US Financial Analyst I - Sponsor Finance

Address:

Job Family Group:

Job Description

• Limit Monitoring
  • Track new additions and the limit to confirm we remain in compliance.  This includes monitoring out own borrowers to make sure the totals are correct, and also external borrowers that get included in our limit. 
  • Provide monthly manual adjustment file to correct overstatements in our limit to reporting
  • Research errors and work with ops and reporting to fix the issues
  • Research/ monitor new limit additions from external groups and if anything needs approval to be excluded, work with outside commercial bank groups to get the appropriate approvals in place.
  • Track new deals/ runoff with industry teams

• Budgeting/ Reforecasting
  • Create the upcoming year budget
    • Utilize historical trends as well as management assumptions/ expectations
  • Monthly reforecasting with finance utilizing actual data as well as the latest business expectations
• Fees/ Finance
  • Reconcile and split our syndication fees on a monthly basis
  • Track down any missing fees/ any errors in the fee amounts we receive, misc projects
  • Work with finance to make sure one client fees/ any outside revenue is being recognized to our group
  • Work closely with Finance on one off questions that come up such as creating new cost
• Goals
  • Track all new transaction closings including new money and fees
  • Consolidate actual goal scorecards by individual
  • Work with the SF HR team to create assumptions for goals based on historical trends as well as actual data available through our systems
• Data Reconciliation and Tracking
  • Track all new transactions, year end stats, headcount for year end goals, as well as one off data requests that come up through the year
  • Understand and know how to utilize various reporting systems through BMO- Sharepoint, NNARCO reporting, Power BI, Management dashboards
  • Manage distribution of sharepoint data to AM team quarterly and help with any cleanup for investor reporting
• BMO PE      
  • Help PE Fund with updating the quarter end BMO PE material for HRL and BMO PE Valuation meetings
  • Update valuations on equity only investments where there is no debt related deal team
• Miscellaneous Projects
  • One off requests for data / help with projects across the floor
  • Consolidating and distributing HRL material, including making sure the material is submitted to Livelink and sharepoint for risk review once final.
  • Partner closely with all areas of Sponsor Finance including the Asset Management team

Qualifications:

• Typically between 2 – 4 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• In depth specific functional knowledge and broad business knowledge.
• Strong analytical skills.
• Exceptional skills in quantitative analytics
• Strong proficiency in Microsoft Office products .
• Strong interpersonal skills.
• Ability to work under limited supervision.
• Basic understanding of risk management concepts
• Ability to learn and adapt quickly.
• Excellent capability to independently and proactively service multiple clients.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills.

Salary:

Pay Type:

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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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.

To find out more visit us at http://jobs.bmo.com/us/en

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.