Lead Financial Officer, Wealth Management at BMO Financial Group
Toronto, ON, Canada -
Full Time


Start Date

Immediate

Expiry Date

25 Apr, 26

Salary

0.0

Posted On

23 Sep, 19

Experience

5 year(s) or above

Remote Job

No

Telecommute

No

Sponsor Visa

No

Skills

Communication Skills, Technical Proficiency, Collaboration

Industry

Financial Services

Description
  • 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 centre 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.
  • 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 intitaives/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.

QUALIFICATIONS

Qualifications :

  • 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.
Responsibilities
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