Toronto Employment Platform

Financial Analyst

At our company, we have been helping our customers and communities for 200 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.

BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives.

This position will provide operational and organizational support to the planning and forecasting processes within T&O. The successful candidate will demonstrate expertise in planning and forecasting.

Accountabilities include:

Planning & Forecasting

  • Contribute to monthly financial outlook and quarterly forecasting processes
  • As part of a team, support the annual financial planning process
  • Conduct analysis to set appropriate financial targets for various business lines
  • Manage and resolve day-to-day issues, including complex planning and forecasting issues and performance metric updates
  • Apply finance principals to translate project information into financial forecasts
  • Provide future-oriented analysis to project short, medium and long-term requirements in a timely manner to acceptable quality standards
  • Identify and/or critically assess risks and opportunities for cost savings, determining the financial impact of initiatives/ strategic business decisions, and incorporating impact into future financial forecasts/plans

Management Reporting

  • Build innovative financial reporting and analysis tools and presentations
  • Prepare monthly, quarterly & annual financial performance analysis for BMO’s Technology and Operations Line of Business.
  • Prepare reports and management presentations for executive level review
  • Support effective decision making by conducting comprehensive analysis and delivering messages that are clear, concise and actionable
  • Develop, sustain and improve financial reporting processes, including ensuring integrity and quality of information, compliance with accounting policy and BMO’s internal reporting requirements

Business Support

  • Build strong relationships with partner groups including the Technology business teams, Lead Financial Officers, divisional finance and controllership groups
  • Provide financial information for ad-hoc reports and analysis to assist in the investigation of miscellaneous issues and the support of strategic objectives and decision making
  • Monitor business performance and conduct analysis to support financial management

Change & Innovation

  • Support the operationalization of business/function change initiatives to ensure optimal effectiveness and efficiency from a finance perspective
  • Collaborate with finance colleagues and lead/support changes within the finance team


Knowledge & Skills:

  • University degree in business administration, accounting or finance
  • Intention to obtain CPA designation
  • Good understanding of financial management including performance measurement practices
  • Strong communication skills; verbal, written and presentation
  • Excellent organization skills, including the ability to multi-task and handle changing priorities
  • Strong excel and data manipulation skills required

At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

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.

Finance and Accounting

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