Manager, Finance (Financial Planning and Analysis)

Application Deadline :

06 / 20 / 2024

Address :

33 Dundas Street West

Job Family Group : Finance & Accounting

Finance & Accounting

Our ideal candidate has experience with expense and FTE forecasting, planning, consolidation, cost allocation and analysis for large, complex organizations.

A self-starter with excellent Excel, analytical, communication and quantitative skills, and holds either a CPA, CFA or MBA

Develops detailed financial and economic analysis to assist the designated business portfolio with decision support. Works closely with business leaders and Finance partners to provide financial advice and service that supports the financial management activities of the Group / portfolio.

Supports the monitoring and management of financial performance against plans, forecasts, initiatives and objectives. Generates information and insights that support key business decisions to drive value (e.

g., cost management, resource allocation, etc.)

• Supports / Leads financial planning, forecasting and performance reviews that utilize plan, forecast and actual financial information to develop annual plans and targets.
• Performs variance analyses, and ad-hoc forward-looking analyses to improve understanding of business drivers as well as opportunities to improve performance for product improvement, profit improvement, financial impact of initiatives / strategic business decisions.
• Supports the development of methodologies and policies to enable analyses and insights focused on financial dimensions (e.

g., expenses, FTEs, cost allocation, etc.).

• Determines the financial impact of initiatives / strategic business decisions, and incorporate the impacts into future financial forecasts / plans.
• Assesses reasonableness of business cases and performs due diligence during Investment reviews and approvals processes.
• Breaks down strategic problems, and analyses data and information to provide financial insights and recommendations.
• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
• Integrates information from multiple sources (e.g. financial and operational systems) to enable more efficient processes, enhanced analysis and / or streamlined reporting.
• Acts as a trusted financial advisor to assigned business / group.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Focus is primarily on business / group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications :

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Deep knowledge and technical proficiency gained through extensive education and 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.
• Ability to work with large data sets and summarize key findings
• Solid understanding of accounting processes and terminology
• Highly organized and detail-oriented; able to multi-task and work on multiple ongoing projects
• Able to meet deadlines and have the ability to work independently with strong attention to detail
• Ability to work collaboratively with various departments including Controller, T&O, and HR

Technical Skills :

• In-depth knowledge of Excel a MUST
• Proficient with Microsoft Office Suite of products, particularly Excel & PowerPoint
• Knowledge of Anaplan, Oracle or other accounting software tools preferred

Compensation and Benefits :

$74,800.00 - $138,600.00

Pay Type : Salaried

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 :

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 .

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.

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.