Senior Analyst

About

We are looking for a curious and impact-driven Senior Analyst to join our Data & Analytics team in our San Francisco or Chicago office. This role is perfect for someone with 3–5 years of experience in banking analytics who enjoys turning data into insights that shape business decisions. You’ll work closely with business leaders and senior analysts to uncover trends, solve problems, and support strategic initiatives.

Key Responsibilities

Insight Development & Reporting

• Analyze banking product performance and client behavior to identify opportunities and risks.
• Support recurring and ad-hoc reporting needs for business stakeholders.
• Translate data into clear, actionable insights that inform decisions across sales, pricing, and profitability.

Technical Execution

• Use SQL and Python (or similar programming languages) to extract, clean, and analyze data.
• Build and maintain scalable data pipelines and reporting.
• Contribute to automation and process improvement efforts within the team.

Collaboration & Communication

• Partner with cross-functional teams to align analytics with business goals.
• Present findings in a clear and compelling way to non-technical audiences.
• Support senior analysts and managers in strategic projects and deep-dive analyses.

Additional Responsibilities

• 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.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique 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

Experience

• 2–5 years of experience in data analytics, preferably in banking or financial services.
• Familiarity with banking products and client segmentation.

Technical Skills

• Proficient in SQL and Python (or other programming languages with a willingness to learn Python).
• Experience with data visualization tools (e.g., Tableau, Power BI) is a plus.

Communication & Problem Solving

• Strong analytical thinking and attention to detail.
• Ability to communicate insights clearly and effectively.
• Eagerness to learn and contribute to a collaborative, high-performing team.

Salary

$57,500.00 - $106,500.00

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.

Benefits

• health insurance
• tuition reimbursement
• accident insurance
• life insurance
• retirement savings plans