Canada Job Openings

ATB Financial

Strategy Analyst

Calgary

November 18, 2024

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).
Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
About the role
As ATB’s next Strategy Analyst for Client Experience & Product (CXP), you will play a critical role in ensuring the effectiveness of CXP, and illustrating the value of products throughout the lifecycle. This role involves establishing and maintaining a product governance framework, generating insightful reports to facilitate data-driven decision-making, and overseeing the financial health of the portfolio. This individual will work closely with product managers, leadership, project managers, finance, and other key stakeholders to monitor progress, identify areas for improvement, and ensure alignment with overall business objectives.
Accountabilities
Governance Framework:
  • Develop and maintain a product governance framework for CXP, including processes, guidelines, and templates.
  • Collaborate with key partners in portfolio management & governance, project management, delivery, and change management to ensure alignment and integration into other governance frameworks such as the solution delivery lifecycle (SDLC).
  • Collaborate with cross-functional teams (e.g., finance, risk, dev/engineering) to integrate governance requirements into the product development lifecycle.
Reporting and Analysis:
  • Define and track key performance indicators (KPIs) for product performance.
  • Leveraging the product operations team and other partners, consolidate and analyze data from various sources, including product usage data, client feedback, market research, and financial reports.
  • Generate regular reports and dashboards to communicate insights and trends to product leads, leadership, and other stakeholders.
  • Provide financial insights to product managers and leadership to support strategic decision-making.
  • Identify areas for efficiency and improvement and provide data-driven recommendations to optimize product practices, operations and cost optimization.
Financial Health:
  • Help manage the overall product portfolio budget, including costs related to operating, maintaining, enhancing products.
  • Analyze product-related financial data and variances, including burn rates, costs-per-user, and licensing costs.
  • Collaborate with product managers to estimate costs, track spending, and analyze variances at the product portfolio level.
  • Generate regular financial reports and dashboards to track product performance, budget adherence, and key financial metrics.
  • Prepare budget presentations and reports for leadership and other stakeholders.
Communication and Collaboration:
  • Communicate effectively with product managers, leadership, and other stakeholders to provide updates on performance and governance matters.
  • Facilitate cross-functional collaboration to ensure alignment on reporting requirements and governance practices.
  • Work closely with product managers to understand product roadmaps, development plans, and resource requirements.
  • Collaborate with finance teams to ensure alignment and increase knowledge on budgeting processes, financial reporting, and accounting practices.
  • Communicate financial information clearly and concisely to product managers, finance teams, and other stakeholders.
  • Explain financial concepts and analysis in a way that is understandable to non-financial audiences.
Continuous Improvement:
  • Continuously evaluate and improve reporting processes and governance frameworks to enhance efficiency and effectiveness.
  • Stay informed of industry best practices and emerging trends that impact client experience and the product management practice.
Skills, experience & requirements
Qualifications:
  • Bachelor's degree in business administration, finance, accounting, economics, information management, or a related field.
  • 7+ years of experience in data or financial analysis, reporting, product operations or a related role, preferably within a product management or technology organization.
  • Strong understanding of product development lifecycles, product management methodologies, and product budgeting principles.
  • Excellent analytical and problem-solving skills with the ability to interpret complex data and draw actionable insights.
  • Proficient in data visualization tools and reporting software (e.g., Tableau), and financial modeling techniques and tools (e.g., Google Sheets).
  • Strong communication, interpersonal, and presentation skills.
  • Ability to work independently and as part of a team.
Preferred Qualifications:
  • Experience with product management tools (e.g., Jira).
  • Knowledge of agile and product management governance principles and best practices.
Key Skills:
  • Data Analysis
  • Reporting
  • Governance
  • Product Management
  • KPIs
  • Communication
  • Collaboration
  • Problem-Solving
  • Continuous Improvement
Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.
What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com

Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on Linked In, Facebook and Instagram to learn more about what our team is up to.

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