BMO Financial

Senior Fund Analyst – Financial Reporting & Taxation

REMOTE/TELETRAVAIL, ON, CAN · Senior · Part-time

Sponsorship not specified$110k-$120kDetected 1 day ago

Data AnalysisFinancial AnalysisAccountingExcelTaxCommunicationCollaborationProblem SolvingMentoringGAAPIFRSFinancial ReportingCFA

About the role

Location This is a fully remote position.
We encourage candidates who meet a majority of the qualifications to apply, even if they do not meet every single requirement.
Your unique experiences and perspectives are valuable to us!

Develop and monitor accounting policies and procedures to enhance operational efficiency and financial controls
Provide analytical support for fund performance reporting and develop insights for management decision-making
Ability to thrive in a fast-paced environment and manage multiple priorities
Manage and mentor a team of fund accountants, fostering a culture of continuous improvement and professional development.
Collaborate with internal and external auditors to ensure compliance with regulatory requirements and internal policies.
Implement and maintain robust accounting policies and procedures that enhance operational efficiency and compliance.
Support the development of automated solutions to streamline accounting processes and reporting.

Bachelor's degree in Accounting, Finance, or a related field
5+ years of experience in fund accounting and taxation, preferably within an asset management or financial services environment.
Strong knowledge of accounting principles and regulations, including GAAP and IFRS and Canadian Income Tax Act.
Proficiency in financial software and reporting tools, with advanced Excel skills
Excellent analytical and problem-solving skills, with an ability to work independently
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.

Master's degree in Accounting or Finance, or relevant certifications (e.g., CPA or CFA)
Experience with fund administration systems and data analytics tools
Strong understanding of investment products and financial markets
Required and Preferred Qualifications

Advanced Excel capabilities, including pivot tables and complex formulas
Familiarity with regulatory reporting requirements and data management tools
Exceptional attention to detail and a commitment to delivering high-quality work
Strong communication skills, both verbal and written, enabling effective collaboration
A proactive approach to problem-solving and continuous improvement
Team-oriented mindset with a passion for mentorship and knowledge sharing

$75,900.00 - $141,900.00
Level 7 $110,000-$120,000
The above represents BMO Financial Group's pay range and type.
For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.
BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Benefits and Perks
Comprehensive health insurance options
Flexible work hours
Wellness initiatives and employee assistance programs
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life.
It calls on us to create lasting, positive change for our customers, our communities and our people.
By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
We strive to help you make an impact from day one - for yourself and our customers.
We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en.
BMO is committed to an inclusive, equitable and accessible workplace.
By learning from each other's differences, we gain strength through our people and our perspectives.
Accommodations are available on request for candidates taking part in all aspects of the selection process.
To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate.
Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property.
BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Bank of Montreal is committed to fostering a diverse and inclusive workplace.
We are proud to be an Equal Opportunity Employer and encourage applications from all qualified candidates regardless of race, color, religion, gender, national origin, age, disability, sexual orientation, gender identity, or any other characteristic protected by applicable law.
This is a fully remote position.
Equal Opportunity Statement

This listing is sourced directly from BMO Financial's careers page and normalized into a canonical job model.