Forecasting and Scenario Manager

Bank of Montreal•Chicago, IL

2d•$74,000 - $138,000

About The Position

We’re seeking a dynamic, capable, and experienced analyst with demonstrated success in developing marketing forecasts and assisting with scenario planning. You have a strong mastery of data and how to leverage historic trends, industry data and customer behavior to help to model future growth, driven by multiple sales and marketing strategies. You’re adept at synthesizing diverse data points to form agile and cohesive forecasting scenarios that helps us to think through the risks and benefits of different approaches to driving growth and maximizing return. You’re passionate about data-driven strategies and are able to balance translating strategic “big picture” guidance to accurate and detail-oriented results. Most importantly, you value being part of a collaborative, smart, and solution-oriented team committed to delivering outstanding results. Key Responsibilities As part of the U.S P&BB Marketing team, your primary responsibility will be developing forecasts and assisting with scenario planning exercises to evaluate different ways to allocate resources and spend to drive both customer and multi-product growth, in a variety of markets, from a wide range of segments. You’ll work with numerous analytic and reporting partners to synthesize data from various systems and sources, and validate assumptions to build agile and effective scenarios for leadership planning exercises. You’ll use tools like Excel, Power BI, Sharepoint, PowerPoint and others to formulate, compare and visualize data, derive insights, and anlyze the results to help us optimize campaign strategies for maximum impact. You’ll be at the forefront of identifying trends, consumer behaviors, and competitive actions, and recommending how to effectively adapt our marketing efforts to meet or exceed growth targets.

Requirements

~5+ years of experience in data analytics, and/or sales or marketing/sales forecasting, preferably in financial services.
Bachelor’s degree in finance, marketing, data analytics, or a related field.
Demonstrated expertise in developing, building and maintaining a variety of forecasting templates, with agile capability
Advanced proficiency in Excel, Power BI, Tableau, and other data visualization tools.
Deadline-driven; possess the ability to be proactive, forward-thinking, and resourceful.
Exceptional project management skills and attention to detail are required.
Strong interpersonal skills; team player with the ability to merge varying points-of-view and build partnerships to get things done.
You bring a collaborative working style to all that you do, and are able to influence meaningful action and change within a large, matrixed organization.
Experience managing multiple stakeholders and balancing competing priorities.
Creative problem-solving skills and excellent creative sensibilities: well-developed ability to evaluate whether creative meets strategic objectives and brand standards.
Results-driven: Adept at gathering and analyzing data to gain insight into what works, and develop recommendations to optimize marketing effectiveness.
Needs to demonstrate strong analytical and problem-solving skills and the interest in building and maintaining dashboards, reports and telling meaningful stories to leadership on a wide variety of teams that drive data-driven decisions.
Comfortable working in changing, high growth environments; comfortable with ambiguity and working in matrixed organizations.

Nice To Haves

Strong experience in working with cross-functional teams in a fast-paced, matrixed environment.
Familiarity with financial marketing platforms and tools like Salesforce and FIS.
Advanced experience with Workfront or similar project management software highly preferred.

Responsibilities

Learn the data landscape within our business and build relationships with key reporting and analytic partners across the team
Understand the current strategy and planning needs from a variety of U.S. P&BB Marketing team members to help drive our deposit and loan growth, acquire credit card customers and build meaningful relationships with current customers
Assist with tracking campaign performance, incentives, and promotional efforts
Understand our current forecasts and the scenario planning that exists to identify its value and limitations
Begin to assist with scenario planning initiatives
Work to identify ways to improve our forecasting templates, and scenario planning workbooks
Partner with team leads to ensure data insights and KPIs are integrated into ongoing reporting and tracking
Partner with leadership team to ensure budget is tracked and aligned at a leadership level
Determine optimal ways to approach marketing planning forecasting across multiple business lines
Build effective relationships with internal/external stakeholders and ensure alignment
Finalize new forecasting templates that align to marketing and business partner needs
Partner with team leads to begin annual planning process to determine marketing budgets and goals
Regularly review and analyze current reporting, including market performance, to inform future strategies
Acts as a trusted advisor to business partners and influences/negotiates to achieve business objectives
Identify emerging issues and trends to inform decision-making
Monitor and track performance, and design regular and ad-hoc reports and dashboards

Benefits

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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