Senior Analyst, Finance AI & Analytics

BMO•Chicago, IL

2d•$57,500 - $106,500

About The Position

Supports the identification, design, and delivery of artificial intelligence and automation solutions across Finance. Partners with stakeholders in FP&A, Controllership, Treasury, Procurement, and Finance Operations to assess opportunities, develop solutions, and drive adoption, in alignment with enterprise data, model risk, and governance standards. Identifies and assesses opportunities to apply artificial intelligence and automation to Finance processes; articulates the business case and the estimated value being delivered. Translates business requirements into solution designs in collaboration with data engineering and technology partners. Develops, tests, and iterates prototypes and solutions using generative and agentic AI tooling, Python, and SQL. Designs and executes evaluation approaches to assess the accuracy, consistency, and stability of AI outputs; documents methodology, assumptions, and limitations. Builds and maintains the data pipelines and data models required to support AI and analytics solutions. Designs dashboards and reporting to make solution outputs, performance, and adoption metrics available to stakeholders. Documents data flow, systems and processes to improve the design, implementation and management of business/group processes. Maps current-state processes, quantifies baseline performance, and recommends future-state design prior to automation. Develops tools and delivers training programs for use of AI and analytics solutions by non-technical end users; may include delivery of training to audiences. Ensures solutions are developed and deployed in alignment with enterprise model risk, data governance, privacy, and third-party risk requirements. Monitors solution performance and adoption following implementation, and addresses any issues. Collaborates with internal stakeholders to provide business context in the design, development, and implementation of solutions. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Acts as a trusted advisor to assigned business/group. 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. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Broader work or accountabilities may be assigned as needed.

Requirements

Typically between 3 - 6 years of relevant experience and post-secondary degree in a related field of study, or an equivalent combination of education and experience.
Experience delivering artificial intelligence, generative AI, or advanced automation solutions from concept through to implementation - In-depth.
Hands-on experience with SQL and Python - In-depth.
Experience developing business intelligence and data visualization solutions; Power BI preferred - In-depth.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.

Nice To Haves

Post-graduate degree in business analytics, data science, or a related quantitative discipline, or an MBA with a quantitative concentration - preferred.
Experience in financial services, or in management consulting serving financial services clients - preferred.
Experience with process improvement methodology (Lean Six Sigma) and process mapping or process mining tools - an asset.
Experience with lakehouse platforms (Databricks), dimensional modelling, and pipeline development - an asset.
Experience designing validation or evaluation frameworks for large language model outputs - an asset.
Experience with automation tooling such as Alteryx, VBA, or Power Automate - an asset.

Responsibilities

Identifies and assesses opportunities to apply artificial intelligence and automation to Finance processes; articulates the business case and the estimated value being delivered.
Translates business requirements into solution designs in collaboration with data engineering and technology partners.
Develops, tests, and iterates prototypes and solutions using generative and agentic AI tooling, Python, and SQL.
Designs and executes evaluation approaches to assess the accuracy, consistency, and stability of AI outputs; documents methodology, assumptions, and limitations.
Builds and maintains the data pipelines and data models required to support AI and analytics solutions.
Designs dashboards and reporting to make solution outputs, performance, and adoption metrics available to stakeholders.
Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
Maps current-state processes, quantifies baseline performance, and recommends future-state design prior to automation.
Develops tools and delivers training programs for use of AI and analytics solutions by non-technical end users; may include delivery of training to audiences.
Ensures solutions are developed and deployed in alignment with enterprise model risk, data governance, privacy, and third-party risk requirements.
Monitors solution performance and adoption following implementation, and addresses any issues.
Collaborates with internal stakeholders to provide business context in the design, development, and implementation of solutions.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Acts as a trusted advisor to assigned business/group.
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.