Analytics & Insights Specialist

Description

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Why Meridian?

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.

Find our story here:

The role:

The Analytics & Insights Specialist provides proactive, actionable prescriptive analytical support and business insight to the Lines of Business(LOB). With strong analytical skills, a knowledge of reporting systems, and a talent for influencing without authority, they will act as an internal consultant, adding value and insight to key stakeholders and management.

As a subject matter expert, the Analytics & Insights Specialist demonstrates an ability to present complicated analytical material in a concise and compelling manner and, interpret insights in a meaningful way for management and partners.

The role will support the advancement of analytics and data management, processes, and tools to contribute to the achievement of Meridian’s strategic and in year goals. This role will be responsible for maintaining and enhancing the current Reporting environment along with the development of new and adhoc reporting to support the line of businesses.

Key Responsibilities

Insights, Analytics & Reporting

• Analyze, prepares and presents scheduled reports (i.e. key business performance indicators, dashboards and scorecards) and ad hoc reports (i.e. in support of projects or departmental initiatives) for the lines of business, both proactively and upon request
• Acts as the analytics lead for Line of business on internal and enterprise initiatives
• Provides Line of business leaders with management reporting that identifies issues, opportunities and emerging trends that enables the user to take action
• Identifies and monitors key performance indicators, sharing relevant, accurate and insightful findings with LOB leadership team and key partners at various levels within the organization on a timely basis
• Leads qualitative and quantitative analysis of relevant industry and consumer behaviour trends to highlight improvements, growth opportunities and new business opportunities
• Demonstrates an ability to leverage technology to streamline processes, tools and analysis
• Maintain & Enhance current LOB Reporting environment
• Development of new reporting & conversion of existing legacy reporting using new technology

Business Solutions

• Assists with the development of various programs by collecting, analysing and collating Member information ensuring that Meridian delivers a personalized solution that is in relation to their transactional, advice or price-driven relationships
• Provides recommendations to enhance the Member Experience while improving the overall efficiency of its processes
• Educate the business on opportunities to enhance Member needs and contribute to relationship growth;

Communication

• Coordinates the acquisition of data from various, relevant data sources and applies analytical skills to convert data into meaningful information
• Assesses information and conducts research to evaluate business issues
• Interprets results and delivers information and/or presentations with impact
• Collaborates across all departments within the LOB and establishes strong communication among team members to determine and meet their reporting and analytical needs
• Consults with internal stakeholders to develop actionable insights that help to accelerate aspects of the Member Experience and Strategic plans
• Effectively demonstrates the ability to explain complex information and concepts to different audiences, including professionals in a manner tailored to the audience and elicits receptivity
• Networks with other like-minded individuals to keep abreast of new solutions, resources, and analytical techniques
• Builds an external source of information that increases the teams understanding of consumer behaviours, expectations, and current/future attributes

Knowledge, Skills, and Abilities

• Degree or diploma in mathematics, statistics or computer science or related discipline;
• Experience in a financial institution environment with a strong understanding of financial metrics, segmentation and industry drivers.
• Proven analytic skills, including mining, evaluation, analysis, and visualization (ability to analyse large datasets)
• Technical writing experience in relevant areas, including queries, reports, and presentations
• High level of proficiency in designing & developing custom analytics utilizing available or externally obtained data
• Strong SQL and Excel skills with the ability to learn other analytic tools
• Practical experience in statistical analysis through the use of statistical packages including Excel, Power BI and SAS
• Business and partnership focused with an understanding of how Member Experience enables the business
• Demonstrates a passion for creative problem-solving and a desire to propose changes that proactively seize market opportunities;
• Forward thinking with an openness to change to identify new opportunities
• Expertise with research methodologies and research design
• Excellent communication and influencing skills
• Proven ability to work autonomously in cross-functional teams, with internal customers and key stakeholders
• Strong expertise in analysis and fluency with various software and techniques of analysis
• Commitment to and drive for continuous improvement
• Strong process management skills, initiative, ability to manage competing priorities and attention to detail are critical
• Exhibits an analytical, creative, and innovative approach to meeting stakeholder and business needs
• Able to handle confidential and proprietary information with discretion
• Demonstrated partnership/service skills to effectively provide consultation to the Member Experience team
• Member Focus - Personally demonstrating that our Members are our highest priority.
• Proactive - Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.
• Open Communication - Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.
• Business Savvy - Continuously acquiring the knowledge needed to do one’s job to the fullest, using internal or external resources and applying the knowledge productively.
• Partner Orientation - Initiates opportunities for collaboration and maintains productive relationships to achieve shared goals.
• Integrity - Doing the right thing by always acting with openness, honesty and respect.
• Talent Developer: nurtures and supports direct reports, identifies strong team members, develops digital and analytical skills in direct reports
• Creates a Supportive and Positive Team Environment: creates and contributes to a positive team environment which encourages innovation, risk taking, and learning; speeds up team learning through sharing best practices; leverages the strengths and opportunities of the broader marketing team
• Knowledge of Fabric will be an asset.

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

Salary Range: CAD $68,800 - $103,200 annually

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Office Location: Toronto Corporate Office located at 3280 Bloor St W, Etobicoke, ON or St. Catharines Corporate Office, located at 75 Corporate Park Drive, St. Catharines, ON.

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of one day per week in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is important to us.

What's in it for you?

• We have an inclusive and collaborative working environment that encourages teamwork, creativity, curiosity, and celebrates success!
• We provide you with the tools and technology needed to delight your candidates and clients!
• You will get to work with and learn from diverse industry leaders and colleagues, who have hailed from top organizations.
• Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues.
• This is not your typical "corporate" job. We work hard and we have fun!

Build the Future of Banking with Us

At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:

• Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
• Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
• Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
• Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Who we are:

Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members. Meridian has more than 80 years of banking history and is 100% owned by its members. With 87 retail branches and 15 Business Banking Centers across Ontario and $ 32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2200 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

Find our story here: