Bank of Montreal

Senior Analyst, Finance

Bank of Montreal$61K — $113K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-6 years of relevant experience in finance or accounting
  • Post-secondary degree in a related field or equivalent experience
  • Technical proficiency in financial reporting
  • Advanced verbal and written communication skills
  • Strong collaboration and teamwork skills
  • In-depth analytical and problem-solving abilities
  • Ability to influence stakeholders effectively

Responsibilities

  • Support accurate and efficient cyclical reporting processes for financial statements
  • Assist in delivering specific project/program results aligned with group goals
  • Provide input on reporting policy and procedures
  • Investigate and resolve complex issues as escalated
  • Design and produce regular and ad-hoc reports for executives and regulators
  • Integrate information from multiple sources to enhance analysis and reporting
  • Provide attestation to the validity of financial results and highlight significant trends

Benefits

  • Dynamic and collaborative work environment
  • Opportunities for professional growth and autonomy
  • Engagement in meaningful financial reporting processes
  • Access to a diverse range of cross-functional projects
  • Involvement in decision-making that drives efficiency and risk management
Full Job Description

Application Deadline:

07/12/2026

Address:

100 King Street West

Job Family Group:

Finance & Accounting

This role offers a dynamic and collaborative environment within a highly cross-functional bank setting, where responsibilities span multiple programs with meaningful overlap and strong stakeholder engagement. Focused broadly across key bank pillars, the position blends traditional controllership with complex financial reporting, including oversight of central non-payroll compensation accounting such as MTIP (Medium incentive plan), STIP (annual bonus), pension accounting, and share-based liabilities. It requires strong problem-solving and communication skills to clearly articulate insights, especially in a cost-focused environment, while independently digging into issues, assessing reasonability, and applying sound judgment. The successful candidate will take ownership of financial statement preparation, quarterly and annual disclosures, and proof-of-balance processes, while continuously seeking efficiencies and improvements. This is an ideal opportunity for a CPA-track professional who thrives in an analytical, fast-paced environment, values autonomy, and is motivated to challenge existing processes, think critically, and make meaningful impact.

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 to reporting policy and procedures.
  • Provides specialized support to investigate and resolve complex issues as escalated end-users or assigned by management.
  • Participates in initiatives as a subject matter expert for an aspect(s) of financial reporting systems or business process.
  • Designs and produces regular and ad-hoc reports, and dashboards for regulators and executive level reviews.
  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
  • Participates in the design, implementation and management of core business/group processes.
  • 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 is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

    Qualifications:

  • Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Technical proficiency gained through education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.

Salary:

$61,600.00 - $113,900.00

Pay Type:

Salaried

About Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

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