data analysis, visualization, and reporting.

- Ensure that reports provide actionable insights and meet the needs of senior leadership and stakeholders.

- Continuously improve the reporting process to enhance efficiency, clarity, and data-driven decision makings.

- Lead initiatives to improve the EFTR reporting process, focusing on automation, efficiency gains and standardization of workflows.

- Identify opportunities for process automation and assist in the development and implementation of automated solutions to streamline EFTR reporting.

- Establish and maintain strong working relationships with internal stakeholders, providing ongoing communication on EFTR compliance, reporting updates and process improvements.

- Develop and deliver presentations to senior management and key stakeholders, articulating progress, process improvement and insights derived from the reporting data.

- Course development and content creation: Design, develop and implement engaging eLearning courses and training materials.

- Reporting new system issues and liaising with Technlogy team for the timely resolution.

- Provide ongoing support for EFTR Project Phase 2 of the project, collaborating with cross-functional teams to ensure smooth implementation and alignment with project goals.

- Review, monitor and assist in the development and execution of quality control processes to ensure the accuracy and reliability of project deliverables.

How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.

Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Robertson & Company Ltd.

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