Senior BI Analyst


Purpose Financial

Toronto, Montreal, Ottawa, Canada
Full Time
3y ago

Company Description

Purpose Financial is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Financial's businesses include Purpose Investments, Purpose Advisor Solutions, and Thinking Capital.

Who is Thinking Capital:

At Thinking Capital, we’re changing the landscape of financial technology!  Simply put, our mission is to empower Canadian small businesses through innovative financial services. At the heart of our offering is our digital experience, which is powered by our proprietary software platform, our real-time connections to a multitude of data sources, and our advanced data science models. We are squarely in the corner of owners and entrepreneurs, providing for them, and at the right moment, the financial support they need to grow and thrive.

Job Description

Senior Business Intelligence Analyst is responsible for both delivering business insights to the Thinking Capital business and working with engineering to maintain the data dictionary, ensure accuracy of data, and enable the availability of the underlying data infrastructure within Looker. Our analysts partner with various business units to address strategic and operational questions facing the business including customer behavior, performance measurement as well as product and marketing efficiency.

In short, this role helps us turn data into knowledge.

What you’ll do

  • Generate key strategic quantitative analyses of the Thinking Capital business to facilitate fact-based decision-making with a focus on return on investment.
  • Develop and maintain necessary dashboards, both automated and manual, across multiple data sets to provide insight and drive business decisions.
  • Apply your exceptional analytical and data manipulation skills to test hypotheses and deliver key business insights utilizing both Thinking Capital and external data sources.
  • Pioneering multiple projects at the same time. Offer analysis of existing and recommended projects, and selection of tools.
  • Taking project ownership and utilizing expertise in solving problems.
  • Analyze findings and offer action-driven recommendations and insights to executive leaders and managers based on results.
  • Provide guidance on data governance, data quality, and master data management best practices.
  • Mentoring BI Analysts in Business Intelligence and Risk practices.
  • Act as a liaison between Finance, Technology, and Risk Departments, to ensure clear communication and expectations are defined and met.


  • Bachelor’s degree in Business, Mathematics, Statistics, Management, Technology, or other quantitative fields.
  • Minimum of five years related practical and relevant work experience.
  • A plus if you have experience with BI tools: Looker, Snowflake, DBT, Jupyter.
  • Experience in data manipulation and analysis as well as business intelligence, with significant experience in designing and developing reports, dashboards, and insights.
  • Experience in reports, dashboards, and OLAP cube development.
  • Skilled at analyzing data and identifying potential business-related insights.
  • Experience with BI platforms (Tableau, Looker, or any other).
  • Good knowledge of Structured Query Language (SQL).
  • Object-oriented programming experience is an asset; (Java, Python, JavaScript).
  • Advanced knowledge of MS Office.
  • Ability to manage end-to-end processes from requirements gathering, scoping analysis, mock generation, quality control to final delivery.
  • Outstanding skills in finding a resolution to complicated problems while performing independently in a multifaceted and fast-paced dynamic environment.
  • Unique skills in generating efficient, reliable working relationships with stakeholders and decision-makers.
  • Experience in the finance industry is a bonus.

Additional Information

Why you should join us?

 We believe in innovation and vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism

We believe in flexibility – A flexible hybrid work model that empowers you to do your best work whether at home or at the office

We care about your rewards - Competitive compensation including bonuses & equity programs

We care about your health – comprehensive group health, dental benefits, and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs

We care about your quality of life -  A flexible paid-time-off policy with unlimited vacation days, flexible sick and mental health days

We care about your family - Paid parental leave for eligible employees with top-up

We care about your future – Generous Group RRSP matching and TFSA program in Purpose funds

We care about your development – We offer training opportunities and tuition support year-round. 

Purpose Financial is an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the Talent team. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future work philosophy will be a hybrid model allowing for flexibility and collaboration.

For safety reasons, Purpose Financial has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

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Onkar By: Onkar