Senior Financial Analyst

Address:

This is a hybrid role requiring a minimum of 3 days in the office

This is a 15 month contract role to fill in existing employee who is going on maternity leave

We are looking for a highly analytical and detail‑oriented Senior Financial Analyst to support the financial management of BMO’s Canadian Branch Network Investment (BNI) portfolio. In this role, you will deliver financial insights, performance reporting, and project tracking that drive strategic decision‑making across our Physical Channels network.

You will partner with cross‑functional teams, develop high‑impact financial materials, and ensure accurate, complete, and timely reporting for capital and NIX initiatives across De Novos, Relocations, Renovations, expansions, and other branch transformation projects.

Key Responsibilities

Financial Reporting & Insight Generation

• Lead Capital and NIX forecasting and budgeting, ensuring accuracy and alignment with business plans.
• Analyze forecast‑to‑actual performance and provide insights to support financial decision‑making.
• Analyze, monitor, and report on the financial performance of the business/function.
• Prepare Monthly Finance Decks for CA BNI projects, providing actionable insights on Investment Capital and NIX performance vs. Actuals/Forecast.
• Produce and document financial period analyses, including monthly run‑rate forecasts and quarterly forecast‑to‑actual variance reporting.
• Ensure financial results are clearly communicated and understood by business partners.

Performance & Portfolio Management

• Prepare quarterly Performance Decks for all CA regions, covering De Novo, Relocation, and Renovation projects.
• Maintain the monthly CA Performance Scorecard for De Novos, Relocations, Renovations, and Expansions.
• Track Capital and NIX plans across all CA Physical Channels projects, including Refreshes, Downsizing, and Closures.
• Reconcile property space allocation between Retail and Wealth, including required TSA calculations with Nesbitt Burns.

Project Tracking & Governance

• Manage and maintain the CA Project Schedule and CA Site‑by‑Site file on a bi‑weekly basis (or as needed).
• Coordinate metrics and milestone tracking for strategic initiatives.
• Conduct competitor analysis using Share of Doors data to support market insights.

Stakeholder Collaboration & Advisory Support

• Provide financial guidance and recommendations aligned with business strategy and stakeholder needs.
• Partner with internal and external groups to support the execution of strategic initiatives.
• Build strong relationships with stakeholders and ensure alignment across teams.

Reporting Tools, Analysis & Documentation

• Gather, structure, and prepare data for recurring and ad‑hoc dashboards and reports.
• Utilize customized exception reports and tracking tools to manage information.
• Develop comprehensive user guides to support strong knowledge transfer and future onboarding.
• Break down complex business problems and translate data into insights and recommendations.

Qualifications

• 4–6 years of relevant experience, with a post‑secondary degree in Finance, Accounting, Business, or a related field (or equivalent experience).
• Advanced Excel, PowerPoint & Power BI skillset
• Completion or near completion of a professional accounting designation (CPA or equivalent).
• Strong technical proficiency in financial analysis and reporting.
• Excellent verbal and written communication skills.
• Strong analytical, problem‑solving, and data‑driven decision‑making capabilities.
• Demonstrated collaboration, influencing, and relationship‑building skills.
• Ability to work independently, manage complex tasks, and apply sound judgment.

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.