Manager, Customer Insights & Reporting
BMO, Chicago, IL, United States
The Manager, Customer Insights & Executive Reporting (G7)
is a senior individual contributor responsible for delivering high‑quality customer analytics and executive reporting across US Banking, including Personal Banking, Business Banking, Commercial Banking, and Wealth Management.
This role is hands‑on and execution‑focused, owning the end‑to‑end analytics and reporting process—from data extraction and analysis through to executive‑ready insights and presentations. The successful candidate will work independently, using
Python, SQL, and SAS
to analyze complex banking data and translate findings into
Power BI dashboards, Excel analyses, and PowerPoint materials
used by senior leaders.
The role requires strong
banking domain knowledge , analytical judgment, and the ability to interpret
open‑ended business questions , going beyond descriptive reporting to deliver
clear insights and implications for the business .
As a rapidly growing team with a broad US Banking mandate, this role plays a critical part in supporting decision‑making and strengthening how customer data is used across lines of business.
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.
Required Qualifications
5–7+ years of experience in analytics, insights, or reporting roles, preferably within banking or financial services.
Strong, hands‑on experience with:
Python
SQL
SAS
Experience producing business insights through:
Power BI
Excel
PowerPoint, particularly for senior or executive audiences
Demonstrated ability to work independently on complex analytical tasks.
Strong written and verbal communication skills.
Preferred Qualifications
Experience supporting multiple banking lines of business.
Familiarity with customer analytics concepts (e.g., segmentation, customer growth, retention, engagement).
Comfort working in a fast‑paced, evolving environment with changing business questions.
Ability to explain complex analysis clearly to non‑technical stakeholders.
Salary
$74,000.00 - $138,000.00
BMO Financial Group’s total compensation package may include performance‑based incentives, discretionary bonuses, and other benefits.
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, disability status, or any other legally protected characteristic. We also consider applicants with criminal histories, consistent with applicable federal, state, and local law.
#J-18808-Ljbffr
is a senior individual contributor responsible for delivering high‑quality customer analytics and executive reporting across US Banking, including Personal Banking, Business Banking, Commercial Banking, and Wealth Management.
This role is hands‑on and execution‑focused, owning the end‑to‑end analytics and reporting process—from data extraction and analysis through to executive‑ready insights and presentations. The successful candidate will work independently, using
Python, SQL, and SAS
to analyze complex banking data and translate findings into
Power BI dashboards, Excel analyses, and PowerPoint materials
used by senior leaders.
The role requires strong
banking domain knowledge , analytical judgment, and the ability to interpret
open‑ended business questions , going beyond descriptive reporting to deliver
clear insights and implications for the business .
As a rapidly growing team with a broad US Banking mandate, this role plays a critical part in supporting decision‑making and strengthening how customer data is used across lines of business.
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.
Required Qualifications
5–7+ years of experience in analytics, insights, or reporting roles, preferably within banking or financial services.
Strong, hands‑on experience with:
Python
SQL
SAS
Experience producing business insights through:
Power BI
Excel
PowerPoint, particularly for senior or executive audiences
Demonstrated ability to work independently on complex analytical tasks.
Strong written and verbal communication skills.
Preferred Qualifications
Experience supporting multiple banking lines of business.
Familiarity with customer analytics concepts (e.g., segmentation, customer growth, retention, engagement).
Comfort working in a fast‑paced, evolving environment with changing business questions.
Ability to explain complex analysis clearly to non‑technical stakeholders.
Salary
$74,000.00 - $138,000.00
BMO Financial Group’s total compensation package may include performance‑based incentives, discretionary bonuses, and other benefits.
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, disability status, or any other legally protected characteristic. We also consider applicants with criminal histories, consistent with applicable federal, state, and local law.
#J-18808-Ljbffr