Manager, Forecasting and Value Analytics at Bank of… · Toronto

Manager, Forecasting and Value Analytics Location: Toronto, ON, CAN Application Deadline: 06/11/2026 Address: 33 Dundas Street West Job Family Group: Data Analytics & Reporting This is a hybrid role The mission of the Analytics Centre of Excellence is to use insights and best in class data to better understand what drives the customer experience, ultimately strengthening customer loyalty, increasing profitability, and improving efficiencies as customers continue to expect more of BMO. This role supports this objective by leveraging the use of advanced analytical techniques and tools to develop and maintain tools for financial forecasting and measurement of profitability valuation. Mandate: This role is accountable to support the Canadian Personal Portfolio with financial forecasting, valuation, customer and portfolio analytics, as well as acting as SME on customer level value processes and accountabilities. Specific customer value processes include: Financial modelling, risk modelling, customer profitability and value analytics inclusive of segmentation schematics. Key Accountabilities: Financial Forecasting and Modeling Support the monthly balance, loss, and profitability forecasting processes and provide key insights and financial outlook for partners across P&C. Develop and maintain new and existing forecasting tools by using micro-segmentation approach and macroeconomic overlays. Create scenario and sensitivity analysis to test the reasonability and strength of the forecast, fostering the trust and confidence of the financial outlook Own root cause analysis of forecast variances versus actuals across balances, losses, and profitability, identifying key drivers related to customer behavior, strategy execution, macroeconomic conditions, and model assumptions Customer/Channel Profit Analytics: Support P&C Segment with ad-hoc customer and portfolio analytics along with acting as SME on processes, products and transactional & revenue data. Support ongoing analytic requests that aid in the organizations understanding of customer, channel and profitability. Establish and maintain both analytical model development and financial performance measurement standards. Ensure that models are updated with key inputs and assumptions. Lead the automation of financial performance measurement tools and model deployment processes. Knowledge & Skills: The ideal candidate will have some of the following experience and skills: University degree in quantitative field (finance, math/statistics degree). At least 5 years of relevant experience with a major financial institution. Strong familiarity with retail banking product economics. Strong database querying and analytic tool management experience including SAS, SQL, R, Python, Excel. Knowledge of financial analysis and forecasting and applying machine learning statistical concepts successfully Knowledge of activity-based costing principles and a demonstrated history of applying those concepts successfully. Ability to independently conceptualize and explain financial ideas. Keen business knowledge and understanding of the appropriate ways to use profitability information to support business decisions. Strong team player. Strong written and verbal communication skills. FRM or CFA designations are a benefit Salary: $69,000.00 - $129,000.00 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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards 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. 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. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. 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.