Financial Analysis & Reporting Manager

Data Analytics & Reporting

Advanced campaign analytics, marketing science, or customer analytics roles

Financial services, telecom, retail, or large data-rich enterprises

Customer Contact is transitioning from a volume-driven execution model to a strategy-led growth discipline . This role is central to that shift-ensuring communication activity is accountable to tangible business outcomes such as product acquisition, booked rates, relationship deepening, and return on equity.

Success in this role will materially improve how investment decisions are made, how performance is understood, and how customer engagement drives sustainable growth.

Strategy & Planning

Define and maintain the enterprise measurement strategy for targeted customer communications across channels.

accounts opened, acceptance rates, booked rates, incremental sales, ROE).

Align data sources, reporting frameworks, and analytical methods to support robust post-campaign analysis.

Develop annual measurement plans and performance scorecards aligned to business priorities and product OKRs.

Data, Analytics & Insights

Lead measurement of campaign performance including incrementality, attribution, targeting effectiveness, and contact optimization outcomes.

Ensure campaigns are designed with statistical rigor , test-and-learn principles, and clear hypotheses.

Translate complex, multi-dimensional results into clear executive narratives that inform strategy, investment, and prioritization.

Proactively surface insights and recommendations that improve campaign effectiveness and business performance.

Standardize campaign measurement approaches, including test/control cell design and success metrics.

Reduce time-to-insight by accelerating analysis cycles and automating recurring reporting.

Shift analytical effort from manual reporting to insight generation and strategic advisory.

Introduce advanced techniques such as causal inference, experimentation, modeling, and AI-enabled analytics where appropriate.

Serve as the enterprise point of accountability for campaign measurement across targeted communications.

Partner closely with Product, Sales, Marketing, Channels, Analytics COE, Technology, Credit Strategy, and Risk.

Collaborate with Sales and Channel Analytics partners to deliver a unified executive view of performance.

Lead, coach, and develop a team of senior analysts and measurement specialists.

Build durable analytical capability through standards, reusable assets, automation, and talent development-not hero analytics.

Set clear priorities, manage performance, and support career growth and mobility.

Customer Experience, Risk & Governance

Ensure frameworks reflect customer perspectives and enterprise experience principles.

Ensure data is used responsibly and securely, supporting audits and regulatory requirements.

Capture business and credit impacts where relevant.

Senior leaders rely on your insights to prioritize investment and change strategy.

The Director, Campaign Reporting & Measurement is a senior leadership role responsible for transforming how customer contact activity is measured, evaluated, and connected to enterprise business outcomes. It exists to ensure campaign strategy and investment decisions are grounded in evidence, incrementality, and commercial impact. You will shape how success is defined, measured, and communicated-helping the organization move from activity-based reporting to outcome-driven decision making .

You will lead a team of senior analysts and measurement specialists, influence executives across Marketing, Product, Sales, and Analytics, and evolve measurement capabilities through standardization, automation, and advanced analytical approaches..

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. 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.

Ensures alignment between values and behaviour that fosters diversity and inclusion.

Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.

Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.

Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.

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.

7+ years of experience in analytics, data science, business intelligence, or financial analysis.

• Deep experience measuring customer communications, marketing campaigns, or lifecycle programs.
• Proven experience leading analytical teams and developing senior talent.
• Demonstrated ability to connect analytics to business outcomes, unit economics, and product performance.
• Experience operating in large, complex, data-rich organizations (financial services preferred).
• Proficiency with Power BI, Excel, PowerPoint, and enterprise data visualization tools.

Salaries for part-time roles will be pro-rated based on number of hours regularly worked. 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. It calls on us to create lasting, positive change for our customers, our communities and our people. 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.

Accommodations are available on request for candidates taking part in all aspects of the selection process. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.