Forecasting and Scenario Manager

01/02/2026

Address:

320 S Canal Street

Job Family Group:

Marketing

We’re seeking a dynamic, capable, and experienced analyst with demonstrated success in developing marketing forecasts and assisting with scenario planning.  You have a strong mastery of data and how to leverage historic trends, industry data and customer behavior to help to model future growth, driven by multiple sales and marketing strategies. 

You’re adept at synthesizing diverse data points to form agile and cohesive forecasting scenarios that helps us to think through the risks and benefits of different approaches to driving growth and maximizing return. You’re passionate about data-driven strategies and are able to balance translating strategic “big picture” guidance to accurate and detail-oriented results. Most importantly, you value being part of a collaborative, smart, and solution-oriented team committed to delivering outstanding results. 

Key Responsibilities 

As part of the U.S P&BB Marketing team, your primary responsibility will be developing forecasts and assisting with scenario planning exercises to evaluate different ways to allocate resources and spend to drive both customer and multi-product growth, in a variety of markets, from a wide range of segments. 

You’ll work with numerous analytic and reporting partners to synthesize data from various systems and sources, and validate assumptions to build agile and effective scenarios for leadership planning exercises. You’ll use tools like Excel, Power BI, Sharepoint, PowerPoint and others to formulate, compare and visualize data, derive insights, and anlyze the results to help us optimize campaign strategies for maximum impact. You’ll be at the forefront of identifying trends, consumer behaviors, and competitive actions, and recommending how to effectively adapt our marketing efforts to meet or exceed growth targets. 

Responsibilities – within your first 30 days: 

• 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 

Responsibilities – within your first 60 days: 

• 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 

Responsibilities – within your first 90 days: 

• 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 

Must Haves: 

• ~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 Skills: 

• 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. 

Salary:

$74,000.00 - $138,000.00

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 http://jobs.bmo.com/us/en

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 BMOCareers.Support@bmo.com 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.