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Senior Billing Analyst and Automation Lead, Capital Markets Operations - R260006262 Toronto

Bank of Montreal (BMO)

Toronto, Ontario

Senior Billing Analyst and Automation Lead, Capital Markets Operations - R260006262 Toronto

Bank of Montreal (BMO)

Toronto, Ontario
 
Salary: $50,100.00 - $93,000.00
 
Application Deadline:04/10/2026

Address:100 King Street West

Job Family Group:
Finance & Accounting

We are on an exciting journey to build a digitally-enabled, future-ready bank with leading efficiency, profitability, and loyalty – all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life.

We have a unique opportunity for you to play a key role in supporting the brokerage commission billing process, ensuring accurate financial reporting, strong governance, and timely delivery across month‑, quarter‑, and year‑end close.

Beyond core accounting and reporting responsibilities, this role offers the opportunity to help modernize and improve how work gets done. You’ll partner with stakeholders to identify opportunities to streamline processes, apply AI and automation tools to reduce manual effort, and improve efficiency, accuracy, and service levels—while maintaining strong controls and risk discipline.

This is an ideal role for someone who enjoys combining technical accounting expertise, analytical problem‑solving, and process improvement in a fast‑paced, highly visible environment. You’ll work independently, exercise sound judgment, and contribute to initiatives that strengthen financial operations and support the broader business strategy.

In addition to the qualifications listed below, we are looking for candidates who can bring the following to the table:

  • Understanding of AI governance issues
  • Ability to teach others AI
  • Ability to use AI tools to prepare data to generate efficiencies (Co-pilot, Power Automate, Finance for Excel)

Consolidates, analyzes, and reports on the financial performance of the business / group to support the month-, quarter-, and year-end closing process, including financial reporting and financial governance. Supports an efficient and effective accounting function that uses common information sources and practices, reduces ongoing costs, and increases service level performance. This role looks to also drive change using AI tools and skills set to generate efficiencies.

  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provides advice and guidance to assigned business/group on implementation of solutions.
  • Supports the execution of strategic initiatives; includes tracking metrics and milestones.
  • Builds effective relationships with internal/external stakeholders.
  • Reviews financial information prepared by others for reasonableness and highlights issues / information that needs attention.
  • Provides advice and on the implementation of accounting solutions and operational programs.
  • Analyzes financial results to support financial period closing and reporting processes and provide insights and recommendations.
  • Gathers and formats data into regular and ad-hoc reports and dashboards for assigned legal entity, business, or group financial information packages.
  • Supports the preparation of journal entries, monthly / quarterly reporting packages and financial statements, including applicable tax payments and reconciliations, in accordance with accounting rules and standards.
  • Provides information and supports the process for internal (e.g. corporate and SOX) and external audits.
  • Reviews supporting documentation, escalating areas of concern and making any necessary amendments.
  • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Organizes work information to ensure accuracy and completeness.
  • Collaborates with internal and external stakeholders to deliver on business objectives.
  • Develops knowledge related to business / group accounting requirements and standards.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as need
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

  • Typically between 3 – 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Computer Science background an asset
  • Completed or near completion of an accounting designation.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Prompt writing skills
  • Business use case identification
  • Implement and testing ability
  • Understanding of AI governance issues
  • Ability to teach others AI
  • Ability to use AI tools to prepare data to generate efficiencies (Co-pilot, Power Automate, Finance for Excel)
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.

Salary:
$50,100.00 - $93,000.00

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: 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.

We are committed to hiring military and Veteran spouses and encourage you to identify your connection with the MSEN when reaching out to us or applying to any of our open roles.

 

Have questions or want to learn more about us? We would love to hear from you!

provi.ali@bmo.com 

 

Whenever possible, reach out to a named contact rather than a general inbox  - it helps ensure a quicker, more personalized response. If you hit a bounce-back, let us know at

employment.Emploi@cfmws.com

 

 

 

About Bank of Montreal (BMO)

We’re proud to be the official bank of the Canadian Defence Community – and that goes beyond supporting your financial well-being. We value the skills you’ve earned in the military, and we’re here to help as you move into the next stage of your professional life.

BMO is a top ten North American bank that provides personal and commercial banking, global markets and investment banking services to 13 million customers and clients. Founded in 1817, we’re driven by our Purpose: Boldly Grow the Good in business and life. BMO has established itself as a destination for top talent, with an employee experience that’s built on   personalized career development opportunities, a performance-driven winning culture, competitive rewards and benefits, and a deepcommitment to the health and well-being of our people.

If you’re ambitious, curious, creative, and eager to make an impact, you should consider BMO as a place to build your career.

#ProudtoWork@BMO