Sr. Manager Finance (Lead Financial Officer) T&O Finance

Senior Manager, Finance (LFO) – Technology & Operations (T&O) offers a unique opportunity to influence strategic decision-making across one of the bank’s most complex and high-impact portfolios. Partnering closely with senior business leaders, SVPs, Corporate FCU, and CFO teams, you will provide financial leadership on technology investments, billion-dollar business cases, forecasting, planning, and enterprise initiatives. This highly visible people leader role requires a strategic thinker with strong executive presence, the confidence to challenge and influence at the leadership table, and the ability to balance business priorities with financial rigor. Leading a team of three, you'll connect financial insights to technology strategy, build influential relationships across the bank, and help shape decisions that drive business growth, operational excellence, and long‑term value creation.

Supports the management of the business/group, providing advice and service on financial management activities in alignment with Group/enterprise goals and governance standards. Acts as a financial centre of competence and strategic partner for the business/group supporting short, medium and long term objectives; provides decision support, including information, expertise, advice and recommendations on opportunities and exposures. Monitors performance against financial plans, forecasts, initiatives and objectives, escalating issues as required.

Responsibilities

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• May network with industry contacts to gain competitive insights and best practices.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Develops new connections and builds deeper networks that create cross-team interactions.
• Works with stakeholders to establish priorities.
• May own internal/external stakeholder relationships.
• Oversees the process to coordinate & analyze the financial and operational highlights of the business for reporting, planning and forecasting requirements.
• Leads change management programs of varying scope and type, including readiness assessments, planning, execution, evaluation and sustainment of initiatives.
• Acts as a trusted advisor to assigned business/group; assesses the financial performance and condition of the business.
• Influences and negotiates to achieve business objectives; ensures solutions are aligned with business and enterprise goals.
• Recommends and implements financial management solutions based on analysis of issues and implications for the business.
• Works with the business to align key performance indicators with financial forecasts/plans and initiatives.
• Assists in the development of strategic plans; assessment of opportunities; determines the financial impact of initiatives/strategic decisions.
• Identifies emerging issues and trends to inform decision‑making.
• Breaks down strategic problems, and analyzes data and information to provide Financial‑related insights and recommendations.
• Builds effective relationships with internal/external stakeholders.
• Acts as liaison between stakeholders in order to align agendas and ensure a clear understanding of the business context.
• Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.
• Monitors and tracks financial performance, and addresses any issues.
• Manages the coordination & analysis of financial and operational highlights of the business; works with others service teams to deliver reporting, planning and forecasting requirements.
• Co‑ordinates financial governance, compliance and attestation reporting as necessary.
• Reviews financial information for reasonableness and highlights/escalates areas of interest or concern.
• Executes work to deliver timely, accurate, and efficient service.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Operates at a group/enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine.
• Implements changes in response to shifting trends.
• 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 7+ years of relevant experience and post‑secondary degree in related field of study or an equivalent combination of education and experience.
• Accounting designation preferred.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In‑depth / Expert.
• Analytical and problem solving skills - In‑depth / Expert.
• Influence skills - In‑depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In‑depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In‑depth / Expert.

Salary

$94,600.00 - $176,000.00

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 Us

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.

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.

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