Lead Finance Officer, Investment & Corporate Banking BMO US

Application Deadline:

02/13/2025

Address:

320 S Canal Street

Job Family Group:

Finance & Accounting

The Investment and Corporate Banking (I&CB) business in BMO Capital Markets comprises of investment banking underwriting and advisory services, corporate lending, deposit taking, and banking services, and merchant banking to large corporations and financial sponsors in Canada, the United States, and select international locations.

The I&CB Finance team is responsible for Finance relationship management and all aspects of I&CB management financial reporting including planning, forecasting, analysis, and decision support.

The LFO, US I&CB leads the Chicago based I&CB US Finance team and supports US based businesses and key relationships in partnership with the rest of I&CB Finance. The I&CB US team also works to support specific US systems, processes, and requirements with the wider BMO US Finance team

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 f