Job Description

Location: Sudbury, Ontario — Applicants must be willing to relocate.

Job Brief

At Gold Leaf Financial Group, we continue to grow and expand our team of professionals dedicated to delivering excellence across wealth management, insurance, benefits, retirement, and creative solutions. We are seeking a Business Analyst to join our operations and finance team, supporting our leadership in tracking performance, building models, and ensuring our systems and reporting remain best-in-class.

Key Responsibilities

• Track and analyze revenue, expenses, and bonus structures across all divisions.
• Build and maintain financial models to support forecasting, planning, and decision-making.
• Review and interpret contracts, agreements, and financial documents to ensure accuracy and alignment.
• Manage systems and databases, updating spreadsheets, pulling detailed reports, and ensuring data integrity.
• Create and maintain dashboards, KPIs, and performance scorecards for leadership.
• Conduct business process reviews, identifying inefficiencies and recommending improvements.
• Partner with technology and operations teams to support system upgrades, integrations, and automation projects.
• Assist in developing budgets and variance analysis to track organizational performance against targets.
• Provide competitive and market analysis to support strategic decisions.
• Act as a liaison between management and technical teams, ensuring business needs are translated into clear requirements.
• Document business requirements, workflows, and policies to create clarity and consistency.
• Support compliance by ensuring processes align with regulatory and industry standards.
• Present findings and recommendations to leadership in a clear, concise, and actionable manner.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field (or equivalent professional experience).
• Proven experience in financial analysis, modelling, and business reporting.
• Proficiency in Excel, data visualization, and reporting tools (Power BI/Tableau is an asset).
• Strong understanding of business processes, systems, and data management.
• Familiarity with contracts, bonuses, and performance tracking is an asset.
• Excellent analytical, problem-solving, and communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong interpersonal skills for working with leadership and cross-functional teams.

Compensation

• Salary Range: $65,000 – $85,000 annually (commensurate with experience).

🚀 What We Offer

• 💼 Competitive salary with comprehensive health benefits and life insurance
• 💰 Company-matched retirement savings plan
• 🌴 15 days of paid vacation to start
• 🧘 5 personal days for rest, wellness, or unexpected life moments
• 🎓 Education program covering 100% of eligible certifications, courses, and programs
• 🕒 Early paid Fridays — wrap up your workday at 4 p.m.
• 📝 3 hours of monthly Flex Time to use as needed
• ❄️☀️ Seasonal winter and summer retreats for team connection and enjoyment
• 🚗 Spring car washes and detailing

We thank all applicants for their interest in this position. However, only those selected for an interview will be contacted.

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