Manager, Customer Insights & Reporting

Manager, Customer Insights & Executive Reporting (G7)

This is a hybrid role in Chicago

Key Responsibilities

Hands-On Analytics & Data Preparation

• 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.

Reporting & Executive Communication

• 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.

Business Problem Solving

• 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.

Banking & Domain Knowledge Application

• 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.

Team Contribution & Ways of Working

• 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.

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 visualization 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.

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, 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.

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.

Salary: $74,000.00 - $138,000.00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type. 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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to View email address on click.appcast.io and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.