Manager, Customer Insights & Reporting

BMO•Chicago, IL

3d•$74,000 - $138,000•Hybrid

About The Position

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. 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.

Requirements

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.

Nice To Haves

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.

Responsibilities

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.
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.
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.
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.
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.
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.
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.