BMO · 1 month ago
Forecasting and Scenario Manager
Chicago, IL, USA
Full-time
Onsite
Mid, Senior Level
$74K/yr - $138K/yr
5+ years expBMO is a financial institution committed to creating lasting, positive change for customers and communities. They are seeking a Forecasting and Scenario Manager to develop marketing forecasts and assist with scenario planning, leveraging data to model future growth and optimize marketing strategies.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Learn the data landscape within our business and build relationships with key reporting and analytic partners across the team
Understand the current strategy and planning needs from a variety of U.S. P&BB Marketing team members to help drive our deposit and loan growth, acquire credit card customers and build meaningful relationships with current customers
Assist with tracking campaign performance, incentives, and promotional efforts
Understand our current forecasts and the scenario planning that exists to identify its value and limitations
Begin to assist with scenario planning initiatives
Work to identify ways to improve our forecasting templates, and scenario planning workbooks
Partner with team leads to ensure data insights and KPIs are integrated into ongoing reporting and tracking
Partner with leadership team to ensure budget is tracked and aligned at a leadership level
Determine optimal ways to approach marketing planning forecasting across multiple business lines
Build effective relationships with internal/external stakeholders and ensure alignment
Finalize new forecasting templates that align to marketing and business partner needs
Partner with team leads to begin annual planning process to determine marketing budgets and goals
Regularly review and analyze current reporting, including market performance, to inform future strategies
Acts as a trusted advisor to business partners and influences/negotiates to achieve business objectives
Identify emerging issues and trends to inform decision-making
Monitor and track performance, and design regular and ad-hoc reports and dashboards
Qualification
Required
~5+ years of experience in data analytics, and/or sales or marketing/sales forecasting, preferably in financial services
Bachelor's degree in finance, marketing, data analytics, or a related field
Demonstrated expertise in developing, building and maintaining a variety of forecasting templates, with agile capability
Advanced proficiency in Excel, Power BI, Tableau, and other data visualization tools
Deadline-driven; possess the ability to be proactive, forward-thinking, and resourceful. Exceptional project management skills and attention to detail are required
Strong interpersonal skills; team player with the ability to merge varying points-of-view and build partnerships to get things done. You bring a collaborative working style to all that you do, and are able to influence meaningful action and change within a large, matrixed organization
Experience managing multiple stakeholders and balancing competing priorities
Creative problem-solving skills and excellent creative sensibilities: well-developed ability to evaluate whether creative meets strategic objectives and brand standards
Results-driven: Adept at gathering and analyzing data to gain insight into what works, and develop recommendations to optimize marketing effectiveness. Needs to demonstrate strong analytical and problem-solving skills and the interest in building and maintaining dashboards, reports and telling meaningful stories to leadership on a wide variety of teams that drive data-driven decisions
Comfortable working in changing, high growth environments; comfortable with ambiguity and working in matrixed organizations
Preferred
Strong experience in working with cross-functional teams in a fast-paced, matrixed environment
Familiarity with financial marketing platforms and tools like Salesforce and FIS
Advanced experience with Workfront or similar project management software highly preferred
Benefits
Performance-based incentives
Discretionary bonuses
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
MarketScreener
2026-01-06
2025-12-24
Company data provided by crunchbase