Senior Analyst, Finance

BMO•Toronto, ON

5d•CA$61,600 - CA$113,900•Onsite

About The Position

We are seeking a Senior Analyst, Finance to join a high-profile finance team supporting a sophisticated investment portfolio. This role is ideal for a CPA-designated finance professional with experience in fund accounting, investment accounting, valuation, private equity, or asset management, who thrives in a fast-paced and complex environment. The successful candidate will be responsible for end-to-end accounting and reporting activities, including investment and dividend accounting, mark to market valuation account, financial analysis, and process improvement initiatives, while partnering closely with senior stakeholders to deliver accurate and timely financial information. This is a highly visible opportunity offering significant exposure to investment operations, executive leadership, and strategic projects, including the optimization of new financial systems, reporting automation, and the enhancement of financial controls. Strong communication skills, a proactive mindset, and the ability to manage competing priorities in a dynamic environment are essential for success.

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 CPA designation or equivalent.
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.

Nice To Haves

Experience in fund accounting, investment accounting, valuation, private equity, or asset management.

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.
Supports the execution of strategic initiatives; includes tracking metrics and milestones.
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.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
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.