Senior BI Data Analyst

Purpose Unlimited

Purpose Unlimited is an independent financial services innovator, focusing on providing cutting-edge, technology-driven solutions for underserved markets under the leadership of Som Seif. The company's comprehensive product platform includes Purpose Investments, Advisor Solutions, and Driven, all centered on fostering customer-centric growth and success.

In this role you can expect to have the responsibilities:

• Champion data initiatives to facilitate market-driven, customer-focused decisions.
• Manage the customer insight lifecycle, offering data-driven perspectives to improve client outcomes and enhance team efficiency.
• Analyze Salesforce sales data to extract actionable insights.
• Create and maintain dashboards and reports for KPIs and sales metrics.
• Partner with sales and marketing teams to identify data needs and craft solutions.
• Detect trends, patterns, and growth opportunities within data.
• Contribute to the establishment of data-driven decision-making practices.
• Ensure data integrity through regular audits and validation.
• Employ advanced analytics to address complex business challenges.
• Communicate findings and recommendations effectively to stakeholders.

This role comes with the following benefits:

• Recognition as one of Canada's Top Small & Medium Employers for 2023 & 2024.
• An engaging and innovative work culture.
• Flexible hybrid working model.
• Competitive compensation with equity options.
• Comprehensive health, dental, and life insurance benefits.
• Lifestyle Spending Account for wellness needs.
• Unlimited vacation days and flexible sick and mental health days.
• Paid parental leave with top-up for eligible employees.
• Generous Group RRSP matching and optional TFSA.
• Continuous development through training and tuition support.

This role requires you to have:

• Expertise in data-driven consumer insights and internal decision-making.
• Bachelor's degree in a related field such as Data Science, Statistics, or Computer Science.
• Proven experience in data analysis, particularly in sales or marketing settings.
• Proficiency with Salesforce, Salesforce reporting, and analytics.
• Strong technical proficiency in SQL, Excel, and data visualization tools like Tableau and Power BI.
• Excellent problem-solving and communication skills.
• Ability to operate independently and collaboratively.

You would benefit from having:

• Experience in wealth or asset management data.
• Understanding of machine learning and predictive analytics.
• Familiarity with programming languages such as Python or R.
• Knowledge of CRM systems and sales processes.

Purpose Unlimited is committed to facilitating an inclusive, barrier-free work environment and encourages applicants from diverse backgrounds. Accommodations are available at each recruitment stage upon request. The company adopts a hybrid work philosophy to promote flexibility and collaboration.