Senior Data Analyst (Business Intelligence Requirements Lead - FP&A)

Role Description

BMO is currently sourcing for a Senior Data Analyst (Business Intelligence Requirements Lead - FP&A). This is a remote contract role (6-month contract) starting August 17, 2026, through January 31, 2027.

This role supports the Finance organization by acting as the key liaison between FP&A stakeholders and BI development teams. The Senior Data Analyst will gather and translate business requirements into technical specifications to deliver effective reporting and analytics solutions. The position directly impacts financial planning, forecasting, and decision-making processes within the organization.

Key Responsibilities:

• Collaborate with FP&A stakeholders to gather, analyze, and document business requirements for BI and analytics solutions.
• Translate complex financial planning concepts such as forecasting cycles, planning seasons, stress testing, P&L analysis, and balance sheet reporting into technical requirements.
• Serve as the primary bridge between business users and BI development teams to ensure alignment of objectives and deliverables.
• Facilitate requirement-gathering workshops, stakeholder interviews, and working sessions with finance and business teams.
• Develop and maintain comprehensive business and functional requirements documentation.
• Partner with Power BI developers to ensure dashboards and reports meet business expectations and timelines.
• Perform data validation, reconciliation, and quality assurance to support reporting accuracy.
• Coordinate and support User Acceptance Testing (UAT) to ensure solutions satisfy business requirements.
• Utilize SQL and Python for data analysis, validation, prototyping, and exploratory investigations.
• Promote best practices in requirements management, stakeholder engagement, and BI solution delivery.
• Continuously improve documentation standards, processes, and methodologies for requirements gathering and solution development.

Qualifications

• 5-8 years of FP&A experience within banking, financial services, or related finance environment.
• Strong understanding of financial planning processes including forecasting, budgeting, planning cycles, and stress testing.
• 5+ years knowledge of accounting principles including P&L statements, balance sheets, income statements, and financial performance reporting.
• Bachelor's degree in Finance, Accounting, Business, Data Analytics, Computer Science, or related field (or equivalent experience).
• Hands-on experience with Power BI and business intelligence reporting solutions.
• Proficiency in SQL for querying, validating, and analyzing data.
• Working knowledge of Python for data analysis and validation.
• Experience gathering, documenting, and translating business requirements into technical specifications.
• Experience supporting enterprise-scale BI or data analytics initiatives.
• Familiarity with Agile delivery methodologies.
• Background in banking, risk management, or financial regulatory reporting.
• Familiarity with data warehousing and enterprise data management concepts.

Nice to Have Skills

• Experience with financial regulatory reporting.
• Advanced knowledge of data validation and quality assurance techniques.

Ideal Candidate

• Proven ability to work effectively with both business stakeholders and technical development teams.
• Experience facilitating workshops and stakeholder engagement in complex financial environments.
• Demonstrated ability to improve documentation standards and processes.
• Strong analytical skills with a focus on financial data and BI solution delivery.