Financial Services Director

1 month ago


London, Greater London, United Kingdom Bank of Montreal Full time
Job Summary

We are seeking a highly skilled and experienced professional to join our team as an Accountancy Associate Director. In this role, you will be responsible for facilitating decision-making and analysis of credit information to support lending decisions and processes for the Bank.

Key Responsibilities
  • Apply deep expertise in bank products, processes, and systems to ensure a high-quality client experience.
  • Recommend and implement solutions based on analysis of issues and implications for the business.
  • Conduct independent analysis and assessment to resolve strategic issues.
  • Help determine business priorities and best sequence for execution of business/group strategy.
  • Participate in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
  • Design and produce regular and ad-hoc reports and dashboards.
  • Oversee documentation and ongoing monitoring of asset and client performance.
  • Provide accurate financial analysis and risk assessment of new and existing customers.
  • Assist in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
  • Minimize BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
  • Provide input into the planning and implementation of operational programs.
Qualifications
  • Typically between 5 - 7 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.


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