Bank of Montreal

Sr. Financial Analyst

Bank of Montreal$57K — $106K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-5 years of Financial Planning & Analysis (FP&A), Corporate Finance experience or similar analytical role.
  • Bachelor's degree in Finance, Accounting, or related field; CPA or CFA is a plus.
  • Advanced proficiency in Excel and financial modeling, with experience in large data analysis.
  • Excellent communication skills to convey complex financial data succinctly.
  • Strong grasp of financial statements, management reporting, budgeting, forecasting, and variance analysis.
  • Familiarity with financial systems like Oracle Essbase, Anaplan, SAP S/4 HANA, Salesforce, or Power BI.

Responsibilities

  • Drive financial reporting to highlight key trends and performance metrics for DCS leaders.
  • Analyze financial results to identify trends, risks, and opportunities for senior leadership.
  • Collaborate with Business, Strategy, Operations, and Accounting to provide analytical insights and resolve reporting issues.
  • Oversee controllership of loan-fee processes, ensuring accurate accounting validation and reconciliation.
  • Investigate data discrepancies across sources with a focus on root cause analysis.
  • Identify and propose improvements to operational efficiency through automation and data quality controls.

Benefits

  • Health insurance coverage for employees and dependents.
  • Tuition reimbursement for further education.
  • Accident and life insurance options available.
  • Retirement savings plans to support future financial goals.
  • Performance-based incentives and discretionary bonuses.
Full Job Description
Application Deadline:

08/27/2026

Address:
320 S Canal Street

Job Family Group:
Finance & Accounting

The U.S. Investment & Corporate Banking Finance team is seeking a Senior Financial Analyst to support the Debt Capital Solutions (DCS) business, which includes Leveraged Finance, Commercial Loan Sales and Structuring, Investment Grade, and Direct Lending products.

This role is responsible for monitoring financial performance, maintaining accurate business reporting, and supporting the planning and forecasting processes for DCS. The Senior Financial Analyst will also provide controllership oversight for loan fee activity, partnering closely with Accounting, Operations, and Strategy to ensure results are complete and accurate.

The successful candidate will combine strong financial analysis and accounting judgment with the ability to independently investigate complex issues, interpret large data sets, and communicate actionable insights to business partners and senior leadership.

What You'll Do
  • Drive financial reporting and performance analysis that communicate business performance, key trends, and drivers of financial results for the Debt Capital Solutions (DCS) business leaders
  • Analyze financial results and large data sets to identify trends, risks, opportunities, and performance drivers, translating findings into decision-ready reporting for senior leadership
  • Partner with Business, Strategy, Operations and Accounting teams to provide insights, resolve reporting issues and support strategic business initiatives
  • Provide controllership oversight of loan-fee activity, including accounting validation, reconciliation, close processes, and financial controls
  • Investigate and resolve differences across multiple data sources with a strong focus on root cause and reporting accuracy
  • Identify opportunities to improve operational efficiency through automation, workflow redesign, data quality, and controls.


What We're Looking For
  • 1-5 years of experience in Financial Planning & Analysis (FP&A), Corporate Finance, or related analytical function
  • Bachelor's degree in Finance, Accounting, or related discipline; CPA or CFA a plus
  • Advanced Excel and financial modeling skills, with demonstrated experience analyzing and interpreting large and complex data sets
  • Strong written and verbal communication skills, including the ability to translate detailed financial information into concise, decision-ready insights
  • Strong understanding of financial statements, management reporting, budgeting, forecasting, variance analysis, and accounting principles
  • Experience working with financial systems such as Oracle Essbase, Anaplan, SAP S/4 HANA, Salesforce, Power BI, or similar platforms


Salary:

$57,500.00 - $106,500.00

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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