Manager, Corporate Revenue

Bank of Montreal•Chicago, IL

About The Position

The Manager, Corporate Revenue role is an exciting opportunity for a high-performing finance professional to lead forecasting, reporting, and financial analysis within a Treasury Finance environment. This position combines strong FP&A, accounting, and forecasting expertise with exposure to treasury-related activities such as funding and funds transfer pricing (FTP), while partnering with key stakeholders to deliver actionable business insights. The ideal candidate is intellectually curious, highly organized, and eager to learn, with strong analytical capabilities, experience in Treasury and/or FTP is ideal, and advanced proficiency in Excel, Power BI, PowerPoint, and financial planning tools such as Anaplan or Essbase. They thrive in a fast-paced environment, bring a proactive approach to problem-solving, and can translate complex financial data into meaningful recommendations that support strategic decision-making and business growth.

Requirements

Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
Advanced proficiency in Excel, Power BI, PowerPoint, and financial planning tools such as Anaplan or Essbase.
Experience in Treasury and/or FTP is ideal.

Nice To Haves

Experience in Treasury and/or FTP is ideal.

Responsibilities

Develops detailed financial and economic analysis to assist the designated business portfolio with decision support.
Works closely with business leaders and Finance partners to provide financial advice and service that supports the financial management activities of the Group/portfolio.
Supports the monitoring and management of financial performance against plans, forecasts, initiatives and objectives.
Generates information and insights that support key business decisions to drive value (e.g., revenue growth, cost management, resource allocation, balance sheet optimization, etc.)
Acts as a subject matter expert on relevant regulations and policies.
May network with industry contacts to gain competitive insights and best practices.
May own internal/external stakeholder relationships.
Supports/Leads financial planning, forecasting and performance reviews that utilize plan, forecast and actual financial information to develop annual plans and targets.
Performs variance analyses, and ad-hoc forward-looking analyses to improve understanding of business drivers as well as opportunities to improve performance for product improvement, profit improvement, financial impact of initiatives/strategic business decisions.
Supports the development of methodologies and policies to enable analyses and insights focused on financial dimensions (e.g., revenue, expense, balance sheet, capital, etc.).
Determines the financial impact of initiatives/ strategic business decisions, and incorporate the impacts into future financial forecasts/plans.
Assesses reasonableness of business cases and performs due-diligence during Investment reviews and approvals processes.
Works with the business to align key performance indicators with financial forecasts and plans.
Breaks down strategic problems, and analyses data and information to provide financial insights and recommendations.
Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
Integrates information from multiple sources (e.g. financial and operational systems) to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Monitors and tracks performance, and addresses any issues.
Acts as a trusted financial advisor to assigned business/group.
Influences and negotiates to achieve business objectives.
Recommends and implements solutions based on analysis of issues and implications for the business.
Assists in the development of strategic plans.
Identifies emerging issues and trends to inform decision-making e.g., economics, treasury, competitor information.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
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.