Application Deadline:
04/26/2026
Address:
100 King Street West
Job Family Group:
Finance & Accounting
BMO Nesbitt Burns Finance provides comprehensive financial oversight at the legal entity level, with primary accountability across the Wealth and Capital Markets (CM) pillars. The function partners closely with pillar finance controllers and, as required, Legal Finance Officers within Wealth and CM to ensure accurate journal entries, proofs of balance, and strong adherence to corporate and regulatory reporting standards. Beyond execution, the role is deeply focused on understanding, validating, and closing legal entity results, reviewing key controls, and performing reconciliations and analytics to assess whether financial outcomes align with underlying business performance. This position offers the opportunity to move beyond core accounting deliverables and gain a holistic view of one of Canada’s most complex broker-dealers, with ongoing exposure to evolving activities and close interaction with front-office trading desks, investment banking, Capital Markets, Treasury, Operations, and Finance partners.
The role presents significant learning and development opportunities where success is driven more by curiosity, resilience, and a genuine desire to learn, a solid accounting foundation, including hands-on experience with journal entries and reconciliations is essential. A CPA designation is a strong asset. The ideal candidate demonstrates patience, intellectual honesty, and a commitment to long-term growth, is not intimidated by complexity, asks thoughtful questions, and takes ownership of truly understanding the business rather than simply repeating information. This is not a transactional role, but one designed for individuals motivated to deepen their perspective, continuously improve, and build a meaningful finance career.
Consolidates, analyzes, and reports on the financial performance of the business / group to support the month-, quarter-, and year-end closing process, including financial reporting and financial governance. Supports an efficient and effective accounting function that uses common information sources and practices, reduces ongoing costs, and increases service level performance.
- Supports the execution of strategic initiatives; includes tracking metrics and milestones.
- Builds effective relationships with internal/external stakeholders.
- Breaks down strategic problems, and analyses data and information to provide accounting insights and recommendations.
- Identifies opportunities for alignment with accounting / finance processes and other operational processes.
- Acts as point of escalation on operational matters and matters falling outside of policy.
- Analyzes financial results to support financial period closing and reporting processes and provide insights and recommendations.
- Gathers and formats data into regular and ad-hoc reports and dashboards for assigned legal entity, business, or group financial information packages.
- Supports the preparation of journal entries, monthly / quarterly reporting packages and financial statements, including applicable tax payments and reconciliations, in accordance with accounting rules and standards.
- Provides information and supports the process for internal (e.g. corporate and SOX) and external audits.
- Reviews supporting documentation, escalating areas of concern and making any necessary amendments.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
- Organizes work information to ensure accuracy and completeness.
- Collaborates with internal and external stakeholders to deliver on business objectives.
- Develops knowledge related to business / group accounting requirements and standards.
- 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.
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
Qualifications:
- 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.
- Completed or near completion of an accounting designation.
- Technical proficiency gained through education and/or business experience