Chief Operating Officer — Finance & Tech Transformation

BMO; Milwaukee (WI); On-site; USD 160,000 - 300,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Accident and life insurance

Job summary

BMO Equipment Finance in Milwaukee seeks a Chief Operating Officer to lead operational, financial, tax, technology and governance frameworks, partnering with the President and senior leaders to drive growth, risk management and customer service.

The role requires deep expertise in lease and loan accounting, US GAAP, and large-scale system transformations, with accountability for internal controls and end-to-end transaction processing. This is a high-impact executive position.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• 15+ years of progressive leadership in equipment finance, commercial finance, banking, leasing, or related financial services industries.
• Deep expertise in lease and loan accounting, pricing, financial controls, and operational management.
• Strong knowledge of U.S. GAAP, IRS/state/local tax compliance, and internal control frameworks.
• Demonstrated success leading major system implementations and business transformation initiatives.
• Experience managing accounting, tax, technology, pricing, and operations teams.
• Proven ability to work with executive leadership, regulators, auditors, and external service providers.

Responsibilities

• Lead day-to-day operational functions supporting the equipment finance business.
• Establish operational priorities aligned with strategic objectives.
• Drive continuous improvement initiatives to enhance efficiency, scalability, service quality, and profitability.
• Evaluate workflows and implement process enhancements that improve performance and controls.
• Direct the Accounting Group and ensure compliance with U.S. and international GAAP requirements.
• Maintain a strong internal control environment and support annual audits and remediation activities.
• Oversee Tax Group and ensure compliance with IRS/state/local tax regulations.
• Lead the development, maintenance, and modernization of proprietary business applications.
• Provide executive oversight of replacement and modernization of the equipment finance lease accounting platform.
• Build and lead multidisciplinary teams across accounting, tax, pricing, development, and technology functions.

Skills

Executive leadership

GAAP expertise

Lease/financing accounting

Tax compliance

System implementations

Cross-functional collaboration

Stakeholder management

Education

Bachelor's degree in Accounting/Finance/Business

Tools

ERP systems

Tax software

Business applications

Job description

BMO Equipment Finance in Milwaukee seeks a Chief Operating Officer to lead operational, financial, tax, technology and governance frameworks, partnering with the President and senior leaders to drive growth, risk management and customer service.

The role requires deep expertise in lease and loan accounting, US GAAP, and large-scale system transformations, with accountability for internal controls and end-to-end transaction processing. This is a high-impact executive position.