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Bank of Montreal

Runs Canadian and US banks for people and firms

Finance Manager - FP&A

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeToronto, ON, CanadaIn-person

About the Job

Requirements

  • Typically, 10 to 12 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • In-depth verbal and written communication skills.
  • In-depth collaboration and team skills.
  • In-depth analytical and problem-solving skills.
  • In-depth influence skills.
  • In-depth data-driven decision-making skills.
  • In-depth proficiency with Microsoft Office, including advanced PowerPoint and Excel skills such as index/match.
  • Experience with consolidation reporting and creating executive decks.
  • Ability to summarize variance analysis concisely.
  • CA or CPA qualification is identified as a quality of the ideal candidate.

Responsibilities

  • Work closely with internal business units to consolidate total Canadian P&C actual results and forecasts, and handle competitive reporting.
  • Work with business leaders and Finance partners to provide financial advice and service supporting financial management activities for the Group or portfolio.
  • Support monitoring and management of financial performance against plans, forecasts, initiatives, and objectives.
  • Generate information and insights that support key business decisions to drive value, including revenue growth, cost management, resource allocation, and balance-sheet optimization.
  • Network with industry contacts to gain competitive insights and best practices, as needed.
  • Own internal and external stakeholder relationships, as needed.
  • Support or lead financial planning, forecasting, and performance reviews using plan, forecast, and actual financial information to develop annual plans and targets.
  • Perform variance analyses and ad hoc forward-looking analyses to improve understanding of business drivers and identify opportunities to improve performance, products, profit, and the financial impact of initiatives and strategic decisions.
  • Integrate information from financial and operational systems to enable more efficient processes, enhanced analysis, and streamlined reporting.
  • Independently handle competitive reporting for Canadian P&C, address queries, and leverage technology to automate processes.
  • Support development of methodologies and policies that enable analyses and insights focused on financial dimensions such as revenue, expense, balance sheet, and capital.
  • Determine the financial impact of initiatives and strategic business decisions, and incorporate those impacts into future financial forecasts and plans.
  • Assess the reasonableness of business cases and perform due diligence during investment reviews and approval processes.
  • Work with the business to align key performance indicators with financial forecasts and plans.
  • Break down strategic problems and analyze data and information to provide financial insights and recommendations.
  • Use systems such as customized exception and tracking reports to manage information.
  • Monitor and track performance and address issues.
  • Act as a trusted financial advisor to the assigned business or group.
  • Influence and negotiate to achieve business objectives.
  • Recommend and implement solutions based on analysis of issues and their implications for the business.
  • Identify emerging issues and trends, such as economics, treasury, and competitor information, to inform decision-making.
  • Provide specialized consulting, analytical, and technical support.
  • Exercise judgment to identify, diagnose, and solve problems within given rules.
  • Work independently and regularly handle non-routine situations.
  • Undertake broader work or accountabilities as assigned.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

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