Business Analyst driving data management, process optimization, and transformation initiatives for iA Financial Group’s insurance, savings, and wealth management business. Facilitating stakeholder analysis, requirements, modeling, and UAT.
About the role
- ERP Data Analyst designing Excel and SQL reporting solutions for Velixo’s ERP software customers. Demonstrating product capabilities, developing reports, and training clients, partners, and colleagues.
Responsibilities
- Attend product demonstrations with prospective customers, answer technical questions and demonstrate complex functionalities
- Create proof-of-concept to highlight Velixo capabilities to prospective customers
- Gather and analyse customer requirements, identify and solve roadblocks, estimate project scope and write specification documents
- Develop customer reports based on specification documents
- Provide initial support to new users, guiding them through the product’s features and troubleshooting common issues
- Conduct comprehensive training sessions for clients, partners and colleagues
- Develop training materials and documentation tailored to different user skill levels
- Develop a deep understanding of Velixo and the ERP systems that Velixo integrates with
- Stay up-to-date with the latest industry trends in reporting techniques
Requirements
- Bachelor degree in finance, accounting, computer science or engineering
- 5+ years of experience in the enterprise software industry
- Advanced proficiency in Microsoft Excel, including data-enhancement functions, dynamic arrays, filters, conditional formatting, pivot tables, lambdas, and data sources
- Strong analytical mindset with a keen eye for detail
- Excellent communication and presentation skills to effectively convey complex information to clients
- Working knowledge of SQL to manipulate and extract data
- Familiarity with financial reporting and accounting basics
- Experience working in an ERP system, particularly Acumatica or Sage Intacct, is a plus
Benefits
- Competitive benefits package, including health insurance, RRSP plan, vacation and personal days
- Financial support for professional development courses to enhance skills and knowledge
- Opportunity for career growth within a collaborative and supportive work environment
- Growth and development opportunities
- Opportunities to excel in chosen field
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