Provides lead financial support for assigned business process and/or systems within a business unit which includes but is not limited to the following:
* Maintains, monitors, updates assigned business process and/or systems.
* Research complex problems and acts independently to resolve.
* Analyzes existing business process and or systems and determines technical or procedural improvements and implements changes.
* Develops and provides process documentation for users and training purposes.
* Develops operational procedures for products, services and systems supported.
* Designs processes to meet regulatory requirements.
* Develops and generates specialized and ad hoc reports.
* Analyzes reports and makes recommendations for improvements in processes and /or systems.
* Provides technical support to business unit, customers, management, and other users.
Primary Responsibilities:
* Work with the BMO team and departmental managers to manage financial processes within infrastructure.
* Use statistical methods to interpret data, analyze results, and provide ongoing reporting.
* Use data to create models that depict trends in portfolio financials and operational effectiveness.
* Identify and recommend new ways to meet the BMO financial processes, problem resolution, and mitigate risk.
* Facilitate meetings to review data findings and metrics.
* Develop and update documentation to support new / changes to procedures.
* Develop, generate, maintain, and monitor reports and files.
* Consolidate and create monthly decks providing financial status, and for operational reviews.
* Collaborate with the finance team regarding infrastructure financials.
* Works under the supervision and leadership of a BMO Delivery Manager.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
https://insightglobal.com/workforce-privacy-policy/ .
* Ability to self-start and show strong self-management skills.
* At least five years' experience of financial knowledge and aptitude preferably within the banking industry.
* Ability to effectively use Microsoft Office products such as SharePoint, Teams, Outlook, and Word.
* Must have advanced skillset in Microsoft PowerPoint and Excel.
* Must have experience and skills in Tableau development.
* Ability to schedule and negotiate with end-users to achieve desired results through stakeholder engagement and project management.
* Experience communicating with senior and executive management.
* Knowledge of statistics and experience analyzing datasets
* Ability to collect, form, analyze, and disseminate information with accuracy through hyper organizational skills and attention to detail to improve the effectiveness of the department and organization.
* Ability to work up to 50 hours a week when needed.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.