Manager, Customer Insights & Reporting

About the role

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.

Key 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, and 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, and 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.
• Build various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques.
• Provide value through insights, reporting and data visualization techniques.
• Select, configure and implement analytics solutions for consistency and repeatability.
• Research and apply continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights.
• Work with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization.
• Translate business needs to technical specifications and evaluate existing data visualization systems in order to improve them.
• Develop data visualizations of "large" amounts of data that facilitate the intuitive presentation of data to decision makers.
• Document data flow, systems and processes to improve the design, implementation and management of business/group processes.
• Develop tools and deliver training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
• Provide specialized consulting, analytical and technical support.
• Exercise judgment to identify, diagnose, and solve problems within given rules.
• Work independently and regularly handle non-routine situations.
• 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

• 5–7+ years of experience in analytics, insights, or reporting roles, preferably within banking or financial services.
• Strong, hands‑on experience with Python, SQL, and SAS.
• Experience producing business insights through Power BI, Excel, and 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 fast‑paced, evolving environment with changing business questions.
• Ability to explain complex analysis clearly to non‑technical stakeholders.

Pay

Salary range: $74,000.00 – $138,000.00. Pay Type: Salaried. 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 Group’s expected target for the first year in this position. BMO Financial Group’s 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.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans