Manager, Customer Insights & Reporting
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Job Location:
Chicago, IL - USA
Monthly Salary:
$ 74000 - 138000
Posted on:
7 days ago
Vacancies:
1 Vacancy
Job Summary
Application Deadline:
Address:
320 S Canal StreetJob Family Group:
Data Analytics & ReportingThis is a hybrid role in Chicago
Key Responsibilities
HandsOn 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 adhoc analysis
- PowerPoint decks for executive and senior management audiences
- Ensure reporting is decisionoriented clearly explaining what the data is telling us and why it matters.
Business Problem Solving
- Partner with business stakeholders to clarify and interpret openended 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 realworld banking dynamics and business context.
Team Contribution & Ways of Working
- Operate effectively as a senior individual contributor with minimal daytoday 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) is a senior individual contributor responsible for delivering highquality customer analytics and executive reporting across US Banking including Personal Banking Business Banking Commercial Banking and Wealth Management.
This role is handson and executionfocused owning the endtoend analytics and reporting processfrom data extraction and analysis through to executiveready 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 openended 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 decisionmaking and strengthening how customer data is used across lines of business.
- Builds various reporting dashboards using the most appropriate data extraction data cleaning and data visualisation techniques.
- Provides value through insights reporting and data visualization techniques. Selects configures and implements analytics solutions for consistency and repeatability.
- Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights.
- Works with different teams management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization.
- Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them.
- Develops data visualizations of large amounts of data that facilitate the intuitive presentation of data to decision makers.
- Documents data flow systems and processes to improve the design implementation and management of business/group processes.
- Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
- Focus is primarily on business/group within BMO; may have broader enterprise-wide focus.
- Provides specialized consulting analytical and technical support.
- Exercises judgment to identify diagnose and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role in line with our Risk Culture and within our approved Risk Appetite making sound and risk informed decisions that align to business strategy protect assets and adhere to applicable policy documents (Frameworks Policies Standards Procedures and Supporting documents) laws and regulations.
Qualifications:
- 57 years of experience in analytics insights or reporting roles preferably within banking or financial services.
- Strong handson 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 fastpaced evolving environment with changing business questions.
- Ability to explain complex analysis clearly to nontechnical stakeholders..
Salary:
$74000.00 - $138000.00Pay Type:
SalariedThe above represents BMO Financial Groups pay range and type.
Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.
BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.
As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.
Required Experience:
Manager
About Company
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