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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in SQL and Power BI for data extraction, analysis, and reporting, with a strong focus on data accuracy and validation. Proven ability to translate business requirements into actionable insights and streamline reporting processes in financial services.
Highest-signal resume keywords
SQL ProficiencyAdvanced Power BI SkillsData Testing and ValidationAnalytical ThinkingFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SQLPower BIExcelData AnalysisData ReconciliationDashboard DevelopmentData ModelingReporting SpecificationsData Quality AssuranceETL Processes
Soft Skills
Attention to DetailProblem-SolvingEffective CommunicationIndependent WorkTime Management
Tools & Technologies
Power BI ServiceMicrosoft FabricAzure Data ServicesSQL ServerData Warehousing
Certifications & Qualifications
SQL CertificationPower BI CertificationData Analytics Certification
Industry Keywords
Credit RiskBusiness IntelligenceOperational RiskFinancial ServicesPaymentsTreasury
Tech Stack
Tools & technologiesAzureETLSQL
About the role
Key responsibilities & impact- Partner with Credit Risk leadership and BI teams to develop, enhance, and maintain Power BI dashboards and management reports
- Translate business requirements into clear reporting specifications, metrics, and analytical solutions
- Extract, analyze, and reconcile complex datasets using SQL, Power BI, and Excel
- Identify trends, discrepancies, and actionable insights
- Conduct testing and validation of BI reports, including data accuracy, calculation logic, field mappings, filters, and reporting functionality
- Reconcile results against source systems and resolve discrepancies
- Identify data inconsistencies, investigate root causes, and recommend improvements
- Support Credit Risk dashboards, operational performance reporting, and management reporting
- Analyze trends, exceptions, and key performance indicators to identify emerging issues and support timely decision-making
- Work closely with Credit Risk, BI, Product, and other business teams to define requirements, coordinate testing, and resolve reporting issues
- Identify opportunities to automate and streamline reporting processes
- Maintain documentation of reporting logic, data definitions, and validation procedures
Requirements
What you’ll need- Bachelor's degree in Data Analytics, Information Systems, Computer Science, Finance, Business, or a related field, or equivalent experience
- 3–5 years of relevant experience in business intelligence, data analytics, reporting, or a related analytical role
- Strong SQL proficiency, including complex queries, data extraction, reconciliation, and troubleshooting
- Advanced Power BI skills, including Power Query, data modeling, dashboard development, and report validation
- Advanced Excel skills and experience analyzing large datasets from multiple sources
- Demonstrated experience in data testing, validation, quality assurance, and resolving reporting discrepancies
- Exceptional attention to detail, strong analytical thinking, and problem-solving skills, with a commitment to data accuracy and integrity
- Ability to work independently, manage competing priorities, and communicate effectively with technical and business stakeholders
- Experience in financial services, payments, treasury, credit risk, or operational risk preferred
- Experience supporting BI development, user acceptance testing (UAT), and production reporting validation preferred
- Familiarity with SQL Server, data warehousing, ETL processes, and enterprise reporting environments preferred
- Knowledge of Power BI Service, Microsoft Fabric, or Azure data services preferred
- Relevant certifications in SQL, Power BI, or data analytics are an asset
Benefits
Comp & perks- Comprehensive Benefits Package including, Medical, Dental, Vision and Paramedical benefits, as of day one
- Optional company match RRSP program
- Virtual fitness classes offered company-wide
- Time-off including major holidays, vacation, sick, personal, & volunteer time
- Discounted gym membership rate
- Philanthropic support with both local and national organizations
- Fun culture with company-wide contests and prizes
- Company-issued equipment and access to the data, reporting, and collaboration tools required for the role
- Additional compensation and benefits, including incentive programs, health coverage, retirement plans, paid time off, and other benefits (where applicable)