Job Information
BMO Financial Group Senior Lead Reporting Analyst in San Ramon, California
Support the strategic data, analysis and reporting needs of the NA Commercial Banking Emerging Middle Market (US) and Mid Market (CA) segments, as an extension of their teams and as a liaison across NACB Data & Analytics. Provide analysis and insights to support strategic decision making and help drive business objectives, through a thorough understanding of business needs and analytical solutions. Perform business and data analysis to answer key business questions. Conduct data discovery to support analyses and report development, and partner to implement new data sources, determine data gaps and/or answer data questions. Design and implement reporting solutions to address recurring needs.
Success factors:
Comfortable in a fast-paced and ambiguous environment, and is a quick learner
Ability to work independently with limited supervision
Strong relationship-building and cross-functional collaboration skills
Excellent critical thinking/analytical/problem solving and organizational skills; ability to analyze issues/requests and determine next steps
Excellent written and oral communication skills
General understanding of data and how it’s used to inform business decisions; data-driven decision-making
Proficient with Microsoft Office Products (Word, Excel, PowerPoint, Access, etc)
Experience working with bank data, especially credit data, and associated business acumen
Advanced Business Intelligence/Report Development skills (Dataset Design, Power BI preferred)
Advanced Programming, Query, Modeling and Analytical Tool skills
Understands and articulates the business case of business questions and the estimated value being delivered. Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use. Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools.
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.
Qualifications:
Foundational level of proficiency:
Technical design optimization.
Decision Making.
Systems Thinking.
Intermediate level of proficiency:
Data visualization.
Data storytelling.
Data mining.
Illustration.
Creative thinking.
Problem Solving.
Verbal & written communication skills.
Collaboration & team skills.
Analytical and problem solving skills.
Data driven decision making.
Advanced level of proficiency:
Insights design.
Insights development and reporting.
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Salary:
$72,500.00 - $134,500.00
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: https://jobs.bmo.com/global/en/Total-Rewards
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 https://jobs.bmo.com/us/en
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 BMOCareers.Support@bmo.com 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.