Data & Analytics Manager

🕒 June 25

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Experior Financial Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2014

🛡️ Insurance

💼 Consulting

🏥 Healthcare

Insurance • Consulting • Healthcare

Experior Financial Group is a Canadian managing general agency and financial services company that connects licensed associates with clients to provide insurance and investment solutions. The company offers life, health, travel, critical illness, disability, and funeral insurance, along with investment products such as segregated funds, RRSPs, RRIFs, and TFSAs, and retirement planning services. Experior operates a unique “Tri‑Brid” MGA model, proprietary Experior Financial Analysis (EFA) software and a CRM for agents, and recruits and trains associates across Canada and the USA.

📋 Description

• Serve as the primary owner and steward of enterprise data, ensuring data accuracy, consistency, accessibility, and alignment with business objectives. • Partner closely with executive leadership to develop and maintain dashboards, scorecards, KPIs, and reporting that provide meaningful insights into company performance and support strategic decision-making. • Design, maintain, and continuously improve executive reporting frameworks that enable leaders to quickly understand trends, opportunities, and risks across the organization. • Develop and maintain a comprehensive data inventory and data mapping framework, documenting where data resides, how it flows through systems, and how it can be leveraged for current and future business initiatives. • Collaborate with development teams to define and support data architecture, data models, and integration strategies that ensure scalability and long-term usability of enterprise data assets. • Gather, clean, organize, and validate data from internal and external sources to ensure high-quality information is available for analysis and reporting. • Work closely with the development team to design and implement efficient data pipelines, ensuring seamless extraction, transformation, and accessibility of data across the organization. • Analyze complex datasets to identify trends, opportunities, operational improvements, and strategic recommendations. • Continuously identify new data sources, metrics, and opportunities to improve organizational performance, efficiency, and business outcomes. • Create visualizations, reports, and self-service analytics solutions that effectively communicate insights to both technical and non-technical stakeholders. • Establish and maintain data governance standards, definitions, and documentation to improve consistency and trust in organizational reporting. • Act as a bridge between business and technology teams, ensuring data requirements are understood, prioritized, and incorporated into future development initiatives. • Continuously refine data processes, reporting capabilities, and analytical tools to improve organizational effectiveness and speed of execution. • Maintain ongoing communication with executive leadership and development teams to ensure evolving business priorities are reflected in reporting and data strategy.

🎯 Requirements

• 5+ years of professional experience in data analytics, business intelligence, data management, data science, or a related field. • Familiarity with IMO, Insurance Carrier, and/or financial services operations is strongly preferred. • Strong experience with business intelligence platforms such as Power BI, Tableau, Looker, or similar reporting and dashboard solutions. • Experience designing and maintaining executive dashboards, KPI frameworks, and enterprise reporting solutions. • Strong understanding of data architecture, data modeling, data governance, and data lifecycle management. • Experience working with SQL, data warehouses, ETL/ELT processes, and enterprise data platforms. • Demonstrated ability to organize, document, and map complex data environments across multiple systems and applications. • Strong experience with data cleaning, transformation, and analysis to ensure high-quality, trusted information is used for decision-making. • Excellent communication and presentation skills, with the ability to translate complex data concepts into actionable business insights. • Strong analytical, strategic, and problem-solving skills with a proactive mindset and ability to anticipate business and data needs. • Must reside and be authorized to work in USA.

🏖️ Benefits

• Competitive compensation and a comprehensive total rewards package • 401(K) program • Group benefits coverage (health, vision, dental, and short-term disability) • Access to mental health supports • Employee Assistance Program • Growing organization with long-term career opportunities • Ongoing training and development to help you grow your skills • Opportunity to work alongside experienced industry professionals and leaders • Collaborative, supportive team environment where your contributions are recognized and valued • Culture built on integrity, respect, and continuous improvement