POSITION OVERVIEWBDC is the only bank dedicated exclusively to Canadian entrepreneurs. As part of the Business Performance & Planning team, the Specialist, Business Performance & Planning supports client-facing business lines under the COO, including Financing, Growth & Transition Capital, and Advisory Services.
This role sits at the intersection of business performance, financial planning, forecasting, and advanced analytics. The Specialist provides expertise in developing performance and planning approaches that align business line priorities with corporate strategy, financial objectives, and productivity goals. Your work contributes directly to the success of Canadian businesses by turning complex data into actionable insights for senior leaders.
CHALLENGES TO BE MET- Lead key components of annual planning, forecasting, and target-setting processes across client-facing business lines.
- Assess market potential, business capacity, resource allocation requirements, performance expectations, and variances between actual and target results.
- Translate strategic and operational business questions into structured analytical methodologies, business requirements, scenarios, and performance measurement frameworks.
- Guide the use of analytical tools, including Microsoft Excel and SQL, to support decision-making and business planning.
- Analyze business, financial, operational, and market data to identify performance gaps, emerging risks, trends, and opportunities.
- Provide objective challenge and recommendations to improve business performance and resource utilization.
- Synthesize complex information into clear insights, business implications, and actionable recommendations for senior management.
- Prepare and deliver executive-level presentations using data-driven business storytelling.
- Leverage AI-enabled tools and emerging analytics capabilities to improve efficiency, insight generation, and planning practices.
- Review and validate analytical, financial, forecasting, and performance-related deliverables prepared by colleagues.
- Coach and guide team members by challenging assumptions, strengthening methodologies, and improving analytical quality and consistency.
- Collaborate with stakeholders across business lines and corporate functions to build alignment and support strategic objectives.
WHAT WE ARE LOOKING FOR- Bachelor's degree in Finance, Mathematics, Economics, Business Intelligence, Analytics, Engineering, or a related field.
- Minimum 10 years of experience in one or more of the following areas:
- Business performance management
- Strategic planning
- Business intelligence
- Forecasting and planning
- Operational analysis
- Comparable analytical environments
- Experience leading complex analytical, planning, forecasting, or performance-related initiatives from business problem definition through methodology design, validation, and recommendation delivery.
- Advanced proficiency in:
- Microsoft Excel
- SQL (Structured Query Language)
- Experience developing, reviewing, validating, and challenging analytical methodologies, models, forecasts, and business analyses.
- Ability to assess data quality, analytical integrity, and the validity of conclusions and recommendations.
- Strong financial acumen and understanding of business performance metrics.
- Demonstrated problem-solving skills and analytical judgment.
- Experience preparing and delivering presentations to senior leadership audiences.
- Ability to communicate complex analytical findings in a clear, concise, and business-focused manner.
- Experience synthesizing financial, operational, and market information into actionable recommendations.
- Ability to work independently, manage multiple priorities, and operate effectively in a fast-paced environment.
- Strong stakeholder management, collaboration, influencing, and information-gathering skills.
- Fluency in both French and English.
Preferred qualifications- Graduate degree in Business Analytics or a related discipline.
- Experience with:
- Python
- R
- Power BI
- Other advanced analytics or data visualization tools
- Knowledge of BDC financial products, client-facing business lines, and related business processes.
- Experience leveraging AI-enabled tools to support analytics, planning, forecasting, or business performance management.
Experience coaching or mentoring colleagues on analytical methodologies, performance analysis, and insight development.
While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.
