Sr. U.S. Wealth Finance Reporting Manager

Financial Management Advisor

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.

Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Provides strategic input into business decisions as a trusted advisor.

Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business / group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Develops new connections and builds deeper networks that create cross-team interactions. Works with stakeholders to establish priorities. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. May own internal / external stakeholder relationships. Oversees the process to coordinate & analyze the financial and operational highlights of the business for reporting, planning and forecasting requirements. Leads change management programs of varying scope and type, including readiness assessments, planning, execution, evaluation and sustainment of initiatives. 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 initiatives / 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. Operates at a group / enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Creates and maintains a robust financial reporting environment giving Enterprise and U.S. Wealth leaders tools to inform, influence and enhance decision making capabilities. Supports sales tools to drive strategic execution; i.e. pricing and customer profitability. Streamlines financial reporting distribution to ensure ease of end-user experience and information security.

Excellent communication skills and track record of partnering with Line of Business leaders, preferably in Wealth Management. Strong project management skills.

Qualifications :

Typically 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. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert.

Salary : $102,000.00 - $190,000.00

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.

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.

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.