Who Can Apply
- Candidates must be legally authorized to work in Canada
Job Description
Process Analyst – Treasury Payment Solutions (BMO)
JR‑Level | Operations‑Focused | Manual Systems Environment
Summary
The Process Analyst supports Treasury Payment Solutions by reviewing, mapping, and validating operational processes across highly manual, legacy environments. This role focuses on ensuring client accounts are mapped correctly, documentation is accurate, billing is aligned to product usage, and operational workflows are standardized through SOP development. The analyst will also contribute to two additional operational initiatives tied to process improvement and data quality.
This position is ideal for someone with strong operational instincts, comfort working in manual systems, and the ability to learn multiple technologies quickly while applying analytical thinking to day‑to‑day processes.
Key Responsibilities
Operational Process Review — Assess end‑to‑end Treasury Payment Solutions workflows, identifying gaps, inefficiencies, and manual pain points.
Product‑to‑Account Mapping — Validate that all Treasury payment products are correctly mapped to client accounts and ensure alignment with internal standards.
Account Documentation Review — Review client documentation for completeness, accuracy, and compliance with operational requirements.
Billing Accuracy Validation — Confirm that mapped products are billed correctly and escalate discrepancies.
SOP Development — Build and maintain Standard Operating Procedures to support consistent execution across manual processes.
Operational Data Analytics — Analyze operational data sets to identify trends, errors, and improvement opportunities.
Cross‑Functional Support — Contribute to two additional operational initiatives related to process optimization, data quality, or workflow redesign.
Continuous Improvement — Recommend enhancements to reduce manual work and improve process reliability.
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/.
Required Skills & Experience
Must‑Have Qualifications
Operations Experience — Minimum 2 years in an operations, processing, or back‑office environment.
Process Analyst Background — Experience documenting processes, identifying gaps, and supporting improvements.
Banking or Financial Services — Industry experience preferred; open to adjacent industries with similar operational complexity.
Manual / Legacy Systems Exposure — Comfortable navigating large, manual, or outdated systems with limited automation.
Technical Aptitude — Ability to learn multiple internal platforms; strong Excel skills (VLOOKUP, pivot tables, data cleanup).
Process Mindset — Ability to break down workflows, identify root causes, and propose structured solutions.
Nice to Have Skills & Experience
BMO experience
Benefit packages for this role will start on the 1st 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.