BMO · 3 weeks ago
Senior Manager, Business Strategy & Finance – US P&BB
Milwaukee, WI, USA
Full-time
Onsite
Mid, Senior Level
$102K/yr - $190K/yr
7+ years expBMO is a financial institution that focuses on creating lasting, positive change for customers, communities, and employees. The Senior Manager, Business Strategy & Finance will provide strategic input and manage the execution of initiatives that align with the organization's goals, while collaborating with various stakeholders to deliver business results.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Provides subject matter expertise in the design, development, management and implementation of assigned projects from business case development through execution
Works across BMO to deliver specific project/program business results in alignment with overall group goals
Provides strategic input into business decisions as a trusted advisor
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group
Acts as a subject matter expert on relevant regulations and policies
Develops the business case by identifying needs, analysing potential options and assessing expected return on investment
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution
Leads the execution of strategic initiatives; assesses and adapts as needed to ensure quality of execution
Keeps stakeholders informed of messages, recommendations, decisions, process and progress
Leads implementation of strategic initiatives within group and across BMO by partnering with various internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise
Defines business requirements for analytics & reporting to ensure data insights inform business decision making
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution
Leads change management activities, ensuring cross business/group coordination and logistical support for the implementation of change
Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs
Participates in project/program design and provides advice & subject matter expertise to achieve required business results
Conducts analysis required to inform strategic recommendations and considers the 'big picture' when assessing whether or not a course of action is advisable in terms of the group and enterprise goals
Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions
May network with industry contacts to gather and identify competitive insights and best practices
Breaks down strategic problems, and analyses data and information to provide insights and recommendations
Monitors and tracks performance, and addresses any issues
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives
Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine
Implements changes in response to shifting trends
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Proven experience in strategic financial modeling, ideally gained through roles in consulting, investment banking, or similar analytical environments
Seasoned professional with a combination of education, experience and industry knowledge
Verbal & written communication skills - In-depth / Expert
Analytical and problem solving skills - In-depth / Expert
Influence skills - In-depth / Expert
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert
Able to manage ambiguity
Data driven decision making - In-depth / Expert
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
MarketScreener
2026-01-06
2025-12-24
2025-12-18
Company data provided by crunchbase