Jobs
>
Irving

    AVP Financial Analyst - Irving, United States - Bank of Montreal

    Default job background
    Description
    AVP Financial Analyst - Commercial Transportation Finance page is loaded

    AVP Financial Analyst - Commercial Transportation Finance

    Apply

    locations

    Irving, TX, USA

    time type

    Full time

    posted on

    Posted 2 Days Ago

    job requisition id

    R


    Application Deadline:

    05/30/2024 Address:

    300 E John Carpenter Freeway Job Family Group:
    Commercial Sales & Service

    We are hiring for an AVP Financial Analyst supporting our Commercial Transportation Finance portfolio.

    In this role you will be assigned a revolving portfolio of clients analyzing financial statements and creating the credit write ups for lines of credit.

    Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations.

    This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.

    Establishes cross-selling initiatives to increase penetration with client.
    Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
    May coordinate closing with closing department, clients and attorneys.
    Serves as a daily escalation resource to ensure client expectations are met or exceeded.
    Acts as a trusted advisor to assigned business/group.
    Influences and negotiates to achieve business objectives.
    Recommends and implements solutions based on analysis of issues and implications for the business.
    Conducts independent analysis and assessment to resolve strategic issues.
    Helps determine business priorities and best sequence for execution of business/group strategy.
    Acts as the prime subject matter expert for internal/external stakeholders.
    Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
    Designs and produces regular and ad-hoc reports, and dashboards.
    Maintains current on financing trends in target clients' markets, and communicate same to team members.

    Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.

    Oversees preparation of concise, well reasoned credit correspondence.
    Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.
    Negotiates transactions with clients and provides deal structuring expertise.
    Oversees documentation and ongoing monitoring of asset and client performance.
    May manage work flow of other analysts by aligning tasks with departmental goals and objectives.
    Provides accurate financial analysis and risk assessment of new and existing customers.
    Partners with internal stakeholders for accurate, detailed client information.
    Develops credit information to make lending decisions on new, renewal and extension loans.
    Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
    Prepares summary, present facts and offer opinions concerning credit worthiness.
    Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
    Provides input into the planning and implementation of operational programs.
    Builds effective relationships with internal/external stakeholders.
    Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
    Provides specialized consulting, analytical and technical support.
    Exercises judgment to identify, diagnose, and solve problems within given rules.
    Works independently and regularly handles non-routine situations.
    Broader work or accountabilities may be assigned as needed.


    Qualifications:


    Typically between - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

    Deep knowledge and technical proficiency gained through extensive education and business experience.
    Verbal & written communication skills - In-depth.
    Collaboration & team skills - In-depth.
    Analytical and problem solving skills - In-depth.
    Influence skills - In-depth.
    Data driven decision making - In-depth.

    Compensation and Benefits:
    $87, $161,400.00


    Pay Type:
    Salaried 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:

    We're here to help
    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

    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. BMO is an equal

    opportunity/affirmative

    action employer.

    All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

    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.

    About Us

    BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.

    Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.

    Who we are
    We're proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.


    As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.


    In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.

    #J-18808-Ljbffr


  • Lockheed Martin Grand Prairie, United States

    **Job ID**: 663416BR · **Date posted**: Apr. 25, 2024 · **Basic Qualifications**: · - Knowledge of Earned Value Management implementation · - Understanding of DCMA Data Driven Metrics (DDM) · - Analytical and problem-solving skills with attention to detail and reporting accuracy ...

  • VIP

    Financial Analyst

    2 weeks ago


    VIP Irving, United States

    The Financial Analyst will support the Merchandising organization analysis of financial results through variance analysis to budget / forecast, and annual Budget, Bi-Monthly Forecasts, and ad hoc research and reporting for the CFO, leadership in Merchandising and/or Planning. · H ...

  • GXO

    Financial Analyst

    2 weeks ago


    GXO Irving, United States

    Logistics at full potential. · At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On ou ...

  • GXO

    Financial Analyst

    3 weeks ago


    GXO Irving, United States

    Logistics at full potential. · At GXO, were constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our ...

  • GXO Logistics, Inc.

    Financial Analyst

    2 weeks ago


    GXO Logistics, Inc. Irving, United States

    Logistics at full potential. · At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On ou ...

  • GXO Logistics

    Financial Analyst

    1 week ago


    GXO Logistics Irving, United States

    Logistics at full potential. · At GXO, we're constantly looking for talented individuals at all levelswho can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our ...

  • Amerit Consulting

    Financial Analyst

    3 weeks ago


    Amerit Consulting Irving, United States

    OVERVIEW : · Our client, · a Global Fortune 50 organization and one of worlds largest distributors of Health care systems, medical supplies & Pharmaceutical products, · seeks an accomplished · Financial Analyst - Financial Planning and Control. · ** TITLE: Financial Analyst ...

  • Highgate Capital - Exec Office - TX

    Financial Analyst

    2 weeks ago


    Highgate Capital - Exec Office - TX Irving, United States

    Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco a ...

  • Team Car Care/Jiffy Lube

    Financial Analyst

    3 weeks ago


    Team Car Care/Jiffy Lube Irving, United States

    Overview · The American quick lube industry provides more than 100 million oil changes every year from over 10,000 standalone locations. Within this industry, there is one dynamic, growing company that stands out from the rest – Team Car Care, dba Jiffy Lube, the largest franchis ...

  • Team Car Care Dba Jiffy Lube

    Financial Analyst

    3 weeks ago


    Team Car Care Dba Jiffy Lube Irving, United States

    Overview: · The American quick lube industry provides more than 100 million oil changes every year from over 10,000 standalone locations. Within this industry, there is one dynamic, growing company that stands out from the rest Team Car Care, dba Jiffy Lube, the largest franchis ...

  • Highgate Capital - Exec Office - TX

    Financial Analyst

    1 week ago


    Highgate Capital - Exec Office - TX Irving, United States

    Compensation Type: · Yearly · Highgate Hotels: · Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Fr ...

  • FASTENER DISTRIBUTION HOLDINGS LLC

    Financial Analyst

    2 weeks ago


    FASTENER DISTRIBUTION HOLDINGS LLC Irving, United States

    Job Description · Job DescriptionFDH Aero is a trusted global supply chain partner for aerospace and defense companies. With more than 55 years of experience, it specializes in c-class components that include hardware, electrical, chemical, and consumable products and services fo ...

  • Team Car Care Dba Jiffy Lube

    Financial Analyst

    2 weeks ago


    Team Car Care Dba Jiffy Lube Irving, United States

    Overview: · The American quick lube industry provides more than 100 million oil changes every year from over 10,000 standalone locations. Within this industry, there is one dynamic, growing company that stands out from the rest Team Car Care, dba Jiffy Lube, the largest franchis ...

  • GXO Logistics, Inc.

    Financial Analyst

    2 weeks ago


    GXO Logistics, Inc. Irving, United States

    Logistics at full potential. · At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On o ...

  • FASTENER DISTRIBUTION HOLDINGS LLC

    Financial Analyst

    2 weeks ago


    FASTENER DISTRIBUTION HOLDINGS LLC Irving, United States

    Job Description · Job DescriptionFDH Aero is a trusted global supply chain partner for aerospace and defense companies. With more than 55 years of experience, it specializes in c-class components that include hardware, electrical, chemical, and consumable products and services fo ...

  • Vizient

    Financial Analyst

    1 week ago


    Vizient Irving, United States

    When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional deve ...


  • VIP Irving, United States

    Seeking a Sr. Financial Analyst-Corporate Development $- $85K - 110K plus Bonus · We have 3 openings for our client in Irving · #1 Senior Financial Analyst - support Merchandising - · The Financial Analyst will support the Merchandising organization analysis of financial resul ...


  • VIP Irving, United States

    Seeking a Senior Financial Analyst - FP&A - Capital Projects · $100,000 - $109,000 plus 10% Bonus Senior Financial Analyst, FP&A · FP&A Team 100% in office - Irving, TX · 1. Data management, modeling, & visualization skills utilizing SQ · 2. Experience with IBM TM1 Cognos, Oracl ...


  • Procom Irving, United States

    Financial Reporting Analyst · On behalf of our client in the Financial Services Sector, Procom is seeking a Financial Reporting Analyst. · Financial Reporting Analyst ResponsibilitiesSupport POG team with reporting requirement and other client management tasks. · Main function ...


  • Procom Irving, United States

    Financial Reporting Analyst · On behalf of our client in the Financial Services Sector, Procom is seeking a Financial Reporting Analyst. · Financial Reporting Analyst Responsibilities · Support POG team with reporting requirement and other client management tasks. · Main func ...