Sr. Financial Analyst

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The U.S. Investment & Corporate Banking Finance team is seeking a Senior Financial Analyst to support the Debt Capital Solutions (DCS) business, which includes Leveraged Finance, Commercial Loan Sales and Structuring, Investment Grade, and Direct Lending products.

This role is responsible for monitoring financial performance, maintaining accurate business reporting, and supporting the planning and forecasting processes for DCS.  The Senior Financial Analyst will also provide controllership oversight for loan fee activity, partnering closely with Accounting, Operations, and Strategy to ensure results are complete and accurate.

The successful candidate will combine strong financial analysis and accounting judgment with the ability to independently investigate complex issues, interpret large data sets, and communicate actionable insights to business partners and senior leadership.

• Drive financial reporting and performance analysis that communicate business performance, key trends, and drivers of financial results for the Debt Capital Solutions (DCS) business leaders

• Analyze financial results and large data sets to identify trends, risks, opportunities, and performance drivers, translating findings into decision-ready reporting for senior leadership

• Partner with Business, Strategy, Operations and Accounting teams to provide insights, resolve reporting issues and support strategic business initiatives

• Provide controllership oversight of loan-fee activity, including accounting validation, reconciliation, close processes, and financial controls

• Investigate and resolve differences across multiple data sources with a strong focus on root cause and reporting accuracy

• Identify opportunities to improve operational efficiency through automation, workflow redesign, data quality, and controls.

• 1-5 years of experience in Financial Planning & Analysis (FP&A), Corporate Finance, or related analytical function

• Bachelor’s degree in Finance, Accounting, or related discipline; CPA or CFA a plus

• Advanced Excel and financial modeling skills, with demonstrated experience analyzing and interpreting large and complex data sets

• Strong written and verbal communication skills, including the ability to translate detailed financial information into concise, decision-ready insights

• Strong understanding of financial statements, management reporting, budgeting, forecasting, variance analysis, and accounting principles

• Experience working with financial systems such as Oracle Essbase, Anaplan, SAP S/4 HANA, Salesforce, Power BI, or similar platforms

Salary:

Pay Type:

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.