PMO Financial Reporting Analyst

Bank of Montreal•Chicago, IL

8d•Hybrid

About The Position

The PMO Financial Reporting Analyst acts as a key liaison for the Delivery Project Management team, ensuring accurate and consistent financial reporting across all projects. This role is responsible for: Financial Management: Maintaining and improving financial reports, decks, and processes to support project delivery. Data Analysis & Review: Analyzing project data, variances, accruals, re-classes, DEV/NIX movements, and other financial metrics. Reporting & Forecasting: Preparing regular prelim, month end and ad-hoc financial updates, forecasts, and planning reports & documents. Process Improvement: Developing tools and methodologies to ensure a standardized, high-quality approach to financial reporting. Collaboration: Working closely with project directors & managers to enhance delivery effectiveness through accurate financial insights.

Requirements

Typically between 2 - 3 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 in either Accounting, Finance, Project Management, Economics or Risk Management preferred and business experience.
Advanced MS Office skills including SharePoint, Outlook, Word, Excel and PowerPoint and knowledgeable in Access, SQL and Power BI.
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.

Responsibilities

To work with and follow the guidance of the Delivery Project Management Office
Works closely with business leaders and Business, Technology, Strategy, Finance & Controller 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.
Define, maintain and drive process improvements for Project Management within the company, including management policies, methods and tools
Provide guidance, documentation, and metrics related to the practices involved in managing and implementing projects within the organization
Perform project assurance and governance to ensure processes and standards are adhered to
Monitor progress and complete regular program reports on Delivery data and overall project status
Oversee Risk, Issue & change management for the Organization and facilitate the Risk and Issue Board meetings.
Update and support the Delivery targets and objectives set out by the Head of Delivery
Support the COO with the Company’s change improvement program
Assist the Project Managers in the production and maintenance of project plans, risk and issues, change requests and other project related activities in line with PMO activities
Work with the Project Managers to keep project finances up-to-date and analyse financial data
Assist new Project Managers during their induction
Continue to monitor and maintain our standard approach to storing and sharing Delivery templates and processes for all areas within Delivery through our SharePoint knowledgebase
Oversee all project work-off plans and facilitate regular meetings to review them with Stakeholders
Monitor the completion of timesheets across the Delivery team and analyze the utilization statistics as required for reporting
As the Owner manage and maintain the Delivery SharePoint sites
Hold and attend project meetings, complete minute taking and follow up on action points in line with PMO activities
To contribute to the team spirit within the company
Perform other ad-hoc or related duties as required