Corporate Revenue & Treasury FP&A Manager

Bank of Montreal

Chicago (IL)

On-site

USD 75,000 - 160,000

Full time

14 days+
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Benefits offered by this job

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

Job summary

Bank of Montreal seeks a Manager, Corporate Revenue to lead forecasting, reporting, and financial analysis within Treasury Finance. You will partner with stakeholders to deliver insights, support balance sheet management and liquidity, and apply planning tools like Anaplan or Essbase.

Strong Excel and Power BI skills are essential in a fast-paced environment. Ideal candidates bring 5–7 years of experience, post-secondary education, and deep analytical capabilities, with a proactive approach to

Qualifications

  • Typically 5–7 years of relevant experience and a post-secondary degree in related field.
  • Strong verbal and written communication skills; collaboration and analytical abilities.
  • Experience in Treasury and/or FTP is ideal; advanced Excel, Power BI, and planning tools.

Responsibilities

  • Forecast, report, and provide financial analysis within Treasury Finance.
  • Support balance sheet management, liquidity, funding, and FTP activities.
  • Serve as an expert on relevant regulations and policies.
  • Collaborate with business leaders and Finance partners to advise on financial decisions.
  • Develop methodologies to enable analyses focused on financial dimensions (revenue, expense, balance sheet).
  • Monitor performance versus plans and forecasts; provide actionable insights.

Skills

Forecasting
Financial analysis
Excel
Power BI
PowerPoint
Anaplan
Essbase
Treasury knowledge

Education

Post-secondary degree in related field

Tools

Excel
Power BI
PowerPoint
Anaplan
Essbase

Job description

Bank of Montreal seeks a Manager, Corporate Revenue to lead forecasting, reporting, and financial analysis within Treasury Finance. You will partner with stakeholders to deliver insights, support balance sheet management and liquidity, and apply planning tools like Anaplan or Essbase.

Strong Excel and Power BI skills are essential in a fast-paced environment. Ideal candidates bring 5–7 years of experience, post-secondary education, and deep analytical capabilities, with a proactive approach to

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