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Job Description:
The Data Analyst – Reward & Recognition focuses on Rewards, Recognition, and Field Performance Analytics within Sun Life’s Distribution organization. This role sits at the intersection of data modeling, forecasting, reporting automation, and executive decision support, with a strong emphasis on advisor and field leader incentive programs.
The Data Analyst not only produces analyses but also designs and owns analytical frameworks that shape how Recognition programs are structured, forecasted, and governed.
The Data Analyst is responsible for designing, forecasting, and automating advisor and field leader recognition programs, translating complex business rules into scalable analytical frameworks and executive-ready insights.
What you will do:
1. Recognition Program Modeling & Qualification Logic
Design, maintain, and evolve qualification models for major Recognition programs. This includes:
- Defining and applying multi-track qualification frameworks using sales data
- Translating business rules into auditable, repeatable calculation logic
- Presenting modeling insights and program proposals to the Recognition team and senior leadership to support program design and approvals
2. Forecasting & Scenario Analysis
Lead forecasting exercises to project future-year qualifiers and program
sizing, typically using:
- Rolling 12‑month production windows
- Growth assumptions provided by Finance and Recognition teams
- Sensitivity analysis on thresholds to manage prestige and budget constraints
3. Reporting, Dashboards & Analytics Enablement
Build and maintain Tableau dashboards and analytical views used by leadership and field teams, including:
- Program status dashboards (on-track vs. qualified)
- District, advisor, and manager performance views
- Qualifier visibility reporting
- Developing and maintaining datasets and reporting tables by acquiring data from multiple so