Financial Planning and Analysis

• Maintain database of critical contract details
• Monitor timeline of upcoming contract events including renewals, notification periods, and other sourcing events
• Evaluate and maintain records of incidents against contractual SLAs and security incident response times
• Collect, analyze, and aggregate critical contract information to support VMO and key stakeholders
• Monitor contract timelines, track SLAs, and understand usage to optimize value

VMO Financial Analyst

• Partner with the CEO and Board to define and execute the company's long-term growth strategy
• Evaluate acquisitions, partnerships, capital investments, and new business opportunities
• Lead enterprise-wide scenario planning and strategic financial analysis
• Identify and improve key drivers of shareholder value
• Provide independent challenge and insight to executive decision-making
• Assess strategy alignment, governance, and compliance and recommend improvements
• Analyze cash flow and liquidity to ensure optimal cash utilization and availability
• Use IRR and WACC to inform decision-making
• Ensure acquisitions deliver expected financial and strategic outcomes
• Track post-acquisition performance, value realization, and portfolio performance
• Create and maintain financial models and forecasts
• Conduct scenario analysis for strategic decisions and investment opportunities
• Manage and optimize current and future cash flow
• Prepare the company for capital raises, loans, external capital, and M&A activities
• Prepare investor presentations for capital markets participants, investors, and lending vendors
• Establish and monitor KPIs linked to growth, EBITDA, cash flow, capital efficiency, and shareholder returns
• Lead quarterly business performance reviews with executive leadership
• Drive accountability for financial performance across operating companies
• Explain financial drivers to business leaders and drive improvement actions
• Monitor and manage the debt portfolio, including analysis, issuance, repayment, and refinancing
• Support equity and debt offerings, including due diligence, valuation, and pricing
• Understand group tax requirements and implement tax strategies
• Provide financial expertise, reporting, risk mitigation, and recommendations to the Board, investors, and stakeholders
• Establish scalable financial processes, procedures, controls, and solutions
• Build and lead a high-performing finance team
• Collaborate across departments to steer corporate change and financial strategy
• Align stakeholders and motivate the team around the company vision
• Influence executive and Board decision-making
• Build capability and leadership bench strength within the finance function

Chief Financial Officer

• Provide support and service for BMO’s Investment Operations business stakeholders and customers
• Execute and deliver Investment product and service processes in adherence with financial and regulatory controls and operational guidelines
• Gather and format data into regular and ad-hoc reports and dashboards
• Support change management execution and sustainment activities
• Organize work information for accuracy and completeness
• Execute service requests, transactions, queries and related routine tasks within SLAs
• Process transactions, activities and services accurately and promptly in response to stakeholder requests
• Respond accurately and knowledgeably to internal and external stakeholder questions and requests
• Follow documented policies and procedures to meet SLAs
• Check and reconcile information and documentation
• Analyze data and information to provide insights and recommendations
• Identify, analyze and resolve issues or escalate as required
• Communicate and collaborate with internal and external stakeholders
• Develop and maintain stakeholder relationships
• Maintain understanding of regulatory requirements and operational risks
• Collaborate on new processes/systems and improvements to existing processes and systems
• Support tool development and training delivery
• Complete complex and diverse tasks and handle escalations from other employees
• Analyze issues and determine next steps
• Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws and regulations

Senior Associate, Investment Operations

• Represent the finance function in cross-functional discussions relating to Controlling & Inventory, particularly MAKE and R&D
• Support the Controlling & Inventory Finance Lead with the global finance transformation initiative, including ERP/S4Hana design, build, and deployment
• Collaborate with Global Process Owners, Technical Product Owners, System Integrators, and transformational programs to capture and define business requirements
• Manage interdependencies with other transformational programs such as Signifi/Transact
• Ensure the Global Template is designed and built to meet business requirements using current technology capabilities
• Document future-state design as part of the Global Template build
• Support TPO and System Integrator teams in building the proposed design in S4/Hana
• Participate in build demonstrations, review deliverables, and provide feedback
• Ensure business requirements are met during the build
• Collaborate with the Master Data team to validate data setup for Controlling & Inventory processes
• Ensure development-system processes meet business requirements and provide feedback to TPO and System Integrator teams
• Support deployment teams during testing cycles and hypercare

Finance Manager – Controlling & Inventory

• Lead budgeting, planning, forecasting, reporting, and financial performance management for key areas across the Dealer and FSAAS verticals
• Create and enhance financial models, KPI dashboards, reporting tools, and planning frameworks
• Use Tableau, Power BI, or similar BI tools, SQL, Databricks, Snowflake, and financial systems to deliver scalable reporting
• Develop insights and recommendations on budget performance, variance drivers, forecast risks and opportunities, investment trade-offs, and cost optimization
• Support monthly and quarterly executive and board-level materials
• Translate complex financial and operational data into clear narratives for senior technology and product leadership
• Drive cross-functional planning with Sales, Marketing, and Customer Success
• Identify and implement process improvements and automation opportunities, including AI tools and data automation
• Lead ad hoc financial analyses and special projects for FP&A leadership, the CFO, and Dealer & FSAAS leadership
• Frame business questions, build analyses, and communicate actionable recommendations

Senior Analyst, FP&A

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs and offer advice suited to their financial situation
• Help members and clients choose appropriate solutions to meet their financial goals
• Recommend investments, loans and insurance products
• Serve as a financing expert advisor and resource person for the caisse
• Balance member/client satisfaction, business objectives, profitability and prudent risk management
• Work with partners and experts to design integrated strategies
• Advise members and clients on the best strategies and identify expected results
• Manage business relationships and assess member/client satisfaction and service quality
• Follow up and identify areas for improvement
• Stay up-to-date on the financial services industry, market trends and best practices
• Participate in outreach activities and represent the caisse in the community

Personal Finance Advisor

• Develop new business with individual customers and/or business leaders while balancing member and customer satisfaction, profitability, and risk
• Develop and maintain business relationships with members and clients and address their specialized savings needs
• Call on Desjardins components as needed
• Ensure the transfer of members' external assets and fully develop referred, solicited, or prospected members' potential
• Advise members and customers on financial strategies, including debt management, to grow savings and investment portfolios
• Develop and maintain customized collaborations with Desjardins Business Centre account managers, Desjardins components, community business partners, and referrals
• Identify member and customer needs, business opportunities, and appropriate referrals
• Develop and implement strategies to promote Desjardins Group's wealth management services
• Comply with policies, practices, standards, and laws governing financial product and service distribution
• Perform sound and prudent risk management for the assigned portfolio

Financial Planner – Development

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Take charge of members’ and clients’ immediate needs by offering simple and rapid solutions for investment, financing and protection
• Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
• Provide significant business development support
• Assist members and clients and provide excellent customer service
• Create offers for routine transactions
• Help sell products and services based on members’ and clients’ needs and current strategies and practices
• Tailor the approach based on members’ and clients’ needs
• Handle client requests, perform tasks and research, and recommend appropriate solutions
• Help colleagues manage their agenda and emails
• Recommend solutions that meet members’ and clients’ needs and expectations
• Help members and clients choose and get the most from tools and channels based on their desired independence and automation
• Seize business opportunities and participate in sales development initiatives

Client Financial Services Agent

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Take charge of members’ and clients’ immediate needs by offering simple and rapid solutions for investment, financing and protection
• Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
• Provide business development support
• Assist members and clients and provide excellent customer service
• Create offers for routine transactions
• Help sell products and services based on members’ and clients’ needs and current strategies and practices
• Tailor the approach based on members’ and clients’ needs
• Handle client requests, perform tasks and research, and recommend appropriate solutions
• Help colleagues manage their agenda and emails
• Recommend solutions that meet members’ and clients’ needs and expectations
• Help members and clients choose and use tools and channels based on their desired independence and automation
• Seize business opportunities and participate in sales development initiatives

• Attract, nurture, and grow relationships with high-value personal and small business clients
• Provide proactive, professional, client-centric advice and solutions
• Uncover client needs and proactively resolve concerns at first point of contact
• Address complex credit and investment needs and recommend appropriate solutions
• Educate clients on digital self-service and support their preferred interaction channels
• Use technology to connect with clients virtually and face to face
• Implement contact and relationship-building strategies to acquire and retain clients in the local community
• Collaborate with financial planning, retirement planning, mortgage, and business banking professionals

Financial Planning and Analysis jobs in Canada

VMO Financial Analyst

Chief Financial Officer

Senior Associate, Investment Operations

Finance Manager – Controlling & Inventory

Senior Analyst, FP&A

Personal Finance Advisor

Financial Planner – Development

Client Financial Services Agent

Client Financial Services Agent

Financial Advisor