BMO U.S. · 6 hours ago
U.S. Wealth Finance Manager
Chicago, IL
Full-time
Onsite
Senior Level
$74K/yr - $138K/yr
5+ years expBMO U.S. is a financial institution focused on delivering value and insights to its clients. The U.S. Wealth Finance Manager develops financial analyses to support decision-making and collaborates with business leaders to drive financial performance and strategic initiatives.
Banking
Responsibilities
Supports/Leads financial planning, forecasting and performance reviews that utilize plan, forecast and actual financial information to develop annual plans and targets
Performs variance analyses, and ad-hoc forward-looking analyses to improve understanding of business drivers as well as opportunities to improve performance for product improvement, profit improvement, financial impact of initiatives/strategic business decisions
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders
Integrates information from multiple sources (e.g. financial and operational systems) to enable more efficient processes, enhanced analysis and/or streamlined reporting
Determines the financial impact of initiatives/ strategic business decisions and incorporate the impacts into future financial forecasts/plans
Assesses reasonableness of business cases and performs due diligence during investment reviews and approvals processes
Breaks down strategic problems, and analyses data and information to provide financial insights and recommendations
Employs systems (e.g., customized exception reports, pipeline reports etc.) to manage information
Acts as a trusted financial advisor to assigned business/group by Providing specialized consulting, analytical and technical support
Influences and negotiates to achieve business objectives
Recommends and implements solutions based on analysis of issues and implications for the business
Identifies emerging issues and trends to inform decision-making e.g. economics, treasury, competitor information
Works independently and regularly handles non-routine situations
Qualification
Required
Between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Advanced Excel user
Proficient/able to learn direct querying (e.g. SQL)
Data driven decision making and influencing - In-depth
Collaboration & team skills - In-depth
Analytical and problem-solving skills - In-depth
Preferred
Previous exposure to financial data systems a plus (e.g. Essbase/SmartView, S4)
Experience or interest in Wealth Management, Banking & related financial drivers
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
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