QUALIFICATIONS FOR SUCCESS

• Undergraduate/Graduate degree in finance, accounting, business administration, and/or economics/commerce.
• Typically – at least 4-5 years of relevant accounting, financial/credit analysis, business/commercial banking and/or corporate finance experience. Automotive experience is not required.
• Holding a professional designation (CPA/CFA/CBV) is an asset.
• Strong understanding of financial, capital structuring and/or credit analysis gained through business and/or educational experience.
• Excellent financial modeling skills – In-Depth.
• Superior presentation and PowerPoint skills – In-Depth.
• Strong verbal & written communication skills – In-Depth
• Ability to learn quickly, be proactive and manage priorities – In-Depth.
• Collaboration & team skills – In-Depth.
• Analytical and problem-solving skills – In-Depth.
• Time and resource management – In-Depth.
• Negotiation/influencing skills – In-Depth.

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

ROLE OVERVIEW

As an Associate Director, National Accounts, you will be working with automotive dealership groups, daily car rental/leasing companies and truck dealerships (EBITDA up to $25 million or higher in certain cases) that have sophisticated financial needs, including cashflow-based financing for acquisitions and dividend/shareholder loans, real estate/construction financing, multi-lender syndications, and alternative debt capital structures (e.g. high yield and sub-debt).
Primary accountability for the Associate Director, National Accounts will be to support the monitoring of select portfolios in our group and ensuring operation in good standing along with performing financial statement analysis, financial modeling, and credit writing to support high quality credit/loan submissions for new and existing clients.
You will work closely with select Managing Directors within National Accounts, in a fast-paced environment, to support growth by being involved with pitches for new financing opportunities with prospects & existing clients and growing share of wallet. Together with the rest of the team, you will maintain and promote an exceptional client service environment and experience to continually achieve industry leading NPS scores for client satisfaction.
This is an important role that will report directly to the Vice President of National Accounts. The candidate must be self-motivated and well-organized, with strong expertise in risk assessment, financial analysis and portfolio management. The candidate must also possess excellent financial analysis and modeling skills and will be able to demonstrate these skills based on their ability to analyze a significant amount of information and present it in a clear and concise manner.

ROLE BENEFITS

• A culture of innovation, empowerment, decision-making, and accountability.
• Continual professional development through BMO Learning and BMO Academy.
• Hybrid work environment.
• Comprehensive health and wellness benefits along with additional paid benefits/amenities.
  You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.