Strategic Initiatives & Analytics Lead

BMO U.S.; Illinois; On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a strategic operations professional to advance the business priorities and drive profitable performance.

You will gather and integrate information, interpret financial results, and provide planning support to enhance operational effectiveness and risk management across the organization. The role involves analytics, reporting, and communicating with leadership and stakeholders to ensure alignment with strategic initiatives and budget targets.

Qualifications

• Typically 4–6 years of relevant experience and a post-secondary degree.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills – in-depth.
• Collaboration & team skills – in-depth.
• Analytical and problem solving skills – in-depth.
• Influence skills – in-depth.
• Data driven decision making – in-depth.

Responsibilities

• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Provides input into the planning & implementation of operational programs.
• Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Conducts independent review, analysis, and resolution of strategic issues.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Acts as the primary point of contact for service / customer complaint escalations managing the process and communication and following up to ensure customer satisfaction and optimizing overall customer experience.
• Ensures the effective planning and control of unit operating expenses in accordance with business forecasts to ensure spending is maintained within budget.
• Coordinates budgets and reporting to track actual results vs. budget.
• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• 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.

Skills

Communication

Collaboration

Analytical thinking

Influence

Data-driven decisions

Education

Post-secondary degree

Job description

BMO U.S. is seeking a strategic operations professional to advance the business priorities and drive profitable performance.

You will gather and integrate information, interpret financial results, and provide planning support to enhance operational effectiveness and risk management across the organization. The role involves analytics, reporting, and communicating with leadership and stakeholders to ensure alignment with strategic initiatives and budget targets.