Business Insights Analyst analyzing TD Insurance claims data, trends, and KPIs for TD Insurance. Delivering actionable reporting and recommendations to operational, actuarial, and executive stakeholders.
About the role
- Senior Financial Analyst supporting McCarthy Tétrault, a Canadian law firm, with financial reporting, rate analysis, budgeting, and business insights. Automating BI reporting and informing pricing and operational strategy.
Responsibilities
- Capture, use, and analyze financial data for financial reporting and strategic business initiatives
- Support the Management Team with data gathering and analysis for annual standard and non-standard rate setting
- Maintain special rates for clients and matters, and rates for new timekeepers
- Contribute to revenue budgeting and forecasting processes
- Conduct annual attorney admissions and bonus analysis
- Gather data, perform productivity and rate analysis, and assist with executive-level presentations
- Conduct external research and analyze Firm results against available benchmarking information
- Develop and maintain revenue and rates reporting templates
- Produce regular monthly and quarterly reports, as well as ad hoc reports, on Firm, practice, region, industry group, timekeeper, client, and matter/case revenue results
- Support development and automation of reports
- Enable self-serve reporting capabilities through BI tools or SharePoint
- Provide actionable recommendations to influence pricing decisions and operational strategy
Requirements
- Minimum of 3 years of related work experience post-graduation
- 3–5 years of related work experience post-graduation
- Bachelor’s degree in a related field, such as Accounting, Finance or Business Administration
- Accounting designation, Master’s Degree (MBA) or Master’s in a related field completed or working towards completion strongly preferred
- Advanced skills in MS Excel and BI tools for query and visualization
- Experience with SQL, VBA, Power BI, and Iridium strongly desired
- Familiarity or experience with practice management applications such as Aderant Expert is an asset but not required
- Outstanding analytical and problem-solving skills
- Strong written and communication skills
- Ability to establish strong working relationships and obtain buy-in on common goals
- Very strong time management and organizational skills
- Ability to juggle multiple competing priorities and work under pressure to meet deadlines
- Innovative, proactive, and forward-thinking mindset
- Commitment to end-user requirements and continuous improvement
- Proven aptitude for learning new applications
Benefits
- Outstanding benefits from day one, including insurance premiums paid by the Firm
- Wellness and technology reimbursements
- Competitive compensation
- Paid overtime
- Generous time off
- A day off to volunteer
- A day off for your birthday
- Professional development and growth opportunities
- Two-way feedback culture
- Strong community involvement
- Commitment to equity, diversity and inclusion
- Collaborative, cohesive culture
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Business Insights Analyst II at TD Insurance, part of Canada’s largest financial institutions. Supporting analytics operations and colleagues onsite in Montréal.
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