Job Description:

Job Title: Financial Analyst – Int

GROUP/PROJECT INFO:
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 center 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 INCLUDE (but are not limited to):
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 analyses 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.
• 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.

TOP SKILLS / EXPERIENCE:
• 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.
• Accounting designation preferred.
• 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.

SOFT SKILLS:
• Ability to quickly learn organizational structure, business strategies and processes
• Strong Documentation Skills (Capable of writing clear and well-structured business documents)
• Strong MS Office Skills (Word, Excel, Project, Outlook, Visio)
• Advanced facilitation and presentation skills
• Working data analysis skills (understands basic SQL)
• Exhibits advanced strategic business visioning and planning
• Possesses advanced problem-solving and analytical skills
• Is able to communicate with varying stakeholders in different situations (e.g., one-on-one interviews, formal requirements gathering sessions, etc.)
• Possesses advanced influencing and negotiating skills
• Strong leadership skills
• Very analytical and detail oriented
• Strong organizational skills
• Ability to handle multiple tasks simultaneously
• Is able to adeptly manage change and cope with complex and ambiguous situations
• Proven ability to drive a delivery

EDUCATION/CERTIFICATIONS:
• Post-secondary degree in related field of study or an equivalent combination of education and experience.