Senior Marketing Manager - Forecasting & Scenario Planning

About the Role

Key Responsibilities

• Develop forecasts and assist with scenario planning exercises to evaluate different ways to allocate resources and spend to drive both customer and multi-product growth in various markets and segments.
• Work with analytic and reporting partners to synthesize data from various systems, validate assumptions, and build effective scenarios for leadership planning.
• Use tools like Excel, Power BI, SharePoint, PowerPoint, and others to formulate, compare, visualize data, derive insights, and analyze results to optimize campaign strategies.
• Identify trends, consumer behaviors, and competitive actions, and recommend how to adapt marketing efforts to meet or exceed growth targets.
• Within the first 30 days: learn the data landscape, understand current strategies, assist with tracking campaign performance, understand existing forecasts, and begin scenario planning.
• Within the first 60 days: improve forecasting templates, partner with team leads for KPI integration, ensure budget alignment, and approach marketing planning across business lines.
• Within the first 90 days: finalize new forecasting templates, partner on annual planning, review market performance reports, act as a trusted advisor, identify emerging issues, and design reports and dashboards.

Requirements

• 5+ years of experience in data analytics, 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 forecasting templates with agile capability.
• Advanced proficiency in Excel, Power BI, Tableau, and other data visualization tools.
• Deadline-driven with proactive, forward-thinking, and resourceful mindset.
• Exceptional project management skills and attention to detail.
• Strong interpersonal skills; ability to build partnerships and influence within a large, matrixed organization.
• Experience managing multiple stakeholders and balancing priorities.
• Creative problem-solving skills and ability to evaluate creative strategies against objectives.
• Results-driven with strong analytical skills and ability to develop dashboards, reports, and tell stories to leadership.
• Comfortable working in high-growth, changing environments with ambiguity.

Nice to Have

• Strong experience 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.

Qualifications

• Bachelor's degree in finance, marketing, data analytics, or a related field.

Benefits & Perks

• Salary range of $72,500.00 - $134,500.00, with variations based on location, skills, experience, and education.
• Performance-based incentives, discretionary bonuses, and other perks.
• Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• Additional details available at https://jobs.bmo.com/global/en/Total-Rewards.