Senior financial analyst
- Focus on Deposit and Credit Card portfolios, including partnering with product teams to improve understanding of key performance indicators.
- Supports forecasting utilizing new planning tools such as Anaplan
- 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.
- 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.
- Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
- Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
- Participates in project/program design and provides advice & subject matter expertise to achieve required business results.
- Conducts analysis required to inform strategic recommendations and considers the “big picture” when assessing whether or not a course of action is advisable in terms of the group and enterprise goals.
- May network with industry contacts to gather and identify competitive insights and best practices.
- Breaks down strategic problems, and analyses data and information to provide Finance/program-specific insights and recommendations.
- Monitors and tracks performance and addresses any issues.
- Participates in implementation of strategic initiatives within group and across BMO by partnering with various internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise.
- Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery.
- Executes work to deliver timely, accurate, and efficient service.
- 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. 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.
- Subject matter expertise in Finance / business domain - In-depth.
- 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.
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