Manager, Customer Insights & Reporting

at  BMO Financial Group

33 Dundas Street West Toronto Ontario,M5G 3C2
The Manager, Customer Insights and Reporting is responsible for the development, production, and ownership of customer metrics and reporting across Personal banking.
The individual will have an end-to-end project accountability. Beginning with understanding the business KPIs, they will leverage expertise in process design to determine an efficient and optimal process for delivering reporting results. Development will include structuring the data flow and setting up automation. Ownership will continue post-implementation and include investigations, improvements, and partner relations.

ANALYTIC CAPABILITIES & CRITICAL THINKING

• Understand business KPIs, and relevant drivers and factors that can help reach business objectives.
• Internalize and understand the larger context of customer data elements and leverage a strong awareness of how customer and account attributes intersect.
• Analyze large, complex datasets (from multiple sources both structured and unstructured) to drive insights and recommendations.
• Be a practitioner of data best practices including QA, stable design, code optimization, and automation techniques.
• Design and improve production and ad-hoc reporting processes with the goal of optimizing consumption and performance.

KNOWLEDGE

• BS/BA in Commerce, Finance, Statistics, Quantitative methods, Math, Computer Science, Marketing, or similar.
• 3+ years of applicable experience.
• Strong foundation in data and analysis.
• Ability to pull data from multiple sources and formulate comprehensive and actionable reports
• Strong analytic and pattern recognition to connect causal factors and form hypotheses.

SKILLS

• Expert proficiency in SQL, Excel, PPT.
• Proficiency in SAS EG coding.
• Strong communication skills (verbal & written); ability to provide concise, clear reporting, actionable analysis and presentations.
• Ability to interact with all levels of end users and technical resources.
• Experience in data visualization preferred, including visualization software such as Power BI, Microsoft Reporting Services, Spotfire or Tableau.
• Creative problem-solving skills
• A ‘can-do’ attitude and passion for analytics including the insight and value it can provide.
• Self-motivation and the capacity to work under pressure and tight deadlines.
• Proven ability to self-check work to ensure results are error-free
• Ability to plan, organize and work on multiple tasks simultaneously
• Technical experience working in analytical software, and business software (Excel, PowerPoint, Word)

Please refer the Job description for details