Lead Analyst - Data & Analytics (San Francisco)

Application Deadline:08/21/2025

Address:

180 Montgomery St.

Job Family Group:

Data Analytics & Reporting

This role is responsible for analyzing data, identifying trends, and providing actionable insights to support business decision-making across North American Commercial Bank. By working with cross-functional teams including Finance, Strategy, Data Foundations and other business units the individual ensures alignment on key metrics, reporting methodologies and analytics solutions.

A key focus of the role is to deliver accurate, timely and meaningful data insights while ensuring reporting consistency and usability across the organization. The individual will optimize, refine, automate, and scale analytics processes, helping to create efficient, repeatable reporting and decision-support tools. Additionally, they will collaborate with stakeholders to improve data-driven strategies and foster a culture of analytics-driven decision-making within North American Commercial Bank.

Key Responsibilities

• Data Analysis & Insights: Identify trends, patterns, and relationships in data to support strategic decision-making. Utilize advanced analytics to transform raw data into meaningful insights.
• Reporting & Data Visualization: Design and develop interactive dashboards and reports using tools like Tableau, Power BI, and Python to present complex data in a clear, intuitive format. Ensure visualizations effectively communicate insights to both technical and non-technical audiences.
• Automation & Scalability: Standardize and automate reporting processes to improve efficiency and scalability. Implement repeatable analytics solutions that enhance decision support.
• Collaboration & Stakeholder Engagement: Work with different teams, management, and stakeholders to refine analytics solutions for maximum impact. Ensure that visualizations and reports align with business needs and user experience best practices.
• Documentation & Process Improvement: Maintain thorough documentation of data flows, systems, and analytics processes. Identify opportunities to optimize existing workflows and improve data management strategies.
• Training & Enablement: Develop and deliver training programs for non-technical users on self-service analytics tools, reporting best practices, and data interpretation. Provide guidance on maximizing the value of analytics tools.
• Problem Solving & Decision Support: Exercise sound judgment in identifying, diagnosing, and resolving data-related issues within given rules. Handle non-routine situations with a proactive and analytical mindset.

Qualifications

Foundational Level of Proficiency:

• Technical Design Optimization Ability to refine and enhance analytics solutions for efficiency and effectiveness.
• Decision Making Uses data-driven insights to support informed decision-making.
• Systems Thinking Understands how analytics solutions fit into broader business processes.

Intermediate Level of Proficiency:

• Technical Skills: Strong Excel and PowerPoint skills but prefers to use SQL, Python, Tableau, and Power BI for data manipulation, analysis, reporting, and dashboards.
• Planning & Organization: Excellent organizational skills and ability to manage shifting priorities in a fast-paced environment.
• Data Visualization & Storytelling: Experience in data visualization, data storytelling, data mining, and illustration to create meaningful insights.
• Creative Thinking & Problem Solving: Ability to develop innovative solutions to complex business challenges.
• Communication & Collaboration: Strong verbal and written communication skills, teamwork, and stakeholder engagement to ensure analytics solutions meet business needs.
• Analytical Thinking: Demonstrated ability to analyze data, solve problems, and drive insights that influence business decisions.

Advance Level of Proficiency:

• 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.

Salary :

$88,800.00 - $165,600.00

Pay Type:

Salaried

The above represents BMO Financial Groups 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 Groups expected target for the first year in this position.

BMO Financial Groups 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:

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. Well 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, well help you gain valuable experience, and broaden your skillset.

To find out more visit us at

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 [email protected] 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.

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