BMO Financial Group
Banking
Manager,CustomerInsights&Reporting
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“Manager, Customer Insights & Reporting at BMO Financial Group. Skills: Python, SQL, SAS, Power BI. Extract, transform, and analyze data. Perform data quality checks”
What You'll Achieve.
Ensure reporting is decision-oriented; Deliver high-quality customer analytics and executive reporting; Own the end-to-end analytics and reporting process; Support decision-making; Strengthen how customer data is used across lines of business
Industry & Context.
Apply sound analytical techniques to identify trends, drivers, and anomalies; Determine appropriate analytical approaches when requirements are not fully defined; Provide insight and context rather than simply producing metrics or standard reports; Exercises judgment to identify, diagnose, and solve problems within given rules
What They're Looking For.
Must Have
5–7 + years of experience in analytics, insights, or reporting roles, Python, SQL, SAS, Power BI, Excel, PowerPoint, written and verbal communication skills
Nice to Have
Experience supporting multiple banking lines of business, Familiarity with customer analytics concepts, Comfort working in a fast-paced, evolving environment, Ability to explain complex analysis clearly to non-technical stakeholders
What You'll Do.
Perform data quality checks
Apply analytical techniques to identify trends
Translate analytical outputs into business insights
Develop and maintain Power BI dashboards
Develop and maintain Excel models
Develop and maintain PowerPoint decks
Partner with business stakeholders
Determine appropriate analytical approaches
Provide insight and context
Support multiple lines of business
Manage competing priorities
Build reporting dashboards
Provide value through insights
and implement analytics solutions
Research and apply continuous improvement
Transform raw data into actionable insights
Enhance usability and aesthetic appeal
Translate business needs to technical specifications
Evaluate existing data visualization systems
Develop data visualizations
systems and processes
Develop tools and deliver training programs
Provide specialized consulting
Exercise judgment to identify
Handle non-routine situations
How You'll Work.
Team & Collaboration
Work with different teams, management and stakeholders; Support knowledge sharing and collaboration within a growing analytics team
Communication Scope
written and verbal communication skills; Translate analytical outputs into clear, concise business insights; Ensure reporting is decision-oriented; Clearly explaining what the data is telling us and why it matters; Ability to explain complex analysis clearly to non-technical stakeholders
Full Job Description
Application Deadline: 05/28/2026 Address: 320 S Canal Street Job Family Group: Data Analytics & Reporting **This is a hybrid role in Chicago** **Key Responsibilities** **Hands‑On Analytics & Data Preparation** * Independently **extract, transform, and analyze data** using **Python, SQL, and SAS**. * Perform data quality checks, reconciliation, and validation to ensure analytical accuracy. * Analyze customer, product, and performance data across multiple US Banking segments. * Apply sound analytical techniques to identify trends, drivers, and anomalies in the data. **Reporting & Executive Communication** * Translate analytical outputs into **clear, concise business insights**. * Develop and maintain: * **Power BI** dashboards and visual reports * **Excel** models and ad‑hoc analysis * **PowerPoint** decks for executive and senior management audiences * Ensure reporting is decision‑oriented, clearly explaining **what the data is telling us and why it matters**. **Business Problem Solving** * Partner with business stakeholders to clarify and interpret **open‑ended analytical questions**. * Determine appropriate analytical approaches when requirements are not fully defined. * Provide insight and context rather than simply producing metrics or standard reports. * Support multiple lines of business simultaneously while managing competing priorities. **Banking & Domain Knowledge Application** * Apply working knowledge of: * Banking products and customer lifecycles * Customer acquisition, engagement, and attrition * Key customer and performance metrics * Ensure insights reflect real‑world banking dynamics and business context. **Team Contribution & Ways of Working** * Operate effectively as a **senior individual contributor** with minimal day‑to‑day oversight. * Contribute to consistent reporting standards and analytics best practices. * Support knowledge sharing and collaboration within a growing analytics team. The Manager**, Customer Insights & Executive Reporting (G7)**
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