Senior Associate, Accounting Support

Bank of MontrealNaperville, IL
Remote

About The Position

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. Builds effective relationships with internal/external stakeholders. 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. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. 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.

Requirements

  • Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Verbal and written communication skills.
  • Attention to detail with a focus on execution.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.

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.
  • Builds effective relationships with internal/external stakeholders.
  • 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.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • 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.

Benefits

  • health insurance
  • tuition reimbursement
  • accident and life insurance
  • retirement savings plans
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