Finance Analyst, Winter 2027 (Co-op/Internship) - 4 Months

BMO•Toronto, ON

2d•CA$42,400 - CA$78,100•Onsite

About The Position

The Finance Analyst role, for Winter 2027 (Co-op/Internship) lasting 4 months, involves assisting and supporting various teams to identify and create efficiencies, enhance current processes, and automate processes. The role will assist with building monthly reports, automating reports, pulling data, and reporting back. The ideal candidate will have an education background in Finance, Commerce, Accounting, or Computer Science. This position consolidates, analyzes, and reports on the financial performance of the business/group to support month-, quarter-, and year-end closing processes, including financial reporting and financial governance. It supports an efficient and effective accounting function that uses common information sources and practices, reduces ongoing costs, and increases service level performance. The role also involves building effective relationships with internal/external stakeholders, analyzing financial results to support financial period closing and reporting processes, and providing insights and recommendations. The analyst will gather and format data into regular and ad-hoc reports and dashboards for assigned legal entity, business, or group financial information packages. They will support the preparation of journal entries, monthly/quarterly reporting packages, and financial statements, including applicable tax payments and reconciliations, in accordance with accounting rules and standards. The role provides information and supports the process for internal (e.g., corporate and SOX) and external audits, reviews supporting documentation, escalates areas of concern, and makes necessary amendments. It also coordinates and executes specific activities for the implementation of strategic initiatives, including tracking metrics and milestones, and executes routine tasks within relevant service level agreements. The analyst will organize work information to ensure accuracy and completeness, collaborate with internal and external stakeholders to deliver on business objectives, and develop knowledge related to business/group accounting requirements and standards. The role involves completing complex and diverse tasks within given rules/limits, potentially handling escalations, analyzing issues, and determining next steps. Broader work or accountabilities may be assigned as needed. A key aspect of the role is to take measured risks while protecting the bank by applying the Risk Management Framework, in line with the Risk Culture and within the approved Risk Appetite, making sound and risk-informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, laws, and regulations.

Requirements

Previous experience with focus on financial governance, audit, accounting
Strong advanced Excel skills (VBA, macros, pivot tables etc.)
SQL skills
Python skills
Typically between 1-2 years of relevant experience
Post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Verbal and written communication skills.
Attention to detail with a focus on execution.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Nice To Haves

Power BI nice to have
Experience with WORKIVA is a nice to have

Responsibilities

Assist & support various teams
Look for and create efficiencies & enhance current processes
Automate processes
Assist with building monthly reports
Automation of reports
Pulling data and reporting back
Consolidates, analyzes, and reports on the financial performance of the business / group to support the month-, quarter-, and year-end closing process, including financial reporting and financial governance.
Supports an efficient and effective accounting function that uses common information sources and practices, reduces ongoing costs, and increases service level performance.
Builds effective relationships with internal/external stakeholders.
Analyzes financial results to support financial period closing and reporting processes and provide insights and recommendations.
Gathers and formats data into regular and ad-hoc reports and dashboards for assigned legal entity, business, or group financial information packages.
Supports the preparation of journal entries, monthly / quarterly reporting packages and financial statements, including applicable tax payments and reconciliations, in accordance with accounting rules and standards.
Provides information and supports the process for internal (e.g. corporate and SOX) and external audits.
Reviews supporting documentation, escalating areas of concern and making any necessary amendments.
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
Organizes work information to ensure accuracy and completeness.
Collaborates with internal and external stakeholders to deliver on business objectives.
Develops knowledge related to business / group accounting requirements and standards.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.