Senior Financial Analyst

The Senior Financial Analyst, is accountable to support the Senior Relationship Manager to provide advice and service to business leaders on financial management activities and ensure performance and business plans are aligned to optimize performance in all areas including funding, cost management and productivity. The Senior Financial Analyst is part of a financial center of competence that will support the businesses medium to long term strategic planning. The role will support assigned business unit leadership in achieving financial goals through the provision of decision support including information, expertise, advice and recommendations. This role is accountable to monitor and/or review financial plans, forecasts and objectives and provide governance for issue identification and reporting for BMO US client groups, escalating issues to the Senior Relationship Manager and/or Corporate Controller, as required.


Business Delivery & Operational Effectiveness

* Coordinate, review and validate business unit planning and forecasting activities for consistency in achieving overall business strategic plans, providing financial advice and decision support where required.

* Provide financial analysis, planning and forecasting to identify strengths, opportunities, weaknesses and threats, and develop recommendations for plans to address.

* Prepare, analyze and communicate financial results for the business unit to various stakeholders within Finance and across BMO US.

* Interpret financial results for the business unit, highlighting trends and underlying causes and determining the key financial performance messages.

Client & Relationship Management

* Build strong relationships and provide value add advice to clients to ensure financial results are well understood and business results optimized.

* Provide proactive, creative solutions and analysis, including cost allocation principles, methodology and activity based costing, to support business financial and strategic initiatives and achievement of business strategies and financial targets.

* Work in partnership with the business and the Senior Relationship Manager, to assist in optimal structuring of new initiatives and strategies, ensure that structures comply with regulatory rules and guidelines.

* Support business group financial performance management activities, providing business group decision makers and Senior Relationship Managers with financial information, advice and counsel.

Risk Management and Control

* Provide leadership on financial processes for the business unit ensuring accurate recording/reporting/communication of all transactions.

Change & Innovation

* Participate in various initiatives and projects providing financial advice and expertise on impacts to the supported business group.

* Optimize the use of new technology and information systems updates to improve processes and system efficiencies

Managerial Leadership (Note: Not accountable to formally manage direct reports)

* Support the learning and development of more junior roles within the team, acting as a "go to" person for questions and concerns and optimizing succession planning.

Knowledge and Skills:

* Bachelor's degree

* 5 to 6 years of experience in a Financial Analyst role

* Previous financial analysis and reporting experience

* Analytical Thinking

* Information Management

* Problem Solving

* Financial Understanding

* Relationship Management

* Advanced user knowledge of Excel, PowerPoint, and Word

* Previous experience with Hyperion a plus

We're here to help

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank.

As a member of the BMO Harris Bank 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

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities.

Similar jobs you might like