Senior Finance Business Analyst (Data Analytics)

Permanent contract|Montreal|Innovation / Project / Organization

Senior Finance Business Analyst (Data Analytics)

Montreal, Canada Permanent contract Innovation / Project / Organization


DFIN/DTO (Digital & Transformation Office) is dedicated to the Finance Department (DFIN) to help define its vision and support its transformation.  DFIN/DTO is in charge of Finance project portfolio and leads business transformation projects. 

DFIN/DTO partners with IT departments in various systems projects for Finance by defining business requirements and oversees the implementation to improve operational efficiency and control environment.

DTO also leads both business and digital transformation initiatives for DFIN and plays a key role as a control tower supporting the senior management of the Finance department.

As part of a global team, DFIN/DTO in Americas (covering U.S., Canada, and Brazil) manages project portfolio with following competencies:

  • Accounting, Financial & Regulatory Reporting
  • Data Management (Data Quality Assessment and Remediation)
  • Digital Transformation for Finance processes
  • Business Development Support and Change Management
  • Organization

Some examples of projects/activities the DFIN/DTO in Americas is engaged are:

  • Lead transformation initiatives for Finance department (both process enhancement and information systems projects) by providing preliminary studies in all fields – write business requirements and test cases. 
  • Partnering with IT department in information systems projects that impact the finance department – lead the functional design, benefits analysis, UAT, and change management. Monitor the project execution (project plan, issues resolution / escalation) and provide close support to Finance sponsors during the project life cycle.
  • Work closely with global Finance project teams in the global transformation programs - new accounting rules (IFRS, French, or US GAAP) and/or regulatory reporting process.
  • Conduct studies (strategic, tactical, assessment) as requested by DFIN senior management.  
  • Lead digital transformation – facilitate implementation of data analytics and BI tools
  • Interact with Operations (Middle and Back Office) and Front Office to assess the impact of new business and implement the appropriate downstream processes (accounting, regulatory, liquidity, capital, etc.) where necessary.  Provide impact analysis for Finance processes and lead the change management for the users within Finance department.
  • Lead and participate data quality improvement initiative for Finance
  • Support business development initiatives as an SME to represent the finance department and integrate new product and process for the finance department.
  • Support regulatory projects (RWA, Liquidity) that impact the business process within Finance department and outside of Finance department. Draft business requirement document and assess process changes.  Participate in full project life cycle such as testing and process / systems implementation. 

Main Accountabilities

Primary tasks as Business Analyst or Sr. Business Analyst within DFIN/DTO team include but are not limited to:

  • As a first assignment, lead Finance data analytics initiatives to transform Finance process.  Drive Alteryx, Power BI roll out to improve data analytics and process improvement.
  • Represent DTO Americas in the global change initiatives related to Digital Transformation and act as DFIN central coordinator for the business process and organizational changes
  • Lead and coordinate across DFIN in the regional or global projects such as, control process improvements, systems upgrade, and regulatory initiatives. 
  • Lead and contribute to Finance projects by working closely with departments within DFIN. Provide studies (gap analysis, due diligence, impact analysis) and business requirements; coordinate UAT and lead change management within Finance domain.

Profile required

  1. Competencies


  • Analytical capability to develop solutions to complex topics 
  • Understanding of investment banking products
  • Understanding of accounting procedures and back office operations
  • Understanding of control process and ability to design/build the control process
  • Able to adjust to new environments and challenges.
  • Strong interpersonal and communication skills (written and verbal)
  • Team player – work with global teams
  • Ability to work independently on multiple projects with aggressive deadlines

  1. Technical skills


  • Expert level experience in in data analytics tools including Altery and Power BI or similar
  • Good understanding of Database structure
  • Strong Powerpoint, Excel, Word skills
  • Process improvement analysis and business process reengineering.
  • Project management skills (planning, budget and resource management, issue handling, reporting)

Desired/ Plus:

  • Use concept of Digital Transformation

  1. Work experience


  • Hands on experience in data management and data analytics – proficiency in analytical tools including Alteryx, Power BI, MicroStrategy, Tableau, etc.
  • Minimum of 5 years of experience working in the Financial Services or other related industry
  • Prior positions should have led to a good understanding and hands on experience of Financial & Regulatory Reporting.

Desired/ Plus:

  • Previous position in IT or technical background with Finance knowledge
  • Big 4 experience.
  • Broker-dealer experience
  1. Education / Professional Designation

Required: Degree in Finance, Information Systems, Computer Science, Accounting, or related fields

Desired/ Plus: CPA, MBA

Business insight

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities and the world in which we live, because relationships are at the heart of how we operate.

Conformément son engagement à fournir un milieu de travail sécuritaire pour toute personne accédant à ses installations, à compter du 15 novembre 2021, en vertu de la politique de vaccination contre la Covid-19 Société Générale Canada, seuls les employés pleinement vaccinés seront autorisés à venir au bureau de Montréal et de Toronto

In accordance with its commitment to provide a safe work environment for anyone accessing its facilities, as of November 15, 2021, under Societe Generale Canada's Covid-19 vaccination policy, only fully vaccinated employees will be allowed to come to the Montreal and Toronto offices.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 21000XOG
Starting date: 2022/01/24
Publication date: 2021/11/09