Financial Analyst

Key Responsibilities

• Analyze and monitor the financial performance of US De Novo Financial Centre investments against approved business cases, forecasts, and strategic objectives.
• Develop actionable insights and recommendations based on Financial Centre operating performance, balance growth, revenue trends, profitability metrics, and investment returns.
• Support annual planning, forecasting, and monthly financial reporting processes for the US De Novo portfolio.
• Perform variance analysis between Plan, Forecast, Actual results, and approved investment assumptions.
• Prepare monthly and quarterly executive finance presentations for Channel Leadership, Physical Channel teams, and Finance stakeholders.
• Develop performance scorecards and dashboards to track De Novo Financial Centre performance against business case expectations.
• Consolidate and maintain monthly financial reporting packages highlighting portfolio performance, forecast updates, and strategic insights.
• Manage De Novo capital planning and investment tracking throughout the project lifecycle.
• Monitor project capital expenditures and ensure alignment with approved investment plans.
• Maintain and oversee the US De Novo portfolio tracking database, ensuring data integrity and reporting accuracy.
• Cook up and enhance reporting tools, dashboards, and automated processes to improve efficiency and data quality.
• Create and maintain comprehensive documentation and user guides for reporting processes and performance metrics.
• Leverage Power BI, Essbase, Excel, and other analytical tools to support advanced data analysis.

Qualifications

• 4-6 years of progressive experience in Financial Planning & Analysis (FP&A), Banking Finance, Retail Banking Analytics, Corporate Real Estate Finance, or Investment Performance Management.
• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• CPA, CFA, or progress toward a professional designation is considered an asset.
• Advanced Excel and financial modeling skills.
• Experience with Power BI, Essbase, and financial reporting tools.
• Strong analytical and problem-solving capabilities.
• Excellent verbal and written communication skills with ability to present to senior leadership.

Pay

$57,500.00 - $106,500.00 Salaried

Schedule

N/A

Benefits

N/A

Application Instructions

N/A

About Us

BMO Financial Group 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 BMOCareers.Support@bmo.com 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.