POSITION OVERVIEWBDC is the only bank dedicated exclusively to Canadian entrepreneurs, supporting the growth of small and medium-sized businesses across Canada. As Senior Advisor, Business Performance & Planning you act as a strategic business partner within the Business Performance & Planning team, supporting client-facing business lines under the COO, with a primary focus on Advisory Services.
Positioned at the intersection of strategy, performance, and financial planning, this role ensures that corporate plans, forecasts, and performance objectives reflect business realities, market dynamics, and strategic priorities. Your work contributes directly to informed decision-making that supports Canadian businesses, in an environment where you can be yourself at work and where inclusion, equity, and diversity are valued.
CHALLENGES TO BE MET- Act as a trusted business partner to Advisory Services leadership, COO leadership, and Finance, ensuring alignment between business strategy, planning assumptions, and corporate performance objectives in support of Canadian entrepreneurs.
- Lead the definition of business requirements, drivers, and assumptions for Advisory Services corporate planning and volume forecasting, collaborating closely with Finance as model owner.
- Ensure Advisory Services volume forecasts and service delivery assumptions reflect business levers, operational constraints, market conditions, economic trends, and government program impacts.
- Translate strategic questions, market dynamics, and policy or program changes into clear planning assumptions, scenarios, and narratives to inform forecasting, capacity planning, and corporate planning decisions.
- Ensure Advisory Services leadership has the required inputs to align Performance Guidelines with approved Corporate Plan assumptions.
- Analyze and validate planning outputs to identify risks, gaps, and opportunities, and assess related financial and operational impacts.
- Prepare clear syntheses, recommendations, and executive-level presentations for senior management and key stakeholders, using strong business storytelling and influence to support adoption of decisions.
- Contribute to broader business performance and planning initiatives across other client-facing business lines under the COO, including targets, OPEX planning, and performance monitoring.
- Identify opportunities to improve planning processes, governance, clarity of assumptions, and cross-functional collaboration across Performance, Advisory Services, and Finance.
- Leverage AI-enabled tools to improve analytical efficiency, insight generation, and the robustness of planning and decision-making processes.
WHAT WE ARE LOOKING FORRequired qualifications- Bachelor's degree in finance, economics, business administration, analytics, or a related field.
- Minimum 10 years of progressive experience in business performance management, business planning, strategic analysis, financial analysis, or comparable analytical roles.
- Experience operating as a senior analytical or business partner to leadership, with demonstrated ability to influence decision-making in complex and ambiguous environments.
- Advanced proficiency in Microsoft Excel, including scenario analysis, driver-based analysis, and synthesis of complex data into planning insights.
- Solid understanding of business planning and forecasting concepts, including volume drivers, demand dynamics, capacity considerations, and financial implications.
- Proven ability to analyze and interpret financial and operational data, identify risks and opportunities, and formulate actionable recommendations.
- Strong communication, synthesis, and presentation skills, with the ability to translate complex analyses into clear, executive-level narratives.
- High degree of autonomy, sound judgment, and strong stakeholder management skills.
- Fluency in French and English (written and spoken).
Preferred qualifications- Graduate degree (e.g., MBA, Master's in finance, economics, analytics, or related field).
- Experience in Advisory Services, professional services, or service-based business models.
- Knowledge of the Canadian SME market, including economic conditions, industry dynamics, and government programs.
- Experience working with Finance teams on driver-based forecasting or service delivery models.
- Familiarity with AI-enabled analytical or planning tools used to support forecasting, performance analysis, or decision-making.
