Overview
Skills
Job Details
Job Title: Senior Reporting Data Analyst
Location: Hybrid (Toronto, ON)
Type: Contract
We are hiring a Senior Reporting Data Analyst to support enterprise reporting modernization across the Wealth Management / Capital Markets divisions for one of our banking clients. This role focuses on analyzing, deconstructing, and translating legacy reporting tools into scalable, enterprise-grade reporting solutions.
The ideal candidate will have deep knowledge of financial products, book-of-record systems, and reporting architecture, along with strong business analysis skills and a technical mindset.
Key Responsibilities:
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Reverse engineer legacy reports built in Excel, Access, VBA, and SQL to extract embedded business logic.
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Interpret stored procedures, Excel macros, and other code artifacts to define current-state data flows and processes.
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Document current and future state process diagrams, report specifications, and file layouts.
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Develop comprehensive functional requirements, user stories, and data mapping documents for new or redesigned reports.
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Collaborate with stakeholders from business, operations, and technology to align on reporting goals and deliverables.
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Act as a liaison between business users and development teams to ensure clear understanding of requirements and expected outputs.
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Ensure accuracy, consistency, and regulatory compliance in all reporting solutions.
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10+ years of experience in Reporting/Data Analysis or Business Analysis within the banking or financial services industry.
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Strong domain expertise in Wealth Management and/or Brokerage, with knowledge of:
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Financial instruments: Equities, Fixed Income, Mutual Funds, etc.
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Account types: RRSP, Margin, TFSA, Cash Accounts
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Experience with Broadridge or similar book-of-record systems, particularly around positions, transactions, and commissions.
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Proficient in:
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SQL and interpreting stored procedures
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Excel VBA/macros
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Writing clear and structured documentation (BRDs, FRDs, report layouts, data mappings, etc.)
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Ability to operate at both high-level strategic and detailed technical levels.
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Strong communication, stakeholder management, and workshop facilitation skills.