T&O Senior Data Analyst, Financial Data

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We are seeking a highly analytical and technically skilled Senior Data Analyst / Business Analyst to support enterprise finance and regulatory data initiatives. The successful candidate will work closely with Finance, Technology, Data Governance, Regulatory Reporting, and business stakeholders to analyze, document, and transform finance data across multiple source systems.

This role is ideal for someone with strong banking and accounting knowledge who can bridge business and technology teams while driving data quality, data lineage, reporting, integration, and finance transformation initiatives.

The candidate will play a key role in understanding financial data flows, performing data mapping and reconciliation activities, supporting regulatory and management reporting, and contributing to strategic transformation programs involving General Ledger (GL), finance platforms, and enterprise data assets.

Key Responsibilities

Business Analysis

• Lead requirements gathering sessions with Finance, Regulatory, Risk, and Technology stakeholders.
• Document business requirements, functional specifications, process flows, and data requirements.
• Perform current-state and future-state analysis.
• Facilitate workshops and stakeholder discussions.
• Translate business requirements into actionable technical specifications.

Finance Data Analysis

• Analyze complex finance datasets across source systems, data warehouses, and reporting platforms.
• Investigate data quality issues and identify root causes.
• Perform data profiling, reconciliation, and validation activities.
• Support month-end, quarter-end, and regulatory reporting processes.
• Develop data quality controls and monitoring processes.

Data Mapping & Integration

• Define source-to-target mappings for finance and GL data.
• Support data conversion and transformation initiatives.
• Analyze lineage from upstream operational systems to Finance and Regulatory reporting.
• Work with development teams to clarify mapping and transformation requirements.

Reporting & Analytics

• Develop data-driven insights and reporting solutions.
• Create dashboards using Power BI and other analytics platforms.
• Deliver executive summaries and recommendations to stakeholders.
• Support KPI definition and performance measurement initiatives.

Testing & Delivery Support

• Create test scenarios and validation criteria.
• Support UAT, SIT, and production validation activities.
• Collaborate with QA and project teams to ensure successful delivery.
• Ensure business requirements are fully traceable through implementation.

Required Qualifications

Education

• Bachelor's degree in Business, Finance, Accounting, Computer Science, Information Systems, or a related field

Experience

• 5+ years of experience as a:
  • Data Analyst
  • Business Analyst
  • Business Systems Analyst
  • Finance Data Analyst
• Experience working within:
  • Banking
  • Financial Services
  • Regulatory Reporting
  • Finance Technology

Required Skills

Finance Domain Knowledge

• Strong understanding of financial data structures.
• Strong understanding of accounting and finance concepts.
• Knowledge of General Ledger processes and financial reporting.
• Understanding of data flows within financial institutions.
• Experience supporting regulatory and operational reporting initiatives.

Data & Analysis

• Advanced SQL skills.
• Data profiling and reconciliation.
• Data mapping and source-to-target mapping.
• Data lineage analysis.
• Data quality assessment and issue management.

Technical Skills

• Excel (advanced formulas, pivot tables, macros)
• Power BI
• Jira and Confluence

Analysis & Delivery

• Requirements gathering and documentation.
• Process mapping and workflow analysis.
• Gap analysis and root cause analysis.
• Stakeholder management and facilitation.

Soft Skills

• Excellent communication skills
• Stakeholder management
• Presentation skills
• Strong problem-solving abilities
• Ability to work independently in ambiguous environments

Preferred Qualifications

• Banking Finance Technology experience
• Understanding of Data Governance and Data Management principles
• Experience with data catalog and lineage tools such as Alation and Manta.
• Experience with enterprise data platforms such as Netezza, RedShift or AWS Data Platform.
• SAP S4 knowledge

Success Factors

Successful candidates will:

• Improve finance data quality and transparency.
• Deliver accurate source-to-target mappings.
• Enable successful regulatory and finance transformation initiatives.
• Reduce reconciliation and reporting issues.
• Produce actionable insights from complex finance datasets.
• Build trusted relationships with Finance and Technology stakeholders.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.