SENIOR ANALYST, BUSINESS PERFORMANCE & PLANNING
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
About the Role
BDC is looking for a Senior Analyst, Business Performance & Planning to support the performance and planning strategy of client-facing business lines. The role involves developing forecasting models using Excel and SQL, generating insights, and optimizing planning processes.
Key Skills for This Role
Responsibilities
- Develop and maintain forecasting models using Excel and SQL to support performance monitoring and strategic planning.
- Generate insights and provide business intelligence expertise; collaborate with partners to design and implement strategies that meet performance objectives.
- Recommend performance measurement frameworks and incentive programs aligned with field operations and corporate goals.
- Analyze business results to identify performance gaps; design and drive actionable improvement plans.
- Optimize annual planning processes (resource allocation, market potential, target setting, variance analysis).
- Oversee data collection and analysis from internal and external sources; ensure data accuracy, consistency, and efficiency.
- Deliver insights and recommendations to senior management to inform decisions on performance and corrective actions.
- Prepare clear, structured presentations for senior leadership using effective storytelling and data visualization.
- Drive continuous improvement in processes and tools related to performance and planning activities.
Requirements
- Bachelor’s degree in Finance, Mathematics, Business Intelligence, Economics, Engineering, or a related field
- Minimum 7 years of experience in business intelligence, performance measurement, operations, or strategy
- Proficiency in SQL
- Advanced proficiency in Microsoft Excel (modeling, pivot tables) and PowerPoint; working knowledge of Word
- Demonstrated experience in data analysis, financial analysis, and problem solving
- Experience developing forecasts, performance dashboards, and variance analysis
- Ability to analyze large datasets and translate findings into actionable recommendations
- Ability to work under pressure, manage multiple priorities, and meet tight deadlines
- Strong organizational skills and attention to detail
- Strong communication skills; ability to gather requirements and present insights to stakeholders
- Fluent in French and English (spoken and written)
- Master’s degree in Business Analytics or related field (preferred)
Full Job Posting
Position Overview
- At BDC, the only bank dedicated exclusively to Canadian entrepreneurs, you will support the performance and planning strategy of client facing business lines under the COO.
- You will develop forecasting models and actionable insights to guide operational and corporate decisions.
- Your work contributes directly to the success of Canadian businesses.
CHALLENGES TO BE MET
- Develop and maintain forecasting models using Excel and SQL to support performance monitoring and strategic planning.
- Generate insights and provide business intelligence expertise; collaborate with partners to design and implement strategies that meet performance objectives.
- Recommend performance measurement frameworks and incentive programs aligned with field operations and corporate goals.
- Analyze business results to identify performance gaps; design and drive actionable improvement plans.
- Optimize annual planning processes (resource allocation, market potential, target setting, variance analysis).
- Oversee data collection and analysis from internal and external sources; ensure data accuracy, consistency, and efficiency.
- Deliver insights and recommendations to senior management to inform decisions on performance and corrective actions.
- Prepare clear, structured presentations for senior leadership using effective storytelling and data visualization.
- Drive continuous improvement in processes and tools related to performance and planning activities.
Required Qualifications
- Bachelor’s degree in Finance, Mathematics, Business Intelligence, Economics, Engineering, or a related field.
- Minimum 7 years of experience in business intelligence, performance measurement, operations, or strategy.
- Proficiency in SQL (Structured Query Language).
- Advanced proficiency in Microsoft Excel (e.g., modeling, pivot tables) and PowerPoint; working knowledge of Microsoft Word.
- Demonstrated experience in data analysis, financial analysis, and problem solving.
- Experience developing forecasts, performance dashboards, and variance analysis.
- Ability to analyze large datasets and translate findings into actionable recommendations.
- Ability to work under pressure, manage multiple priorities, and meet tight deadlines.
- Strong organizational skills and attention to detail.
- Strong communication skills; ability to gather requirements and present insights to stakeholders.
- Fluent in French and English (spoken and written).
Preferred Qualifications
- Master’s degree in Business Analytics or a related field.
- Experience in the financial services industry (e.g., banking, lending, credit, underwriting).
- Knowledge of Python and/or R for data analysis.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at BDC
LEAD, INCUBATEUR IA NATIVE (Temporaire de 18 à 24 mois)
Montreal, CAN
BDC is launching an AI-native incubator to reinvent SME financing and is seeking a Lead to drive this initiative. You will create and lead a startup-like team, define product strategy, deliver an MVP, and build a scalabl
LEAD, AI-NATIVE INCUBATOR (Temporary 18-24 Months)
Montreal, CAN
BDC is launching an AI-native incubator to reimagine SME financing. As Lead, you will build and lead a startup-style venture within BDC, defining product strategy, delivering a market-ready MVP, and creating a scalable b
SENIOR MANAGER, UNDERWRITING - Calgary
Calgary, CAN
BDC is seeking a Senior Manager, Underwriting to conduct due diligence and analysis for loan proposals, ensuring risk levels align with credit practices. The role requires a bachelor's degree in commerce or accounting, 3
SENIOR ADVISOR, PRODUCT MANAGEMENT AND DEVELOPMENT
Montreal, CAN
BDC is seeking a Senior Advisor, Product Management & Development to turn ideas into concrete strategies for financing products. You will lead product launches, manage the product portfolio, and collaborate cross-functio
SENIOR ANALYST, BUSINESS RESTRUCTURING - Temporary 12 months
Toronto, CAN
BDC seeks a Senior Analyst for a 12-month temporary role in Business Restructuring, providing analytical and administrative support to directors. Responsibilities include financial analysis, cash flow forecasting, and po
SENIOR ANALYST, BUSINESS RESTRUCTURING
Montreal, CAN
BDC seeks a Senior Analyst, Business Restructuring to support directors in managing turnaround and restructuring files. You will analyze financial data, assess viability, and coordinate with clients and stakeholders. Ide
SENIOR MANAGER, UNDERWRITING - Laval, Montreal, Quebec
Laval, CAN
BDC cherche un Senior Manager, Underwriting pour proposer des propositions de prêt de haute qualité. Vous serez responsable de mener des enquêtes et des vérifications diligentes, d'analyser des propositions de prêt de co
SENIOR MANAGER, UNDERWRITING - Laval, Montreal, Quebec
Montreal, CAN
We Are Banking At Another Level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empower
LEAD, INCUBATEUR IA NATIVE (Temporaire de 18 à 24 mois)
Montreal, CAN
LEAD, AI-NATIVE INCUBATOR (Temporary 18-24 Months)
Montreal, CAN
SENIOR MANAGER, UNDERWRITING - Calgary
Calgary, CAN
SENIOR ADVISOR, PRODUCT MANAGEMENT AND DEVELOPMENT
Montreal, CAN
SENIOR ANALYST, BUSINESS RESTRUCTURING - Temporary 12 months
Toronto, CAN
SENIOR ANALYST, BUSINESS RESTRUCTURING
Montreal, CAN
SENIOR MANAGER, UNDERWRITING - Laval, Montreal, Quebec
Laval, CAN
SENIOR MANAGER, UNDERWRITING - Laval, Montreal, Quebec
Montreal, CAN