Strategy Analyst, Enterprise Strategy

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 Financial’s next Strategy Analyst, you will support ATB’s strategy team to help translate broad challenges and opportunities into practical, data-driven deliverables and actions for ATB.

You will work closely with the enterprise strategy team in order to execute on two key roles: continuous monitoring of the internal and external environment to ensure the successful delivery of our enterprise strategy, and leading in-depth financial scenario modelling, competitor benchmarking, monitoring of ATB business performance and financial fact-finding.

Your strong business acumen, financial services background, proven research skills, and ability to interpret and model qualitative and quantitative data to generate insights, will be invaluable in translating operational activities and results into enterprise strategic progress. You thrive in a collaborative environment, working iteratively with your team and stakeholders to refine deliverables and ensure exceptional quality.

Accountabilities

• Analyze and model data (financial and other) to support development of strategic and competitive insights and strategic points of view.
• Conduct in depth research and financial fact-finding on banking sector trends, competitor performance, regulatory shifts and other technology, geopolitical or regulatory shifts that impact ATB.
• Maintain and evolve enterprise and competitor performance tracking frameworks, strategic scorecards, and benchmarks used by leadership to evaluate strategic progress and execution outcomes.
• Work closely with team members across the strategy team to build enterprise strategy deliverables and briefing documents.
• Help in delivering high-quality data and proof points to answer ad-hoc strategic questions as required.
• Assist in the development of relevant executive, and Board meeting materials, presentations and reports.
• Serve as an analytical resource across the team, establishing analytical standards, reviewing complex models, and collaborating with delivery partners to ensure data feasibility and accuracy.

Knowledge, Skills and Experience

Education & Experience:

• Bachelor's degree in Business Administration, Finance, Management, or a related field.
• 3+ years of progressive corporate office experience in strategic planning, business management, market research or management consulting.
• 2+ years of experience in data analysis, and building quantitative models
• Experience in financial services is preferred.

Strategic & Financial Acumen:

• Strong analytical and problem-solving skills, with the ability to dig deep into data, financial statements, and industry reports to pull out key strategic insights.
• Understanding of the banking industry, including current trends, income generation models, regulatory environments, key balance sheet metrics (such as NIM, loan loss provisions, and capital ratios), and competitor performance drivers.
• Understanding of financial statements and the ability to model changes in financial statements, as well as turn financial modelling into content pieces needed for executive-level presentations.

Data analysis & Modeling:

• Strong proficiency in Microsoft Excel and/or Google Sheets, with demonstrated expertise in:
• Model Architecture: Designing clean, scalable, dynamic, models from scratch using standardized layout principles (e.g., dedicated input, calculation, and output tabs).
• Formulas & Logic: Strong command of core functions and logic
• Data Visualization & Charting: Crafting clear, executive-ready charts and visual summaries that highlight key trends, variance, and drivers at a glance.
• Scenario & Sensitivity Analysis: Structuring dynamic switches, data tables, and scenario toggles

Communication & Collaboration:

• Outstanding written communication skills, with the ability to articulate complex information clearly and concisely to diverse audiences.
• Collaborative approach to providing facts, data tables, and clear summaries to team members who focus on narrative storytelling.

Project & Organizational Skills:

• Strong project management skills, ensuring successful delivery of key initiatives.
• Excellent organizational skills, with the ability to manage multiple priorities and deadlines.
• Meticulous attention to detail, ensuring accuracy and precision in all deliverables.

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 Indigenous 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 [email protected]

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