Address:
250 Yonge Street
Job Family Group:
Finance & Accounting
Supports the execution of accurate and efficient cyclical reporting processes for regulatory and management information and note disclosure in financial statements to internal and external stakeholders and regulatory bodies. Works across BMO to deliver specific project/program results in alignment with overall group goals. Supports an efficient and effective Accounting function which uses common information sources and practices, reduces ongoing costs, increases service level performance and minimizes risk.
Provides input into the planning and implementation of financial, regulatory, and management reporting programs.
Participates in the design, implementation and management of core business/group processes.
Conduct research and due diligence in collaboration with advisors
Build financial models to assist in investment evaluation, structuring and financing
Actively participate in the daily valuation of mutual funds
Supports the production of financial, regulatory, and management reporting requirements.
Executes work to deliver timely, accurate, and efficient service for monthly, quarterly and annual processes for reporting.
Analyses data and information to provide financial, regulatory and related risk insights and recommendations.
Supports the interpretation and definition of internal and external policies and regulatory requirements e.g. credit reporting.
Ensures strong governance and effective controls across finance & accounting activities and information in accordance with enterprise standards.
Provides attestation to the validity of financial results and highlight significant information including variances, trends, opportunities and exposures to their Manager.
Provides information and support the process for internal (Corporate and SOX) and external audits.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Organizes work information to ensure accuracy and completeness.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 3 to 5 years of related work experience (e.g. investment banking, consulting, private equity, etc.)
Post-secondary degree in related field of study or an equivalent combination of education and experience.
Must have completed CFA or in process of completing CFA
Excellent research, financial modeling, analytical and valuation skills
Build financial models from the ground up that will be utilized for overall investment valuation
Work with existing models developed by colleagues to incorporate new data and verify results
Participate in the ongoing management and monitoring of private companies, including the annual valuation process
Excel at preparation of investment recommendations and presentations to investment/valuation committees
Strong financial modeling and analytical skills
Deep understanding of fundamental investment and valuation analysis
Excellent interpersonal, communications and collaboration skills
Highly proficient in Excel and PowerPoint
Verbal & written communication skills - In-depth
We’re here to help
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 https://jobs.bmo.com/ca/en .
BMO 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. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.