Financial Planning Scorecard Developer

7 days ago


Toronto, Ontario, Canada BMO Full time

Understands and articulates the business case of business questions and the estimated value being delivered. Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use. Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools.

  • Builds various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques.
  • Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability.
  • Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights.
  • Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization.
  • Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them.
  • Develops data visualizations of "large" amounts of data that facilitate the intuitive presentation of data to decision makers.
  • Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
  • Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
  • 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.

Qualifications:



Key Skills:
  • SQL Queries to pull and combine data - There will be an evaluation .
  • SAS Queries to pull and transform data.
  • SSRS/Visual studio/Power BI experience for report building.

Foundational level of proficiency:

  • Technical design optimization.
  • Decision Making.
  • Systems Thinking.
  • Data visualization.
  • Data storytelling.
  • Data mining.
  • Illustration.
  • Creative thinking.
  • Problem Solving.

Intermediate level of proficiency:

  • Insights design.
  • Insights development and reporting.
  • Verbal & written communication skills.
  • Collaboration & team skills.

Technical proficiency gained through education and/or business experience.

Grade:


6

Job Category:


Individual Contributor / Collaborateur

We're here to support you

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.

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.



  • Toronto, Ontario, Canada Society for College and University Planning Full time

    Vice-President, Finance and Administration York University York is proud of the unparalleled vibrant diversity of our student population, which mirrors that of the Greater Toronto Area and includes students from across Canada and around the world. We are a community of over 60,000 faculty, staff and students, and over 325,000 alumni worldwide, all building...

  • Manager, Planning

    1 week ago


    Toronto, Ontario, Canada Rogers Communications, Inc. Full time

    Looking to join a growing financial services team? Rogers Bank, a subsidiary of Canada's leading wireless, cable and media company, is expanding and seeking passionate individuals to develop and implement innovative financial solutions and experiences. The bank offers unique cash-back benefits and financing options for Rogers purchases using cutting-edge...

  • Business Planning

    1 week ago


    Toronto, Ontario, Canada Healthcare of Ontario Pension Plan (HOOPP) Full time

    Why you'll love working here:- high-performance, people-focused culture- our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves- learning and development initiatives, including workshops, Speaker Series events and access to...


  • Toronto, Ontario, Canada BMO Financial Group Full time

    1901 Eglinton Avenue West Toronto Ontario,M6E 2J5Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...


  • Toronto, Ontario, Canada Plusgrade Full time

    Plusgrade powers the global travel industry with its portfolio of leading ancillary revenue solutions. Over 200 airline, hospitality, cruise, passenger rail, and financial services companies trust Plusgrade to create new, meaningful revenue streams through incredible customer experiences. As an ancillary revenue powerhouse, Plusgrade has generated billions...


  • Toronto, Ontario, Canada Foresters Financial Full time

    Job DescriptionKey ResponsibilitiesCoordinate expense budgeting, forecasting and presentation of analysis.Expense reporting and analysis to support management of direct and fully allocated expenses and expense overruns.Support the preparation of the annual expense study.Prepare Sales planning models to support the NA Sales team and the calculation of sales...

  • Financial Planning

    1 week ago


    Toronto, Ontario, Canada Lannick Full time $90,000 - $95,000

    Our client is a services company in the real estate sector. They are currently looking for a Senior Financial Analyst, Financial Planning & Strategy to join their team Benefit from flexible working arrangements. Financial Planning and Forecasting Develop and maintain financial models to forecast revenue, expenses, and cash flows. Collaborate with the...

  • Financial Planning

    7 days ago


    Toronto, Ontario, Canada HomeEquity Bank Full time

    WHO WE AREHomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we're passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse...

  • Financial Planning

    1 week ago


    Toronto, Ontario, Canada Clarity Recruitment Full time

    Reporting to the Senior Manager of Financial Planning and Analysis, the Senior Financial Analyst – FP&A is integral to managing financial activities, providing insights, and partnering with department heads and leadership. Join a leading manufacturing company on its growth journey and apply now Handle budgeting and forecasting for all general and...

  • Financial Planning

    7 days ago


    Toronto, Ontario, Canada Bank of Montreal Full time

    Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Takes a lead in proactively engaging with new and existing customers and...

  • Financial Planning

    1 week ago


    Toronto, Ontario, Canada Grand Touring Automobiles Full time

    Full-Time | Accounting | Toronto, ON | Apr 2, 2024 Reporting to the Controller, the Financial Analyst is involved in a full range of duties relating to financial reporting and budgeting for multiple dealerships across the organization. The Financial Analyst will support the entire Finance Department to ensure that work is properly allocated and completed in...


  • Toronto, Ontario, Canada Manpower Canada Full time $168,477 - $210,646

    Manpower is proud to announce their partnership with the Toronto Transit Commission (TTC) in facilitating the search for their next Head of Financial Planning & Analysis - Capital ( VP level ). As the Head of Financial Planning & Analysis (FP&A) - Capital, you will be a key member of the Finance leadership team. You will lead a sizable team to ensure fiscal...

  • Financial Analyst

    2 weeks ago


    Toronto, Ontario, Ontario, Canada Vaco Full time

    About the Opportunity:Support the Business Analytics portfolio in end to-end funder reporting and building dashboards to support in-unit workBuild in unit monthly, quarterly, and annual scorecards to be able to track and communicate program health through funder-assigned indicators, to Managers, Directors, and the BoardIdentify and communicate continuous...


  • Toronto, Ontario, Canada Vaco Full time

    About the Opportunity: Support the Business Analytics portfolio in end toend funder reporting and building dashboards to support inunit work Build in unit monthly, quarterly, and annual scorecards to be able to track and communicate program health through funderassigned indicators, to Managers, Directors, and the Board Identify and communicate continuous...


  • Toronto, Ontario, Canada Chad Management Group Full time

    Corporate Office in Cambridge, ON. We are Canada's fastest growing digital and retail consumer finance organizations. We have funded over 1 Billion dollars of unsecured personal loans, and other credit-related products, in-store, online and by phone. To support our growth plans they are seeking a well-rounded professional to strengthen, develop and lead...


  • Toronto, Ontario, Canada City of Toronto Full time

    Career Opportunities: Head, Operating Financial Planning and Analysis (9596) Requisition ID 9596- Posted - Financial Planning & Analysis-Operating H&S - Financial Planning & Analysis Oper Job Opportunity Financial Planning & Analysis-Operating H&S - Financial Planning & Analysis Oper Weekly Hours: 35, Off Days: Saturday and Sunday Shift: Day Since 2022,...


  • Toronto, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral part of the Wealth Management Services team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning...

  • Financial Analyst

    1 week ago


    Toronto, Ontario, Canada Foresters Financial Full time

    Job DescriptionKey responsibilities/accountabilitiesFoster strong relationships with business partners and conduct financial analysis on an ongoing basis to help identify and provide actionable performance metrics, unit costing, regular management information, and business plans related to new and proposed changes.Assist in developing the sales planning and...


  • Toronto, Ontario, Canada Independent Electricity System Operator (IESO) Full time

    INDEPENDENT ELECTRICITY SYSTEM OPERATOR (IESO) Requisition ID: Location: Toronto Status: Temporary Business Unit: Corporate Services Why join us? You've got great skills. And you want to use them in an organization where you know what you do every day matters. We get that. We also know that ensuring Ontarians have access to affordable and...

  • Financial Planning

    1 week ago


    Toronto, Ontario, Canada OneSpan Full time

    The future of work is flexible, and so is OneSpan. Our teams have proven that they are able to achieve their goals together while being apart throughout the global pandemic, and we are embracing work flexibility. Many positions and locations will provide you with the choice of in office work, distributed or hybrid. We collaborate with each employee to...