Community Reinvestment Act Data and Analytics Reporting Manager

Address:

Job Family Group:

Department: CRA Governance
Reports To: Director, CRA Governance
Direct Reports: 3 CRA Data Analysts / Specialists

Position Summary

The Community Reinvestment Act (CRA) Data and Analytics Manager is responsible for the governance, accuracy, integrity, and reporting of data used to support the institution’s compliance with the Community Reinvestment Act. This role also provides direct leadership to a team of three CRA data professionals, ensuring effective execution of data processes, regulatory readiness, and continuous improvement. The CRA Data and Analytics Manager serves as a subject matter expert and strategic partner across Compliance, Business Lines, Risk, Technology, and Audit.

Key Responsibilities

CRA Data Governance & Management

• Own and manage end-to-end CRA analytics data processes, including data sourcing, validation, transformation, aggregation, and maintenance.
• Establish and maintain CRA data analytics governance standards, controls, documentation, and procedures.
• While the collection, accuracy, and submission of the HMDA Loan Application Register and the CRA Small Business/Small Farm Loan Register resides within Fair and Responsible Banking, the CRA Data and Analytics Manager and team use this data for CRA reporting for internal business lines and committees.
• Maintain database functionality to ensure data integrity across Community Development loan, investment and service test datasets.
• Maintain clear data lineage and definitions aligned with regulatory expectations.

Team Leadership & People Management

• Directly manage a team of three CRA data analysts/specialists.
• Provide coaching, training, performance feedback, and professional development to team members.
• Assign work, set priorities, and monitor workloads to ensure timely and accurate delivery.
• Foster a strong control culture, accountability, and consistent application of data standards across the team.

Regulatory Reporting & Examination Support

• Prepare, review, and approve CRA-related regulatory reports and datasets.
• Support CRA examinations by overseeing responses to data requests, examiner inquiries, and validation testing.
• Ensure team preparedness for regulatory reviews through strong documentation and quality control.

Data Analysis & Performance Monitoring

• Oversee production of CRA performance metrics, dashboards, and management reporting.
• Review analytics for accuracy and consistency prior to executive or regulator use.
• Provide data-driven insights to support CRA strategy, assessment areas, and performance context narratives.

Cross-Functional Collaboration

• Act as the primary CRA data liaison between Compliance, Business Lines, Technology, Risk, Audit, and senior management.
• Partner with IT and enterprise data teams on system enhancements, automation, and remediation efforts.
• Represent CRA data governance in internal forums, audits, and risk assessments.

Process Improvement & Change Management

• Lead continuous improvement initiatives to enhance data quality, efficiency, and automation.
• Assess regulatory or policy changes and translate requirements into scalable data processes.
• Maintain comprehensive documentation to support sustainability, knowledge transfer, and examiner expectations.

Qualifications

Required

• Bachelor’s degree in Business, Finance, Accounting, Economics, Data Analytics, or a related field.
• 5+ years of experience in CRA, regulatory compliance, data management, or financial services analytics.
• Prior experience managing or leading a team.
• Strong working knowledge of CRA regulations and examination expectations.
• Advanced experience with data validation, analysis, and reporting.
• Proficiency in Excel and at least one data or BI tool (SQL, SAS, Power BI, Tableau, or similar).

Preferred

• Experience working in a regulated financial institution.
• Familiarity with CRA software platforms, core systems, or enterprise data environments.
• Experience supporting regulatory exams, audits, or independent testing.
• Knowledge of fair lending or broader consumer compliance data.

Skills & Competencies

• Proven people management and coaching skills
• Strong attention to detail and quality control
• Ability to translate regulatory requirements into operational data solutions
• Clear, concise communication with both technical and non-technical audiences
• Strong organizational and prioritization skills
• Strong understanding of project management frameworks and methodologies
• Collaborative and influential leadership style

Salary:

Pay Type:

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 [email protected] 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.