FP&A Manager leading budgeting, forecasting, and financial analysis for Aurora Solar’s solar software business. Owning Pigment and delivering insights that improve efficiency, revenue, and costs.
About the role
- BMO Managing Director structuring complex corporate finance deals and securing credit approvals. Growing strategic banking portfolios through client relationships, cross-selling, and market coverage.
Responsibilities
- Facilitate growth for the Bank through business development and management of key client relationships.
- Act as an escalation point for complex client issues and resolve conflicts.
- Lead the structuring of high-value, complex deals and credit approvals.
- Oversee credit approvals and drive pricing coordination.
- Drive negotiations for high-value, complex transactions and credit approvals.
- Manage high-value client portfolios, driving cross-selling, retention, and profitability.
- Implement cross-selling initiatives and transition opportunities into revenue-generating sales.
- Lead market coverage strategies to expand portfolios and identify opportunities.
- Represent the bank at industry forums and conferences.
- Engage with senior leadership and cross-functional teams to align strategies and address client needs.
- Deliver reports to bank leadership on team performance, client satisfaction, market trends, and strategic initiatives.
- Provide strategic advisory on loan products, options, rates, terms, and collateral requirements.
- Build and maintain relationships with high-value and strategic clients.
- Analyze market trends, client industry developments, and competitive positioning.
- Define products, solutions, and strategies with internal teams and stakeholders.
- Identify share-of-wallet opportunities.
- Use analysis tools to grow portfolios exceeding ROE thresholds and evaluate client returns.
- Ensure adherence to regulatory requirements, internal controls, and compliance policies.
- Foster BMO purpose, values, diversity, and inclusion.
- Build collaborative teams and develop top talent.
- Improve team performance, coach employees, support development, and manage poor performance.
- Operate at a group/enterprise-wide level as a specialist resource to senior leaders and stakeholders.
- Implement changes in response to shifting trends.
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable laws and regulations.
- Perform other broader work or accountabilities as assigned.
Requirements
- 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
- Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
- Any other related discipline or commensurate work experience considered.
- Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards, if a Credit Qualifiable role.
- Seasoned professional with a combination of education, experience and industry knowledge.
- Advanced proficiency in Project Management, Change Management, and People Management.
- Expert proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation, and Customer Relationship Building.
Benefits
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Accommodations available on request during the selection process
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