OVERVIEW
We are seeking an experienced Financial Analyst with a strong background in financial analysis, portfolio support, and reporting within retail banking or financial services environments. The successful candidate will support large-scale financial and operational activities related to personal deposits and retail lending portfolios while partnering closely with senior managers, finance teams, and legal entity experts.
This role is ideal for a flexible, detail-oriented professional who thrives in a dynamic environment, demonstrates strong analytical and problem-solving abilities, and is eager to take on new challenges while supporting critical day-to-day business operations and portfolio management initiatives.
Location: Toronto, ON (Hybrid – BMO Place, 33 Dundas West)
Contract Length: 12 Months (Extension or FTE Conversion Possible)
Hours: 9 AM–5 PM EST
Pay: T4 $40 / IC $ 46
RESPONSIBILITIES
- Support financial portfolio management activities related to personal deposits and retail lending initiatives.
- Collaborate with senior management to understand business requirements and implement updates to financial and data models.
- Perform maintenance, enhancement, and monthly rollovers of financial models while ensuring accurate data ingestion and reporting alignment.
- Analyze financial data to identify trends, variances, and discrepancies while ensuring data integrity and reporting accuracy.
- Prepare and update financial presentations, reports, and business review materials using Excel and PowerPoint.
- Collect, validate, and process financial and operational data to support requests and inquiries from various business groups.
- Conduct day-to-day investigations and provide timely analytical support for ongoing business initiatives.
- Generate recurring and ad hoc reports for distribution across multiple business units and stakeholders.
- Retrieve and analyze information from existing models, systems, and databases to support decision-making and operational requests.
- Demonstrate adaptability and willingness to contribute across multiple functions and portfolio activities as business needs evolve.
- Support ad hoc financial analysis, reporting requests, and special projects while contributing to overall team objectives.
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QUALIFICATIONS
- 3+ years of progressive experience in financial analysis, reporting, or portfolio support within banking or financial services environments.
- Bachelor’s degree in Accounting, Finance, Economics, or a related discipline.
- Strong experience with financial modeling, financial analysis, and data validation.
- Advanced proficiency with Microsoft Excel, including Pivot Tables, VLOOKUPs, and advanced formulas/functions.
- Strong proficiency with Microsoft PowerPoint and other MS Office applications.
- Demonstrated analytical and investigative problem-solving capabilities with strong attention to detail.
- Ability to manage multiple priorities and adapt quickly in a fast-paced, evolving environment.
- Strong communication and stakeholder collaboration skills.
- Positive attitude with a proactive, eager-to-learn mindset.
Preferred
Experience supporting retail banking, lending, deposits, or financial portfolio management functions.
Exposure to Power BI, SQL, or other reporting and analytics tools.
Experience preparing executive-level reporting and financial presentations.
Knowledge of financial reporting processes, reconciliations, and business performance analysis.
Experience working within large enterprise or regulated financial institutions.
EDUCATION
Post-secondary degree in Accounting, Finance, Economics, Business, or a related discipline.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or other non-merit factor. We are committed to creating a diverse and inclusive environment for all employees. 
