Lead Financial Officer, Wealth Management

at  BMO Financial Group

• 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.