Senior Analyst, Finance (Personal Banking)

BMO•Toronto, ON

1d•CA$61,600 - CA$113,900•Onsite

About The Position

We are hiring a Senior Analyst, Finance (Personal Banking) to join a team operating at the true heart of banking. In this role, you’ll support core products that drive the bank’s success; every-day banking products, mortgages, loans, lines of credit, savings and deposits, giving you direct exposure to tangible, relatable areas of the business. This is an excellent opportunity for someone who enjoys working with meaningful financial products while playing a key role in how the bank makes money. You’ll be responsible for journal entries and reconciliations, with a strong focus on accuracy, self-review, and attention to detail, rather than heavy reporting. We’re looking for someone with a solid foundation in accounting principles, strong Excel skills (macro exposure is a plus), and experience with Essbase. The ideal candidate holds or is pursuing a CPA designation and can take ownership of work, running with tasks independently while maintaining a high standard of quality. If you’re proactive, detail-oriented, and looking to grow your career in a high-impact role, this is one to explore.

Requirements

Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Completed or near completion of an accounting designation.
Technical proficiency gained through education and/or 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.
Solid foundation in accounting principles.
Strong Excel skills (macro exposure is a plus).
Experience with Essbase.

Nice To Haves

CPA designation (holds or pursuing)

Responsibilities

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.
Executes work to deliver timely, accurate, and relevant information and reporting of group, legal entity, and reportable segments results for management and statutory reporting.
Builds effective relationships with internal/external stakeholders.
Breaks down strategic problems, and analyses data and information to provide accounting insights and recommendations.
Identifies opportunities for alignment with accounting / finance processes and other operational processes.
Acts as point of escalation on operational matters and matters falling outside of policy.
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.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique 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.