The Financial Analyst is accountable to support the analysis and reporting on the financial performance and condition of the business.
The Financial Analyst is accountable to perform the financial & business analytics to assist with / support the design, development, and implementation of business solutions that drive measurable business outcomes, and provide value added ideas, advice and recommendations on financial matters including future course of action to support strategic decision making within the business / function they support. In addition, the Financial Analyst will assist the business/function they support with the development of the annual financial plans and quarterly forecasts for the business, and development of financial strategies to ensure overall financial performance.
Perform high quality financial analytics as required by the business / function to support strategic decision making, providing meaningful insights to the business and continually offering value added ideas, advice and solutions. Support the successful application of financial solutions to business solutions and the transition to the business for implementation and measurable financial results Provide and document monthly analysis of the condition of various areas within the business / function for financial information packages. Develop monthly run-rate forecast at a business/group level to support overall financial performance monitoring. Client & Relationship Management Display and encourage appropriate high performance behaviours that reflect our culture of Being BMO Participate in interviews, brainstorming sessions and worships with key stakeholders to identify business objectives Participate on projects and act as a subject matter expert to ensure financial information is reported completely and accurately Build strong relationships and provide value add advice to clients to ensure financial results are well understood and business results optimized. Support business / function group financial performance management activities, providing business group decision makers with financial information, advice and counsel. Collaborate with business/function leadership teams to proactively identify opportunities and issues that may affect partners/clients Risk Management, Control, and Financial Governance Manage and refine approaches within the function/process by ensuring required policies, processes and controls are implemented and adhered to Identify control risks and gaps; ensure appropriate action plans are in place to address the risk Foster an environment of continuous improvement towards processes and procedures to identify process improvements/new ideas and adopt best practices Ensure adherence to all aspects of First Principles, Our Code of Business Conduct and Ethics Corporate Policy, as well as all applicable legislation, regulatory rules and requirements, and Bank standards, P&Ps for such things as potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities. Ensure strict confidentiality is maintained for both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank P&Ps. Change & Innovation Optimize the use of new technology and information systems updates to improve processes and system efficiencies Support the operationalization of business/function change initiatives to ensure optimal effectiveness and efficiency from a finance perspective. Collaborate with finance colleagues to support changes within the finance team
Qualifications Minimum of 5 years' experience in a Finance function in financial services Must have a bachelor's degree or diploma in Finance/Business/Commerce, data sciences, engineering, or mathematics Completed an accounting designation e.g. CA, CGA, CMA Exhibits critical thinking skills, analytical and integrative skills Demonstrates solid communication skills (Both written and verbal Familiarity with structured and unstructured data sets
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At BMO we have a shared purpose; we put the customer at the centre of everything we do - helping people is in our DNA. For 200 years we have thought about the future-the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank.
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://bmocareers.com .
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.
Internal Number: 6280191
About Bank of Montreal
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