JOB DESCRIPTION:
The Business Intelligence Specialist manages a diverse portfolio of business activities / reporting. This role is responsible to provide the design / development of complex presentations, reports, dashboards and scorecards to support business needs; ensures alignment of metrics across the organization. This role acts a technical working lead / resource to others. This role works closely with senior leadership on significant projects. Additionally, this role drives the streamline, healthiness, and simplification of the reporting stack, ensuring optimal efficiency and clarity.
POSITION OVERVIEW:
This position will support business intelligence for Retail Distribution LOB.
EDUCATION & EXPERIENCE:
- Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate’s degree preferred with either progressive project work experience, or;
- 5+ year of relevant experience; higher degree education and research tenure can be counted
PREFERRED QUALIFICATIONS:
- Programming Languages: Python, SQL, R
- Data Visualization & Dashboards: Power BI, Tableau
- Cloud Platforms: Microsoft Azure
- Statistical Analysis: R Studio, SAS; PySpark
- Version Control: Git
- Ability to design a dashboard
- Ability to utilize SAS/Google Analytics to visualize data and convey insights to stakeholders
CUSTOMER ACCOUNTABILITIES:
- Initiates and provides leadership, tactical / technical direction and planning input for all business relevant information
- Elicits information requirements and articulates those requirements in a manner that can be easily understood by other data and business partners
- Identifies data elements to address reporting requirements
- Streamlines and improves existing reporting to eliminate errors and redundancies
- Ad-hoc reporting and derived insight analysis as required to support internal and external business partners
- Provides on-going communications on project status and systems capabilities
- Leads on enterprise data visualization needs and ensures related activities to overall strategies are completed
- As the leading subject matter expert, provides advisory or consultative services for supported colleagues and/or businesses regarding multi-format data visualization techniques
SHAREHOLDER ACCOUNTABILITIES:
- Adheres to enterprise frameworks or methodologies that relates to activities for our business area
- Ensures respective programs / policies / practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities
- Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
- Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
- Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provides guidance for complex situations
- Conducts internal and external research projects; supports the development / delivery of presentations / communications to management or broader audience
- Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, makes recommendations, assesses the effectiveness of programs / policies / practices
- Monitors service, productivity and assesses efficiency levels within own function and implements continuous process / performance improvements where opportunities exist
- Leads / facilitates and/or implement actions / remediation plans to address performance / risk / governance issues
- Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
- Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
EMPLOYEE/TEAM ACCOUNTABILITIES:
- Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest
- Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
- Keeps current on emerging trends / developments and grows knowledge of the business, related tools and techniques
- Participates in personal performance management and development activities, including cross training within own team
- Keeps others informed and up to date about the status / progress of projects and/or all relevant or useful information related to day-to-day activities
- Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
- Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships
- Contributes to a fair, positive and equitable environment that supports a diverse workforce
- Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
PHYSICAL REQUIREMENTS:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
- Domestic Travel – Occasional
- International Travel – Never
- Performing sedentary work – Continuous
- Performing multiple tasks – Continuous
- Operating standard office equipment - Continuous
- Responding quickly to sounds – Occasional
- Sitting – Continuous
- Standing – Occasional
- Walking – Occasional
- Moving safely in confined spaces – Occasional
- Lifting/Carrying (under 25 lbs.) – Occasional
- Lifting/Carrying (over 25 lbs.) – Never
- Squatting – Occasional
- Bending – Occasional
- Kneeling – Never
- Crawling – Never
- Climbing – Never
- Reaching overhead – Never
- Reaching forward – Occasional
- Pushing – Never
- Pulling – Never
- Twisting – Never
- Concentrating for long periods of time – Continuous
- Applying common sense to deal with problems involving standardized situations – Continuous
- Reading, writing and comprehending instructions – Continuous
- Adding, subtracting, multiplying and dividing – Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
WHO WE ARE:
TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
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