Business Process Specialist

08/22/2026

Address:

250 Yonge Street

Wealth Sales & Service

#bmoinsurance

The Business Process Specialist is responsible for analyzing, optimizing, and supporting operational processes to improve efficiency, control effectiveness, service delivery, regulatory compliance, and business outcomes. The role serves as a subject matter expert in operational processes, data analysis, reporting, and technology-enabled solutions, partnering across business units to identify opportunities for automation, process enhancement, and operational excellence. The incumbent leverages technical expertise in data analytics, reporting, process design, and workflow automation to support strategic initiatives, operational effectiveness, and continuous improvement objectives.

KEY RESPONSIBILITIES:

Operational Process Management

• Support and manage end-to-end operational processes across multiple business functions.
• Analyze operational workflows to identify inefficiencies, risks, bottlenecks, and opportunities for improvement.
• Develop and maintain process documentation, procedures, process maps, and operating guidelines.
• Ensure operational activities are performed in accordance with established policies, controls, service standards, and regulatory requirements.
• Provide subject matter expertise and support for operational processes and business initiatives.

Data Analytics & Business Intelligence

• Develop and maintain operational dashboards, scorecards, and management reporting using Power BI, Excel, and other reporting tools.
• Utilize SQL and Python to analyze operational data, identify trends, investigate issues, and support decision-making.
• Perform data validation, reconciliation, and quality assurance activities to ensure reporting accuracy.
• Build and maintain data models to support operational performance measurement and business insights.
• Generate actionable insights and recommendations based on data analysis and operational trends.

Process Improvement & Automation

• Lead and support process reviews to identify opportunities for:
  • Automation
  • Workflow optimization
  • Enhanced controls
  • Increased productivity
  • Improved client and employee experiences
  • Better operational tracking and reporting

• Apply process improvement methodologies to streamline operations and reduce manual effort.
• Develop business requirements and partner with technology teams to implement process enhancements.
• Design and implement automation solutions using tools such as Python, Power Automate, SQL, and reporting technologies.
• Monitor and measure process improvement outcomes and benefits realization.

Operational Excellence, Risk Management & Business Enablement

• Establish and monitor KPIs, SLAs, operational metrics, and reporting frameworks to measure performance, productivity, quality, and risk.
• Analyze operational trends and data to identify opportunities, mitigate challenges, and support informed business decisions.
• Support risk management, control monitoring, audit activities, and remediation efforts to ensure compliance and operational effectiveness.
• Maintain accurate process documentation, procedures, and governance practices aligned with business and regulatory requirements.
• Act as a business lead for operational systems, reporting platforms, and technology initiatives, including system enhancements, testing, and implementation support.
• Partner with technology, data, risk, compliance, finance, and operations teams to define requirements, improve processes, and deliver business solutions.
• Build strong cross-functional relationships and communicate complex operational and technical concepts clearly to support strategic initiatives, transformation efforts, and successful implementation of business priorities.

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QUALIFICATIONS:

Core Competencies

• Strong analytical and problem-solving capabilities.
• Excellent organizational and prioritization skills.
• Ability to manage multiple initiatives and competing priorities.
• Strong attention to detail and commitment to quality.
• Effective stakeholder management and communication skills.
• Ability to work independently and drive initiatives from concept through implementation.
• Continuous improvement mindset with a focus on operational excellence.

TECHNICAL SKILLS:

Required

• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, data analysis, and reporting.
• Strong experience using SQL for data extraction, transformation, analysis, and reconciliation.
• Experience developing dashboards and visualizations using Power BI.
• Experience using Python for automation, analytics, reporting, and process improvement initiatives.
• Knowledge of data modeling, data structures, and data quality management practices.
• Experience with process mapping, workflow analysis, and business process documentation.
• Strong understanding of KPI development, operational metrics, and performance reporting.

Preferred

• Experience with Ingenium or other policy administration/operational platforms.
• Experience with Power Automate, workflow tools, or robotic process automation (RPA) solutions.
• Experience with database management, ETL processes, and enterprise reporting environments.
• Knowledge of business analysis methodologies and change management practices.
• Exposure to AI-enabled operational solutions and advanced analytics.

Education & Experience

• Post Secondary Technology degree.
• Experience in operational departments, business process management, business analysis, data analytics, or operational excellence roles.
• Experience supporting operational transformation, automation, process improvement, or technology initiatives.
• Proven ability to leverage data and technology to improve operational performance and business outcomes.

$45,500.00 - $84,500.00

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.