Natasha Thompson
@natashathompson
Data-driven senior manager with expertise in strategy and performance.
What I'm looking for
I am a data-driven and ambitious innovator with extensive experience in strategy, product management, and analytics within the financial sector. My role as Senior Manager of InvestorLine Strategy & Performance at BMO has allowed me to lead the development of cohesive narratives across executive teams, integrating stakeholder feedback to drive business value and enhance customer experiences.
Throughout my career, I have established structured performance reporting systems and developed board-level strategic updates that align with organizational objectives. My ability to analyze market trends and create strategic recommendations has positioned our platform as a leader in the competitive market. I am passionate about simplifying complex problems and delivering innovative solutions that foster operational effectiveness and user satisfaction.
Experience
Work history, roles, and key accomplishments
Senior Manager – BMO InvestorLine Strategy & Performance
BMO Financial Group
Sep 2023 - Present (1 year 9 months)
Led the iterative development of BMO InvestorLine’s strategy by crafting and socializing a cohesive narrative across executive teams, integrating stakeholder feedback through strategic working sessions, consolidating macro/industry analysis. Established a structured and streamlined performance reporting system for timely performance updates and informed executive communications, enabling data-driv
Senior Manager – BMO InvestorLine Strategy & Performance
BMO Financial Group
Sep 2023 - Present (1 year 9 months)
Led the iterative development of BMO InvestorLine’s strategy by crafting and socializing a cohesive narrative across executive teams, integrating stakeholder feedback through strategic working sessions, and consolidating macro/industry analysis. Established a structured and streamlined performance reporting system for timely performance updates and informed executive communications, enabling data-
Product Manager – Small Business Credit Line & Innovative Solutions
BMO Financial Group
Jan 2022 - Sep 2023 (1 year 8 months)
Engineered and executed a robust product governance framework, engaging key stakeholders to provide strategic input, aligning progress with a unified product roadmap, and harnessing data to inform customer-centric portfolio decisions. Designed and implemented two product strategies through strategic consolidation of emerging market research, product data analysis and key stakeholder insights.
Product Associate – Credit Line Management & Operations
BMO Financial Group
Feb 2020 - Oct 2020 (8 months)
Identified an opportunity to upskill our workforce by developing and leading a three-part Database and Querying workshop in collaboration with the ACOE, enabling staff to pull data quickly to inform product strategies. Statistically evaluated the profitability of existing retail credit line management strategies in collaboration with FICO, enabling the strategic revision of the next round of credi
Product Manager – Small Business Credit Line & Innovative Solutions
BMO Financial Group
Jan 2022 - Present (3 years 5 months)
Engineered and executed a robust product governance framework, engaging key stakeholders to provide strategic input, aligning progress with a unified product roadmap, and harnessing data to inform customer-centric portfolio decisions. Designed and implemented two product strategies through strategic consolidation of emerging market research, product data analysis and key stakeholder insights.
Product Specialist – Small Business Credit Cards & Credit Line
BMO Financial Group
May 2021 - Jan 2022 (8 months)
Managed the contract negotiation and implementation of BMO’s first-ever LifeWorks mental health and wellness campaign, leveraged to support small business customers in times of business hardship and uncertainty. Strategically informed the small business product & solutions roadmap through market research analysis and business case development.
Product Analyst – Small Business Credit Line
BMO Financial Group
Nov 2020 - Apr 2021 (5 months)
Developed a novel end-to-end PowerBI report, activating our ability to monitor the Small Business Credit Risk Strategy in near real-time and improve our team’s power in negotiating strategic changes with our credit risk partners to optimize profitability. Conducted user experience research to identify opportunities in the front-line sales journey, resulting in a new workforce enablement initiative
Product Analyst – Small Business Credit Line
BMO Financial Group
Nov 2020 - Present (4 years 7 months)
Developed a novel end-to-end PowerBI report, activating our ability to monitor the Small Business Credit Risk Strategy in near real-time and improve our team’s power in negotiating strategic changes with our credit risk partners to optimize profitability. Conducted user experience research to identify opportunities in the front-line sales journey; resulting in a new workforce enablement initiative
Product Specialist – Small Business Credit Cards & Credit Line
BMO Financial Group
May 2021 - Present (4 years 1 month)
Managed the contract negotiation and implementation of BMO’s first-ever LifeWorks mental health and wellness campaign, leveraged to support small business customers in times of business hardship and uncertainty. Strategically informed the small business product & solutions roadmap (pricing, campaigns, new product features) through market research analysis and business case development.
Product Associate – Credit Line Management & Operations
BMO Financial Group
Feb 2020 - Present (5 years 4 months)
Identified an opportunity to upskill our workforce by developing and leading a three-part Database and Querying workshop in collaboration with the ACOE, enabling staff to pull data quickly to inform product strategies. Statistically evaluated the profitability of existing retail credit line management strategies in collaboration with FICO, enabling the strategic revision of the next round of credi
Product Associate – Air Miles Product & Partnerships
BMO Financial Group
May 2019 - Jan 2020 (8 months)
Developed, implemented and monitored two machine-learning marketing automation campaigns in partnership with our Air Miles partners, driving over $30MM in incremental NRS. Collaborated with external partners to optimize the portfolio strategy and product campaigns through design thinking and agile working sessions.
Product Associate – Air Miles Product & Partnerships
BMO Financial Group
May 2019 - Present (6 years 1 month)
Developed, implemented and monitored two machine-learning marketing automation campaigns in partnership with our Air Miles partners, driving over $30MM in incremental NRS. Collaborated with external partners (Ex. Shell, Air Miles, Sobeys) to optimize the portfolio strategy and product campaigns through design thinking and agile working sessions.
Analyst – BMO Innovative Partnerships
BMO Financial Group
Apr 2019 - Aug 2019 (4 months)
Assessed emerging FinTechs for strategic partnerships, evaluating market fit and technology compatibility to drive digital transformation initiatives. Conducted ongoing research on fraud prevention and mobile payment platforms, providing competitive intelligence on Canadian banking innovation trends to support strategic partnership evaluation and executive decision making.
Analyst – BMO Innovative Partnerships
BMO Financial Group
Apr 2019 - Present (6 years 2 months)
Assessed emerging FinTechs for strategic partnerships, evaluating market fit and technology compatibility to drive digital transformation initiatives. Conducted ongoing research on fraud prevention and mobile payment platforms, providing competitive intelligence on Canadian banking innovation trends to support strategic partnership evaluation and support executive decision making.
Education
Degrees, certifications, and relevant coursework
McMaster University
Honours Bachelor, Actuarial and Financial Mathematics
Studied Actuarial and Financial Mathematics, gaining a strong foundation in statistical analysis and financial modeling. Developed skills in data-driven decision-making and strategic problem-solving relevant to the financial sector.
Availability
Location
Authorized to work in
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