BMO · 8 hours ago
Financial Analyst U.S. Wealth Management
Chicago, IL, USA
Full-time
Onsite
Mid Level
$58K/yr - $106K/yr
4+ years expBMO is a financial services provider that is focused on creating lasting positive change for customers and communities. The Financial Analyst in U.S. Wealth Management will consolidate and enhance financial data, ensuring integrity in reporting and supporting core finance processes like budgeting and forecasting.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Consolidates, transforms, enhances and standardizes data from multiple source systems to provide a holistic view of Bank data and attributes
Ensures the integrity of financial, management and regulatory reporting data
Administers and oversees the financial data systems to support core Finance processes that includes, but is not limited to planning and forecasting, budgeting and capital stress-testing submissions, costing, funds transfer pricing (FTP), management reporting, tax filings, and regulatory reporting
Provides second level support to investigate and resolve complex issues as escalated by first line support or assigned by management
Supports the management of BMO’s data as a key asset that facilitates effective decision making
Supports the build, management, and execution of the monthly financial production cycle and the financial management reporting platform
Supports the system implementation and validation of funds transfer pricing and cost allocation methodologies, planning, and forecasting
Supports the production of financial, regulatory, and management reporting; performs maintenance of master data
Leads the data reconciliation processes between core General Ledger and management reporting systems
Implements strategic initiatives (e.g. new product offerings, source systems, acquisitions, and divestitures) into core Finance systems
Assists in the identification of change impacts by gathering requirements and mapping and documenting current and proposed processes
Provides support to Enterprise projects and/or manages operational changes (e.g. supporting Technology with the validation and testing of systems)
Breaks down strategic problems, and analyses data and information to provide insights and recommendations
Builds effective relationships with internal/external stakeholders; ensures alignment between stakeholders
Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders
Supports the development of tools, training content, and delivery of training presentations for financial management system related processes
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently on a range of complex tasks, which may include unique situations
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Post-secondary education in Finance or Accounting
Experience in Financial information management, network administration
Knowledge of financial applications and systems
Technical proficiency gained through education and/or 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
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO 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 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
2026-01-20
MarketScreener
2026-01-06
Company data provided by crunchbase