Specialist, Business Performance & Planning

We are banking at another level.

Choosing BDC as your employer means working in a healthy inclusive and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:

• Flexible and competitive benefits including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions a Defined Benefit Pension Plan a $750 wellness and health care spending account to name a few

• In addition to paid vacation each year five personal days sick days as necessary and our offices are closed from December 25 to January 1

• A hybrid work model that truly balances work and personal life

• Opportunities for learning training and development and much more...

Explore the BDC Way in our Culture Book

POSITION OVERVIEW

BDC 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

• Bachelors 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.

Proudly one of Canadas Top 100 Employers and one of Canadas Best Diversity Employers we are committed to fostering a diverse equitable inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application please do not hesitate to contact us at .

While we appreciate all applications we advise that only the candidates selected to participate in the recruitment process will be contacted.