Managing Director – Chief Operating Officer, Equipment Finance

BMO U.S.

. Lead day-to-day operational functions supporting the equipment finance business .

Posted 11/6/2026full-timeUnited StatesLead💰 $160,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in lease and loan accounting, financial controls, and operational management, ensuring compliance with U.S. GAAP and IRS regulations. Proven leadership in driving continuous improvement initiatives and managing multidisciplinary teams across finance, tax, and technology functions.

Highest-signal resume keywords

Lease And Loan AccountingU.S. GAAP ComplianceFinancial Controls ManagementOperational ManagementTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingProcess EnhancementTax ComplianceSystem ImplementationBusiness Transformation

Soft Skills

CollaborationAccountabilityInnovationExecutive Communication

Tools & Technologies

Accounting SystemsBusiness ApplicationsFinancial Software

Certifications & Qualifications

CPACMACIA

Industry Keywords

Equipment FinanceCommercial FinanceBankingLeasingFinancial Services

About the role

Key responsibilities & impact

Lead day-to-day operational functions supporting the equipment finance business
Establish operational priorities aligned with strategic business objectives
Drive continuous improvement initiatives to enhance efficiency, scalability, service quality, and profitability
Evaluate workflows and implement process enhancements that improve performance and controls
Direct the Accounting Group and ensure compliance with U.S. and international GAAP requirements
Maintain a strong internal control environment and recommend enhancements where deficiencies are identified
Partner with Internal Audit and Finance leadership to support annual audits and remediation activities
Ensure the accuracy and integrity of financial reporting and accounting operations
Ensure pricing disciplines support profitability, return objectives, and risk-adjusted performance targets
Lead the Tax Group and ensure compliance with applicable IRS, state, and local tax regulations
Oversee property tax reporting and filings across multiple jurisdictions
Manage relationships with external tax advisors
Monitor tax exposures and implement controls to protect the bank's interests
Oversee development, maintenance, and enhancement of proprietary business applications
Lead application development, systems integration, and business technology support teams
Ensure compatibility between internally developed applications and core accounting systems
Provide executive oversight of replacement and modernization of the equipment finance lease accounting platform
Lead and develop multidisciplinary teams across accounting, tax, pricing, development, and technology functions
Assign resources to strategic projects and operational initiatives
Build a culture centered on accountability, collaboration, innovation, and continuous improvement
Build and maintain partnerships with Finance, Tax, Technology, Legal, Compliance, and Audit teams throughout BMO Financial Group

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, Business Administration, or a related field
15+ years of progressive leadership experience within equipment finance, commercial finance, banking, leasing, or related financial services industries
Deep expertise in lease and loan accounting, pricing, financial controls, and operational management
Strong knowledge of U.S. GAAP, IRS regulations, state and local tax compliance requirements, and internal control frameworks
Demonstrated success leading major system implementations and business transformation initiatives
Experience managing accounting, tax, technology, pricing, and operational teams
Proven ability to work effectively with executive leadership, regulators, auditors, and external service providers
CPA, CMA, CIA, or comparable professional designation preferred
MBA or graduate degree in Accounting, Finance, or Business preferred
Experience serving on a corporate board or subsidiary governance committee preferred

Benefits

Comp & perks

Performance-based incentives
Discretionary bonuses
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones