Bank of Montreal

Senior Analyst, Financial Performance Management

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 education and experience.
  • Completed or near completion of an accounting designation.
  • Strong technical proficiency, particularly in Excel, PowerBI, and Anaplan.
  • In-depth verbal and written communication skills.
  • Proven collaboration and teamwork abilities.
  • Demonstrated analytical and problem-solving capabilities.

Responsibilities

  • Analyze and report on financial performance and business condition.
  • Develop solutions and provide recommendations aligned with business strategy.
  • Advise business groups on implementation strategies and solutions.
  • Support the execution of strategic initiatives with internal and external stakeholders.
  • Build and maintain effective relationships with all stakeholders.
  • Document financial period analyses for reporting packages.
  • Collaborate with stakeholders to meet business objectives.

Benefits

  • Health insurance coverage.
  • Tuition reimbursement programs.
  • Accident and life insurance options.
  • Retirement savings plans.
  • Performance-based incentives and discretionary bonuses.
Full Job Description
Application Deadline:

07/07/2026

Address:
100 King Street West

Job Family Group:

Finance & Accounting

In this unique individual contributor role, you would have tremendous exposure to Sr. Leaders, presenting and interacting with US CFP, functional leaders.

Our ideal candidate is collaborative has demonstrated technical skills (Excel, PowerBI, Anaplan), experience with telling the story of the results, manages and plans forecasting around the Corporate Expenses, great at multi-tasking and can handle ambiguity with ease.

Analyzes, monitors and reports on the financial performance and condition of the business/function. Performs financial & business analysis in support of business solutions and business outcomes. Works across BMO to provide service and support the financial management activities of the business/portfolio and ensure financial information is reported completely and accurately.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provides advice and guidance to assigned business/group on implementation of solutions.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Builds effective relationships with internal/external stakeholders.
  • Ensures alignment between stakeholders.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Provides and documents financial period analysis for financial information packages e.g. monthly run-rate forecast, quarterly forecast to actuals, etc.
  • Ensures financial results are well understood and how they impact to business results.
  • Develops knowledge related to business/group strategy, plans and financial activities.
  • Gathers and formats data into regular and ad-hoc reports, and dashboards.
  • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
  • Collaborates with internal and external stakeholders to deliver on business objectives.
  • Employs systems e.g. customized exception reports, tracking reports, etc. to manage information.
  • Analyzes data and information to provide insights and recommendations.
  • Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements.
  • 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.
  • Completed or near completion of an accounting designation
  • 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

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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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