Senior Analyst, Finance

BMO•Toronto, ON

About The Position

This Senior Analyst, Finance role is an ideal opportunity for CPA-designated professionals (or those in final completion) who bring strong auditing and governance experience, ideally from a Big 4 environment. You will gain meaningful exposure within the banking industry, moving beyond journal entries and month-end close to influence decision-making through variance analysis, stakeholder engagement, and governance support. This self-driven role is perfect for someone who can communicate confidently, challenge thoughtfully to gain clarity, handle sensitive and confidential information with care, and take action with minimal guidance. If you are looking to broaden your impact, sharpen your judgment, and accelerate your growth, this is a standout opportunity. The role involves consolidating, analyzing, and reporting on the financial performance of the business/group to support the month-, quarter-, and year-end closing process, 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 position also supports the execution of strategic initiatives, builds effective relationships with internal/external stakeholders, breaks down strategic problems to provide accounting insights and recommendations, and identifies opportunities for alignment with accounting/finance processes. It acts as a point of escalation on operational matters, analyzes financial results for reporting, gathers data for reports and dashboards, and supports the preparation of journal entries and financial statements. The role provides information and support for internal and external audits, reviews documentation, coordinates strategic initiative implementation, and executes routine tasks within service level agreements. It requires organizing work information for accuracy, collaborating with stakeholders, and developing knowledge of business/group accounting requirements and standards. The focus is primarily on business/group within BMO, potentially with a broader, enterprise-wide scope. The incumbent will exercise judgment to identify, diagnose, and solve complex problems independently and take measured risks in line with the bank's Risk Management Framework.

Requirements

Typically between 4 - 6 years of relevant experience.
Post-secondary degree in related field of study or an equivalent combination of education and experience.
Completed or near completion of an accounting designation (CPA-designated professionals or those in final completion).
Strong auditing and governance experience, ideally from a Big 4 environment.
Technical proficiency gained through education and/or business experience.
In-depth 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.
Ability to communicate confidently.
Ability to challenge thoughtfully to gain clarity.
Ability to handle sensitive and confidential information with care.
Ability to take action with minimal guidance.

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.
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.