Job Description

Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits. We help hardworking Canadians from coast-to-coast achieve homeownership by offering flexible mortgage solutions. Our insured GIC deposits offer competitive rates and are available through a variety of wealth management platforms.

About Haventree Bank

Headquartered in Toronto, Ontario, Haventree Bank (Haventree) is a mission driven alternative mortgage lender. The name Haventree is representative of the bank’s mission to help its customers find a place of refuge and to lay down new roots for the future. Haventree exists to be a catalyst of financial security and upward mobility for Canadians who are underserved by the traditional financial system.

Reporting to the Director, Corporate Finance and Analytics, the Senior Data Analyst plays a critical role in supporting decision-making processes at Haventree by leveraging data to provide insights and recommendations. This role involves working closely with cross-functional business teams to analyze data and develop insights, recommendations, and reporting to support business goals. The ideal candidate has a strong analytical background, business acumen, and the ability to communicate complex insights to various stakeholders.

Major Duties & Responsibilities:

• Perform critical analysis to support Haventree Bank’s growth initiatives including business development efforts, innovation and new product launch
• Experience in oral and written storytelling to share data driven insights in a clear, succinct manner

• Data analysis and querying large datasets with SQL
• Build and maintain reporting dashboards with Tableau and other tools
• Strong partnering approach with a commitment to meeting business partners' expectations
• Learn new applications and processes quickly with minimal direction
• Work closely with cross-functional teams, including sales and operations, data engineering, technology, finance and treasury

Qualifications & Experience:

• Financial Services or Mortgage Industry experience (Preferred)
• Undergraduate or graduate degree in related field (Business, Mathematics, Engineering, etc)
• 3-4+ years of experience in data analytics, information reporting, product strategy, or portfolio analysis
• Experience in advanced SQL, data warehousing, and data visualization tools (such as Tableau)
• Proficient with Microsoft Excel and Powerpoint
• Understanding of and experience with Salesforce data models, including standard and custom objects, and the ability to build reports and dashboards and join data across objects is strongly preferred
• Excellent analytical and problem-solving skills
• Excellent written and oral communication skills
• Experience with change management processes
• Willingness and ability to adapt to a changing environment and responsibilities in a growing company

Degrees, Diplomas & Certifications:

• University degree in Business, Mathematics, Engineering or equivalent experience in related field

Years and Range of Experience Required to Perform the Job:

• 3+ years of experience in data analytics, information reporting, product strategy, or portfolio analysis

While we thank everyone for their interest in Haventree Bank, please note that only candidates selected for an interview will be contacted. Haventree Bank is committed to providing accommodation when needed. If you require an accommodation, we will work with you to meet your needs.

1. As a job candidate, our recruitment process includes collecting personal information. Please click the link here to review our Privacy Policy. Privacy Statement | Haventree Bank
2. Stay in touch with us, if this position is not the right one for you – please click on this link for other roles at Careers | Haventree Bank or follow us on LinkedIn at www.linkedin.com/company/haventree-bank/
3. Haventree Bank embraces equal opportunity, diversity, and inclusion. Please let us know if you require any accommodations during the recruitment and selection process by contacting accessibility@haventreebank.com

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