Manager, Data & Analytics

** This is a hybrid role requiring*
* ** 3-4 days in the Chicago or San Fran office*
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* Key Responsibilities:

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** Insight Generation & Strategic Analysis*
* + Partner with business leaders to identify opportunities and deliver impactful insights.

+ Conduct deep-dive analyses on banking products, client behavior, and performance trends.

+ Develop executive-ready presentations that translate data into strategic recommendations.

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** Technical Excellence*
* + Use SQL and Python (or similar programming languages) to extract, analyze, and visualize data.

+ Build scalable analytical solutions and automate recurring processes.

+ Collaborate with the Sr. Manager and analytics team to improve data workflows and efficiency.

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** Cross-Functional Collaboration*
* + Work closely with product, finance, and strategy teams to align analytics with business priorities.

+ Serve as a thought partner to stakeholders, helping them interpret data and make informed decisions

We are seeking a highly analytical and business-savvy Manager, Data & Analytics to join our Data & Analytics team in our San Francisco or Chicago office. This role is ideal for someone who thrives at the intersection of data and strategy-someone who is passionate about uncovering insights that drive business decisions and has deep experience in banking products and client behavior.

You'll work closely with senior business leaders, translating complex data into clear, actionable insights that influence strategy across sales, pricing, profitability, and client engagement

+ 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.

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* Qualifications:

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** Experience & Domain Knowledge*
* + 5-7 years of experience in analytics, preferably within banking or financial services.

+ Strong understanding of banking products, client segmentation, and business strategy.

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** Technical Skills*
* + Proficient in SQL and Python (or other programming languages with a willingness to learn Python).

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Experience with data visualization tools (e.g., Tableau, Power BI) is a plus.

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** Communication & Influence*
* + Ability to distill complex data into simple, compelling insights.

+ Comfortable presenting to senior stakeholders and influencing decisions.

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** Mindset*
* + Curious, proactive, and…