**PLEASE DO NOT APPLY VIA THIS VACANCY. PLEASE CLICK ON THIS LINK448-SUPPS-6795017AND COMPLETE YOUR APPLICATION ON THAT VACANCY**



Do you want to be our first Board level leader for digital and data? Are you ready for the challenge of implementing the Government's mission to transform NHS care, by maximising digital care and care provided at home? If yes to both of those questions - we have the right role for you.



As a pivotal member of our executive team and Board, you will shape the development and implementation of our strategic vision for digital, IM&T, data, and business intelligence. We are currently in the process of developing a new group model between Cambridgeshire Community Services NHS Trust and Norfolk Community Health and Care Trust which will commence in April 2025, and as part of this we have been able to create this new role. Your impact will be felt across 3.2m people, covering half of the East of England.



In this role, you will lead the use and adoption of innovative technologies and approaches which deliver an improved patient experience; enhance the working lives of our people; utilise data to make informed decisions for continued service quality and improvement; and provide a secure digital environment.

With significant experience as a digital leader in a large and complex organisation, you will have the ability to inspire our people, push the boundaries of innovation and deliver high quality outcomes. You will need to be a team player and good at building relationships both internally with our clinicians and broader staff and with the partners we collaborate with.



If you are interested, please do reach out to discuss the role, with Matthew Winn, our Chief Executive via matthew.winn@nhs.net.



The selection process for this role will take place on 16-17 December 2024. 16th December you will take part in virtual stakeholder panel discussions with a face-to-face interview taking place on the 17th of December.



Closing date: 1st December 2024.



We look forward to hearing from you.

Find out more about working for our organisation here:

https://heyzine.com/flip-book/2565ae62eb.html

Job Purpose

The Chief Information Officer (CIO) will play a pivotal role in the Group’s leadership team. They will provide vision, professional leadership and strategic direction to achieve the Group’s aims and improvements in quality, efficiency and effectiveness.



The CIO reports directly to the Chief Executive Officer. They will be the lead expert responsible for delivery of the digital agenda within the Group, leading the use and adoption of new digital technologies and approaches including AI, deploying clinical benefits to gain productivity, enhance the working lives of colleagues and deliver improved patient experience. They will be able to work collaboratively with multi-professional clinical teams and administrative teams across all sites that make up the CCS and NCH&C Group model.



The CIO will work collaboratively with the ICS digital leadership teams across all the ICSs within the group footprint and play an active role in the development of digital strategy within them.



Key Duties and responsibilities



Corporate Leadership and Responsibilities


• As a member of the Group Board and senior management team, contribute to the strategic and operational agenda, with a key role in the shaping of clinical and corporate services to improve population health outcomes, reduce health inequalities and meet the priorities of the trust and its commissioners. Work collaboratively with colleagues to drive delivery and improvement.
• Actively contribute to the leadership of the Group, continually seeking to improve the safety, quality, sustainability and efficiency of services, to support the provision of excellent patient care.
• Provide necessary, accurate and timely information to the Group Board to assist its decision making concerning the finances and relevant investment decisions across the organisation.
• Comply with the Group’s standing financial instructions, standing orders, policies and the code of conduct for NHS managers.
• Ensure the Group’s legal and statutory obligations are fulfilled in line with governance requirements within the resources available to organisation.
• Create and maintain positive relationships with partners and external stakeholders to promote the trust and its services, encourages collaboration where appropriate.
• Participate in Executive On call.
• Work with other director colleagues to develop the Group’s reputation as a good employer, enhancing performance along with effective resource and skill utilisation. Take a lead role across the Group on specific issues/topics (as agreed with the Group Board annually).
• Maintain own professional and personal development.

Information Technology, Information Management and Information Security.


• Lead the development and implementation of the Group's Digital vision and strategy, championing the use of digital technology and practices.
• Oversee the maintenance and modernisation of the ICT infrastructure, identifying and mitigating any risks.
• Responsible for information management and information security
• Identify and effectively manage information governance related risks and information and cyber security issues, communicating the importance of this across the Group and engendering a collective responsibility.
• Ensure that the Group's digital related policies (including information risk management, cyber security, and business continuity) are contemporary and compliant with relevant regulation and guidance.
• Provide expert advice to the Chief Executive and the Group Board relating to Digital and Information issues, in particular highlighting both potential risks and opportunities for improving patient care and safety and Group performance.
• Ensure that digital initiatives are fully integrated with annual planning processes.

Digital Transformation and Innovation
• Responsible for the development and delivery of a Group Digital Transformation vision and strategy which also promotes digital skills and digital inclusion, ensuring it is aligned with the Trust’s strategic direction.
• In collaboration with executive colleagues, drive reform and support organisational change, fostering innovation and excellence.
• Manage the ongoing development of access to data for research, maintaining the highest standards of security and confidentiality.
• Participate in national initiatives and forums to raise the profile and reputation of the Group as a digital exemplar and to influence policy and funding allocations for the benefit of the Group, its health and care partners and patients.
• Work collaboratively across the Group, its partners and wider ICS’s to champion digital transformation.

Data and Analytics


• Enable a business intelligence led organisation, ensuring high quality data supports effective decision making and quality improvements
• Ensure that accessing, processing, reporting and presentation of information is underpinned by the requirement to provide high quality business intelligence that supports effective decision-making and quality improvements.
• Drive digital innovation as a change agent to enable clinically led digital transformation and move the organisation to be data driven.

Senior Information Risk Owner


• Lead the Trust’s information risk strategy and policy, ensuring exceptional data safety and compliance with relevant regulations.
• To lead at Board level the Trust’s Statement of Internal Control as it relates to information risk.

Directorate Responsibilities


• Lead and manage the directorate, ensuring exemplary leadership, development and achievement of the annual objectives for the directorate.
• Be an authorised signatory at director level and be responsible for the budget for the directorate.
• Support and deliver directorate contributions to organisational cost improvement plans and efficiency challenges


This advert closes on Sunday 1 Dec 2024

Proud member of the Disability Confident employer scheme

What skills and experience we're looking for

Significant post qualifying experience and in-depth professional knowledge acquired through experience.

Experience managing significant financial resources with a good appreciation of relevant regulatory frameworks.

Familiarity of financial processes and procedures.

Experience of effectively managing a team.

High level of IT competence, literacy and numeracy skills

Experience of managing budgets.

Experience of communication with colleagues and contractors at all levels of the organisation and the ability to negotiate and act on behalf of the site in relation to contracts.

Strong persuasive, influencing and interpersonal skills with the ability to communicate clearly and confidently at all levels.

Excellent skills in strategic planning and strategic management of financial resources.

Clear analytical skills to allow the exploration, evaluation and interpretation of information and opinions and utilisation of management information systems.

Strong decision making skills with the ability to make decisions and recommendations based on the analysis of options.

Capacity to work under pressure to meet deadlines and organisational priorities.

Good leadership skills and ability to inspire and challenge colleagues.

Commitment to staff’s and own personal development

What the school offers its staff

Growing Trust of 5 primary schools with extended services of a national Maths Hub and CPD company at the heart of its school improvement offer. Supportive Executive Team and Trust Board.

Commitment to safeguarding

Our organisation is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults. We expect all staff, volunteers and trustees to share this commitment. Our recruitment process follows the keeping children safe in education guidance. Offers of employment may be subject to the following checks (where relevant): childcare disqualification Disclosure and Barring Service (DBS) medical online and social media prohibition from teaching right to work satisfactory references suitability to work with children You must tell us about any unspent conviction, cautions, reprimands or warnings under the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

JOB DETAILS:           Lead the credit risk line of business decision to evaluate and report risk and profitability, loss forecasts, loan origination strategies, and pricing strategies. Work with mathematical and statistical modeling techniques in various programs, SQL programming, SAS and SPSS software packages and VBA for Access. Coordinate with quantitative analysts to develop risk-based pricing models and loan models involving logistic regression and other statistical techniques.

REQUIREMENTS:     Bachelor’s degree in Data Science, Computer Science, Electrical Engineering or related field. Mastered preferred. 7-years of mathematical and statistical modeling technique in various programs with at least 3 years of SQL programming, SAS and SPSS software packages and VBA for Access.

Director, Credit Risk

LOCATION -- Chicago, Illinois 60611

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

As a Senior Director, Commercial Credit, you will manage a major segment of risk rated credits from Commercial Banking in Western Canada. By exercising good credit judgment and providing leadership to a group of risk managers, you will ensure that effective credit policies and strategies are in place and are adhered to in order to sustain portfolio quality and support effective portfolio growth. You will invest in relationships with visits to locations and some travel will be required to meet partners and clients or to work with the wider team.   

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

How You’ll Succeed

• Risk Management Leadership – You will manage and develop a team of Credit Risk professionals, sharing knowledge, growing skill, supporting productivity as well as employee engagement objectives. You will represent or lead as required in projects/initiatives that have  both Regional and National scope. You will interface with Leadership in our Business Partners, aligning objectives, activities and resources, and support the growth of credit capability and relationship trust with Commercial Bankers.

• Transactional Adjudication Expertise – You will ensure sound credit judgment is applied to credit requests, shaping credit solutions to align with our Risk Appetite. You will support evolution of and effective execution of approved risk rating methodologies, develop and maintain industry expertise within your team for the assigned industry sectors covered, and ensure credit applications and credit policies and processes are effectively managed, documented and adhered to.

• Portfolio Management – Measure, monitor and control credit risks, actively engaging your team to identify and assess challenges in accounts, industries, and shape action plans to effectively minimize capital and resource costs and loan losses. You will manage and review reporting processes to ensure that credit irregularities are identified and resolved on a timely basis and ensure performance of portfolio for trends; non-performing and problem accounts; assessing revenue and loss experience ratios; identification of under-performing units. Overall, you will assess effectiveness of current credit policies and procedures, develop action plans outlining corrective actions to be taken to resolve credit problems; and monitor such corrective plans for resolution and effectiveness.

Who You Are

• You can demonstrate experience. Extensive experience and knowledge of commercial business and credit practices in order to assess different customer requirements, and effectively sort and prioritize relevant risk factors.

• You have a degree/diploma. In Business/Finance/Accounting, MBA or equivalent. Proficiency in Fundamental Financial Skills for Commercial Lending.

• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

• You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.

• You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.

• You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.

• You are a caring and accountable leader. You have experience developing and implementing strategic team goals. You have experience coaching employees and inspiring successful team performance.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Vancouver-400 Burrard St, 6th

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Credit, Business Development, Credit Policies, Credit Risk Management, Financial Analysis, Group Problem Solving, Long Term Planning, People Management, Portfolio Management

Job Summary:

We are seeking a hands-on, strategic product leader, who can lead and execute a vision for our scalable, configurable, Investment Data Management Cloud platform. This role will primarily focus on the data platform required for all of Clearwater’s products, while also contributing to our global data management strategy. You will also play a critical role in scaling our platform across asset classes and industries, creating a highly configurable data platform that powers all our analytical and AI products.

This is an exceptional opportunity for a seasoned professional with experience building data pipelines and analytical financial technology software.  In close collaboration with Sales, Engineering, Operations and Services teams you will strategically implement the high-level road map for our foundational data layer and enable the development of multiple product lines.

You will report to the Chief Product Officer and will be responsible for defining market problems, developing a short- and long-term product strategy, mentor product managers and convert strategy into product deliverables and releases. 

  

Responsibilities:

Leadership:

• Develop a comprehensive security, pricing and client master data management strategy and long-term roadmap with short term prioritization.
• Lead a team of product managers and guide their product roadmaps to align with strategy.
• Drive roadmap execution by partnering with Engineering leaders and ensure high quality releases.
• Showcase internal and external thought leadership in all things related to investment data management at technical and functional forums.
• Develop, and manage to success metrics and present outcomes, insights, and continuous improvement plans to executive leadership team.

Business Growth:

• Evaluate data sources dependencies, data rights management, ingestion patterns and data persistence to optimize for current and future client needs.
• Assess Clearwater data strategy fit by market, segments and use cases, and build comprehensive roadmap to address capability gaps that drive revenue growth.
• Continuously evaluate current platform and build a vision for a highly scalable, automated, and resilient data platform

Client Success:

• Support clients go-lives, manage client escalations and ensure SLAs.
• Lead client design partner discussions on data management challenges and respond with solutions and roadmap items.

Product Innovation:

• Work with technology and executive leadership to create multiyear, annual, and quarterly roadmaps and oversee their execution.
• Manage the product lifecycle, ensuring that products are delivered to the required quality standards.
• Partner with functional product leaders, market principals and at various levels across the organization, establish and maintain outstanding communication, and build/maintain collaborative relationships at all levels.
• Ability to build coherent narrative, explain technical and product priorities and convince leaders of your vision and strategy are critical to long term success of this role.
• Stay abreast of competitive, data technologies, and market dynamics and apply insights to the company’s product strategy and execution.

What we look for:

• 15+ years of experience in data management platforms in enterprise software with a minimum of 5 years in a product management leadership role leading PM team of 5 and above.
• At least 5 years of experience across more than one of these areas is required: master data management (especially finance domain), ETL/ELT, data integration, data warehousing, lake houses, and streaming data.
• Demonstrated ability to build a scalable, configurable enterprise data platform on the cloud, deployed across industries and geographies, migration to a componentized architecture, and capable of handling large amounts of data with low latency.
• Proven ability to manage complex data pipelines and integration with high volumes, variety, velocity and veracity.
• Excellent written and oral communication and presentation skills and write product strategy papers and create narrative decks.
• Commitment towards superior internal and external customer experience.
• Strong team leadership, decision-making, and organizational skills, with a desire to build exceptional products and deliver successful business outcomes.
• Bachelor's degree in computer science, math, or other relevant technical discipline.

Highly Preferred Experiences:

• Experience in the financial industry particularly in investment data such as IBORs along with security and pricing master.
• Expertise in typical financial data sources like custodial, market, pricing and client provided custom data.
• Experience working in the Insurance and Asset Management industry.
• Knowledge and experience with end-to-end application and systems development 

What we offer:

• Business casual atmosphere
• Team focused culture that promotes innovation and ownership 
• Access cutting edge investment reporting technology and expertise 
• RSUs as well as employee stock purchase plan (discounted shares)  
• Private medical and dental insurance
• Various social and volunteering opportunities, including volunteer time off to give back to the community 
• Defined and undefined career pathways allowing you to grow your own way 
• Work from anywhere 3 weeks out of the year 
• An opportunity to revolutionize the investment industry

Compensation Range: $220,000/YR-$260,000/YR + Bonus. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, Benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing 

CIBC Capital Markets provides corporate, government, and institutional clients with innovative solutions to help them raise capital, and grow and invest actively throughout North America, Latin America, and key financial centres around the world. Our mission is to bring Canadian Capital Markets products to Canada and the rest of the world, and also bring the world to Canada.

The incumbent will join the Capital Markets Business Management Team, with a focus on supporting the Simplii business within Direct Financial Services Lines. As the Simplii Business Manager, you will act as a liaison between the businesses and the relevant stakeholders & infrastructure partners, to ensure all governance and controls functions are fulfilled. The incumbent will also be assist in business, regulatory and compliance initiatives as requested.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. 

How You’ll Succeed 

• CIRA - Complete Change Initiative Risk Assessment (CIRA) for new initiatives, investigate, document, and report on incidents and errors (regulatory and operational). Document and complete Business Continuity Planning milestones.

• Reports - Coordinate and respond to auditor/regulator requests, findings and reports

• Regulatory Compliance - Coordinate, investigate and respond to Regulatory Compliance Incidents (RCIs) and liaise with Compliance Department and Business to complete scheduled updates to the Regulator. Complete and attest to CIBC governance functions - e.g. user system access, shared folders, contract review, records management, business-managed technology, etc. Lead and/or support management reporting as required. Working with Finance to support expense management and review

• Checks - Perform physical & logical security checks as well as clean desk checks

• Other Accountabilities - Assist business with updates to business policies & procedures, including process enhancements to support regulatory and enterprise compliance requirements. Assist business with CASL implementation and adherence. Assist Capital Markets Centralized Governance & Controls Team as required – e.g. deficiency management, risk & controls self assessments, privacy incidents, related party attestations, etc. Assist business with project (business and bank-wide) implementation, including new policy/procedures development and presentation materials. Tracking and reporting of key business and operational processes to support the business in executing strategic plans.

• Collaboration - Liaising on a regular basis with individuals in the business, Capital Market CAO team and infrastructure partners (e.g. Technology, Global Operational Risk Management, Compliance, Enterprise Business Continuity Management, Audit, Finance)

Who You Are

• You have minimum of an undergraduate degree in business or equivalent.

• You have industry experience. 3-5 years industry-related experience and understanding of the Direct Financial Services business lines, products and services (in particular Simplii Financial). General knowledge of the operational, regulatory, and reputation risks associated with Direct Financial Services businesses and a comprehension of the policies, standards, processes and controls that need to be in place to mitigate these risks.

• You have strong understanding and application of operational risks, controls and governance functions. High degree of computer literacy and familiarity with business tools, e.g., Excel, Word, PowerPoint, SharePoint, Visio.

• You are collaborative. Team player with good communication skills, both verbal and written, as well as the ability to be able to think cross-organizationally and build consensus.

• You execute focus with the ability to multitask and deliver within a short time frame.

• ·Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Toronto-161 Bay St., 5th

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Effectiveness, Business Processes, Capital Markets, Critical Thinking, Customer Experience (CX), Customer Service, Leadership, Long Term Planning, Project Management, Strategic Objectives

03/30/2024

Address:

111 W Monroe - 115 S LaSalle

Job Family Group:

Technology

Provides vision and leadership for developing and implementing innovative and cost-effective information technology strategies, investment plans & operational environments to optimize BMOs technology investment, improve cost effectiveness, service quality, and support aggressive growth.

Reporting into the CIO Wealth Management, this role is responsible for the total business partner relationship, ensuring the development of a direct partnership with the senior executives of US Wealth Management as well as other business leaders. Covers all aspects from Strategic Planning to delivery and application support services. This role also needs to act as the US CIO for Wealth Management, fulfilling all reporting and regulatory requirements in this capacity. Develops and implements new/enhanced, and maintains existing, applications, architecture and solutions that meet current and future business/customer needs, with a drive to rationalization and modernized technology, which will streamline operations, drive out cost, improve customer experience and reduce regulatory, compliance, risk issues and operational defects. Partners with leaders to understand gaps, balance priorities, influence change, remove barriers and strengthen our technology. Client experience and growth continue to be at the core of the Wealth business transformation and strategy. In order to enable the business’ success, resiliency, digitization and simplification are key. To deliver on these goals, strong leadership will be required in the U.S. Wealth Technology portfolio.

Accountabilities:

• Leads a growing team of U.S. Wealth Technology professionals of roughly 150 people (44 FTE, others Contingent)

• Portfolio management of roughly 45 applications and 10MM of year over year work.

• Manages development teams that are accountable for on-time, on-budget delivery of quality solutions which includes analysis, design, development, implementation, and support of applications to ensure and/or maintain alignment with IT strategies and adhering to standards.

• Strong focus on digitization of business processes to support BMO’s Digital First agenda

• This role is accountable for the business partner relationship with the senior executives within BMO U.S. Wealth

• Responsible for the overall technology planning and IT development spend, and ensuring achievement of business and T&O KPIs

• Develops a business focused technology strategy/roadmap and set 3–5-year priorities/ milestones, that weaves the company’s digital agenda into the existing framework.

• Drives modernization and rationalization of systems/platforms to meet business/function needs.

• Acts as the single point of contact for the business/function leadership, facilitating constant dialogue with technology and business peers, to ensure an understanding of business requirements integrating across initiatives and identifying synergies

• Works effectively and successfully with third party providers to ensure that projects are executed as agreed; evaluates contracts and relationships to determine the right balance of insourcing vs. outsourcing; renegotiates contracts where necessary

• Drives technology and required infrastructure capabilities for initiatives related to the supported business/function and work with internal and external partners to achieve this.

• Promotes and supports the Bank’s risk culture ensuring employees understand their accountabilities for risk-taking activities, promoting an environment of open communication and effective challenge, and through leading by example

• Develops and maintains a flexible yet disciplined governance structure that optimizes IT priorities, delivery speed and related spend.

• Assesses and communicates risks associated with IT investments

• Optimizes cross-business opportunities ensuring a consistent and integrated employee experience

• Maintains a network of strategic relationships to identify current and emerging technologies/business solutions/vendors/ partners/investment opportunities

• Acts as a key participant in enterprise steering committees for all required programs and projects across the portfolio.

• Personally, role models customer focus and excellence in service.

• Adheres and supports enterprise customer experience and brand standards

• Drives the development and implementation of innovative technology strategies and solutions across the enterprise that optimize the customer experience

• Instills pride and followership with Being BMO

• Ensures alignment between values and behaviour that fosters diversity, inclusion and effective challenge

• Develops leaders, plans for succession, and enables high performance with winning culture.

Qualifications:

• Post-secondary degree/diploma in Computer Science or equivalent work experiences. Master’s degree in Computer Science or MBA with technology as a core component preferred.

• Good understanding of investment business and wealth technologies and business.

• In depth expertise in IT development and implementation, acquired through 15+ years of IT managerial experience supporting financial services

• Possesses 15+ years’ experience managing and/or directing an IT operation

• Advanced understanding of Application Development process and methodologies and the latest innovations

• Advanced knowledge of business theory, business processes, management, budgeting and business office operations

• Advanced understanding of the organization’s goals and objectives and technical knowledge of current network and operating systems, hardware, protocols and standards

• Proven track record in achieving or exceeding objectives

• Proven track record of timely, cost-effective and industry-leading delivery

• Broad/diverse business knowledge of a range of functions, products and/or systems, or expert knowledge of specialized functions, products and/or systems

• Exceptional relationship management, coaching and communication skills

• Ability to translate broad, strategic intent into tactical and operational plans

• Highly developed strategic planning, including business requirements, project planning, and organizing & negotiating the allocation of resources to deliver on unit priorities

• Proven ability to work within a changing environment and lead the implementation of change

• Proven leadership capabilities – communication, influence & negotiations, conflict resolution, people management, relationship management (internal & external) and multi-tasking

• Advanced level of business acumen, accountability and financial proficiency

• Proven ability to partner with clients to identify business challenges and effective strategies/alternatives to mitigate them.

• Cloud, Dev ops, RPA and other transformational deliveries.

• Strong background and a focus on continuous improvement.  

Please note the target base salary range for this specific position is a range from $216,000USD to $240,000 USD

Compensation and Benefits:

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

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 http://jobs.bmo.com/us/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. 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.

03/29/2024

Address:

105-119-129 rue St-Jacques O

Asset Mgmt Sales & Service

Role is located in Montreal

Please note - strong derivatives experience is an asset for this role

Role Mandate:

The Director, Regional Sales ETFs is responsible for selling and servicing BMO ETFs and ETF-based mutual funds in an assigned geographic region, assisting BMO GAM in meeting annual plan sales and revenue targets.

The role is responsible for developing sales of BMO ETFs and related ETF based products through direct sales activity and through multi-channel partnerships in the assigned region.  A core component of the position is creating effective partnerships with the assigned BMO Global Asset Management Regional Sales Managers (RSMs).  The ETF Specialist role provides the RSMs with sales support, promotional assistance and education on BMO ETFs and other BMO ETF related products.

Key Dimensions

Sales and Service Relationship Management Planning

Accountabilities:

Sales and Service

• Drive sales of BMO ETFs in conjunction with a cohort of RSM’s to meet and exceed annual plan targets
• Foster a sales culture of goal achievement and superior customer satisfaction;
• Coordinate BMO ETF sales activities within the assigned region
• Provide ongoing sales support and product specific training to the assigned region’s RSM team
• Partner with each of the region’s RSM’s to assist them in their individual BMO ETF sales efforts
• Assist each of the Regional RSMs in achieving their sales targets
• Champion all opportunities to enhance local financial advisors’ BMO ETF product knowledge; represent and promote BMO ETFs and ETF-based products at conferences and forums.
• This role further collaborates with the BMO’s multi-channel sales partners (Retail and Discount channels) to act as the subject matter expert with regard to BMO ETF products.

Relationship Management

• Create and manage advisor relationships within the assigned region to ensure optimum representation of BMO ETF solution set and products.
• Develop a database of qualified financial intermediaries within the region who have the potential to sell BMO ETF products.
• Develop and maintain strong relationships with third party referral sources (i.e. brokers/dealers) to maximize BMO ETF market presence and increase our market share.
• Provide subject matter expertise to the senior sales management team on market conditions and trends to maintain a high level of environmental awareness.
• Ensure a thorough understanding of competitor activities to identify potential opportunities and threats.

Planning & Strategy

• Implement the national sales plan within the geographic sales region including preparation and implementation of an annual territory business plan including promotional budget, to meet annual growth and retention targets.
• Provide strategic direction and business planning for BMO ETF products within the region.
• Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives.
• Communicate regularly with sales management on regional sales strategies, priorities, sales targets, performance standards, marketing plans and accomplishments.

Authorities

• The role has authority to access and utilize all ETF product and Financial information (where applicable)

Cross-functional Relationships:

• Sales & Service – The role has authority to request and apply product knowledge information from other functional areas of BMO Global Asset Management as required in order to serve customers
• Coordinating – This role works with other areas of BMO Financial Group as needed to help generate ETF and other sales, and liaises with external network groups to understand the competitive landscape and other company product offerings, and to improve product offerings

Scope and Impact:

This role has direct impact on the achievement of key LOB objectives.  Key numerical measures are as follows:

• Annual Sales Plan: ETF Products
• Annual Sales Plan: Funds of ETFs.
• Individual and team growth in knowledge of ETF solutions and products

Knowledge:

• Undergraduate University Degree in Business or Finance
• Bilingualism French and English
• Minimum 5 years of brokerage, financial planning or related investment sales experience, including minimum 2 years in a wholesaling or related role

• IQPF or CIM or FCSI or CFA
• In-depth knowledge of investment products and markets, including competitive market and trends
• In-depth knowledge of sales strategies
• Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues

Skills:

• Exceptional sales & customer service orientation skills
• Proven investment sales success
• Exceptional networking, presentation, facilitation and relationship building skills
• Exceptional interpersonal and communication skills
• Sound business planning and organization skills and ability to manage multiple priorities
• Self-motivated and proactive

Working conditions:

• Extensive travel is required
• Extended hours and periodic weekend requirements, based on local market needs of sales workforce
• May be required to work from home office in designated geographic area

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

$84 000,00 - $156 000,00Salaried

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

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 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’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

Capital Markets and Direct Financial Services provides integrated services and products aimed at serving investors as well as corporate and institutional clients globally. The Capital Markets business is a recognized leader in the industry specializing in investment banking advisory services, corporate lending and research. In addition, the Direct Financial Services arm provides alternate services and solutions such  as direct investing, direct banking and unique international payment solutions. Collectively, these lines of business are achieving CIBC’s core purpose: to help make our clients’ ambitions a reality.

The successful applicant will provide Business Management support to Global Markets and Direct Financial Services (GM & DFS). The role will act as a liaison between the businesses (front office) and the rest of the Bank to ensure all business strategies, initiatives, projects, operational issues are addressed and resolved. The role will work and support the Head of GM & DFS.

The incumbent will be the primary individual responsible for Business Management functions across the Global Markets & DFS business. The incumbent will have a number of direct reports that will be responsible for business management support across their respective portfolios. The incumbent will be responsible for working with and supporting the priorities of the Head of Global Markets and DFS.  Business Management liaises with the businesses (front office) and across CIBC to ensure all business strategies & initiatives, projects, and regulatory & compliance issues, are addressed and resolved. This includes ensuring audits are managed and issues resolved, controls are in place and effective, and Polices & Procedures are operational and current.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. 

How You’ll Succeed

• Strategic & Business Planning -Support and contribute to strategic and business planning, supporting GM & DFS Business Managers and Head of GM & DFS; Partner with infrastructure groups to implement/execute strategic and business plans; Project manage new initiatives, including Change Initiative Risk Assessments (CIRAs).

• Product Onboarding and Risk Delegation - Ensure that Risk Delegations and Authorized Products Lists are up-to-date across GM & DFS; Oversight of the Capital Markets Authorized Product Onboarding Process.

• Governance & Compliance - Ensure the completion and accuracy of all GM & DFS Basel Trading Strategies; Ensure the completion and accuracy of all GM & DFS Policy & Procedure documents; Support Supervision and Controls on any compliance, regulatory, or related issues, as requested; Develop and implement improvements to internal procedures and practices. Specifically ensure effective and documented internal controls are in place and evidenced by policies and procedures specific to the individual business activities. Oversee governance and compliance functions/issues on behalf of the GM & DFS business, including - Ensure compliance with Change Initiative Risk Assessments (CIRAs) with respect to new initiatives; Support execution of new contracts and agreements with vendors and partners in collaboration with Corporate Services, Legal, and other internal stakeholders; Accountable to ensure the completion of all GM & DFS governance functions –User System Access, Contract Review, etc.; Oversight of the Business Continuity Management plans and milestones as Accountable Officer for GM & DFS; Support GM & DFS business management team, front office and internal partners in the implementation of new compliance and governance requirements; Management, oversight of audits and related follow-up items including coordinating and responding to auditor/regulator requests, findings and reports; Working with Capital Markets Governance & Control teams to ensure suitable and effective controls are in place and help manage and support the coordination of the deficiency management process across GM & DFS;

• Finance/MIS - Work with business, Business Managers and/or Finance Business Support to develop. Management and Board Presentations; Quarterly Operational Risk Dashboard and analysis; and other presentations.

• Cross-Functional Relationships - Strong interpersonal and communication skills allowing the incumbent to work alongside the business, including Head of GM & DFS, on a day-to-day basis; Establish and maintain effective relationships with partners in CIBC, including, Operations, Finance, Risk Management, Technology, Legal and Compliance and other corporate governance groups as required to help address and resolve day-to-day issues as well as deliver on business initiatives; and Maintain regular dialogue with regional business managers and their teams as required on global initiatives and issues.

• People Management - Provide leadership and effective management of business unit staff to influence employee commitment to the organization, to the team, and to their job; Manage performance by providing fair and accurate formal and informal feedback; Create a positive work environment and be an effective role model by championing CIBC’s mission, vision and values; and Ensure compliance with policies, standards, guidelines and controls by applying the policies and controls fairly and consistently so employees understand what to expect.

• Other Responsibilities: Responsible for oversight of the GM & DFS Executive Assistant employee group and working with Director of GM &DFS Operations to resolve any issues and ensure appropriate structure to support business. Respond to information requirements/requests and manage day-to-day issues across all business areas; and Act on ad hoc requests/projects, as required.

Who You Are

• You possess knowledge of Financial Products (products and processes) with a minimum of 10 years of working experience in the Financial Services industry is an asset;

• You have university degree in Business Management/Accounting Designation. CA, CMA, CGA, or equivalent, is preferred;

• You have strong problem solving, analytical, judgment and change implementation capabilities;

• You have the ability to establish and build healthy working relationships and partnerships with the business, as well as peers, and wide variety of stakeholders (Finance, Middle Office, Risk Management, Technology, etc.);

• You are a strong communicator. Strong oral and written communications skills are required for contacts with all management levels within all areas of the Bank;

• You have the ability to manage deadlines while balancing multiple complex priorities;

• You are well organized. you possess strong organization, planning and time management skills;

• You can demonstrate experience in in MS Word, Excel and PowerPoint; and

• You have knowledge of CIBC’s operating policies, standards and organizational structure.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. 

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Toronto-161 Bay St., 5th

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Effectiveness, Business Growth, Business Objectives, Capital Markets, Communication, Customer Experience (CX), Detail-Oriented, Leadership, People Management

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

The Internal Audit Director – Finance and Treasury Portfolio will focus on co-leading the Finance and Treasury Internal Audit team under the direction of the Audit Senior Director – Finance and Treasury, conducting audits in the areas such as general accounting, regulatory reporting, product control, liquidity management, capital management, and interest rate risk management.  The Internal Audit Director is a leadership position within the US Internal Audit Department responsible for the development and execution of a risk based audit plan that addresses the significant risks relevant to the Finance and Treasury Portfolio.  The Internal Audit Director develops strong relationships with Finance and Treasury business partners to obtain an understanding of the risks facing the organization and stay close to new developments impacting the business.  Additionally, the Internal Audit Director role will be responsible for leading, directing, evaluating, and developing audit professionals to ensure audit activities are conducted to high standards of accuracy, rigor, and credibility and according to regulations and industry standards.  The Internal Audit Director will also assist the Audit Senior Director in mentoring and developing the Finance and Treasury Internal Audit team to ensure team members continue to progress their careers. 

Responsibilities:

• Assist the Audit Senior Director – Finance and Treasury in developing a comprehensive audit plan for the Finance and Treasury Portfolio that addresses key regulatory requirements / expectations and provides a sound third line of defense risk based coverage
• Provide oversight in the execution of the audit plan through the review of detailed project plans that effectively incorporate appropriate risks, scope, staffing requirements, deliverables, timelines, budgets and client availability
• Demonstrate a forward-looking mindset to anticipate what is needed to timely meet objectives and department needs
• Oversee and manage multiple engagements at one time
• Participate in certain committees of the US Region to increase understanding and awareness of current issues and new developments
• Guide department personnel in their careers and provide learning opportunities through coaching and mentoring activities
• Collaborate with team members in Enterprise Internal Audit to ensure a consistent approach to auditing risk and ensure there is a robust exchange of information and ideas
• Provide guidance to the team in all phases of an audit as needed
• Expand the operational audit team’s knowledge of key banking requirements / regulatory expectations in the areas of finance and treasury management
• Prepare or review meaningful, relevant, and well-supported audit reports
• Effectively communicate findings to various levels of management
• Translate broad business strategies and key initiatives within assigned areas into effective, risk sensitive audit plans
• Assist the Audit Senior Director – Finance and Treasury in executing and evolving department strategy and governance
• Set the proper tone and culture for the department
• Contribute to the positive and team-oriented culture by maintaining cooperative relationships (assisting other project teams when necessary), facilitating the resolution of conflicts, sharing information, and accepting and providing feedback
• Work closely with management to promptly resolve any concerns that may arise and build trust. Serve as a business advisor and partner by providing the business unit and senior management with advice related to business issues and controls
• Demonstrate commitment to professional growth by assuming progressively more challenging assignments (in-line with standard audit career progression), proactively seeking relevant education and training opportunities, and expanding professional network
• Represent the Audit Senior Director or Head of Internal Audit – US Region in meetings with Audit Committee/Regulators as needed
• Ensure compliance with IIA Standards

Required Skills & Experience

• Bachelor’s Degree in Accounting, Finance or related field is required
• Professional certification such as Certified Public Accountant (CPA) or Certified Internal Auditor (CIA)
• Experience working in an Internal Audit department at a large US bank focusing on audits of the finance and treasury function
• Strong knowledge of US banking regulations, including Regulation YY
• 12+ years of relevant, progressive experience
• Big 4 or other professional services experience preferred
• Ability to work independently in areas of difficult or complex nature
• Project management skills, including the ability to manage shifting priorities
• Strong analytical, written/verbal communication, interpersonal, and relationship building skills
• High level of expertise in collaboration and communication with internal and external parties
• Exemplify a positive attitude, strong work ethic, team work and professionalism
• Ability to travel (10%)
• Experience with CCAR (Comprehensive Capital Analysis and Review) a plus

What CIBC offers

At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents and empowers teams to do what’s right for the client and to do it well. As part of our team, you will:

• Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and home.
• Connect: Work in a place where the right technology and infrastructure foster innovation, collaboration, and creativity.
• Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training.
• Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits programs, retirement savings, and more.

California residents — your privacy rights regarding your actual or prospective employment 

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

IL-70 W Madison St, 10th Fl

Employment Type

Regular

Weekly Hours

40

Skills

Audit Management, Internal Controls, Operating Effectiveness, People Management, Risk Based Auditing, Risk Management and Mitigation, Strategic Objectives, Technical Leadership

05/30/2024

Address:

320 S Canal Street

Job Family Group:

Audit, Risk & Compliance

The U.S. Consumer business at Bank of Montreal has been transformed with the recent acquisition of Bank of the West. We are now on a multi year journey to modernize and scale the US Consumer business with an aspiration to significantly grow over the next few years. Currently, we offer multiple products including Mortgage, Home Equity, Indirect RV/Marine, Credit Card, Other Direct, Business Banking and Deposits.

We are seeking a Managing Director to join the U.S. Consumer Risk team. This is people leadership position within the 2nd line of defense, which will report into the Head of U.S. Consumer Risk and will be responsible for providing independent risk oversight over the various lines of businesses. The incumbent should be a strategic thinker with sound business acumen and a passion for using advanced data and analytics to make business decisions. This is a fantastic opportunity for someone to continue evolving the risk management framework, 2nd line control and oversight processes and discipline around consumer lending as BMO pivots towards a Category 3 bank in US. The incumbent will work closely with heads of the businesses and staff groups to fulfill the growth vision and ensure adequate controls are in place to meet the risk appetite for the business. This is a highly visible role with substantial interaction with multiple stakeholders including senior management and regulators.

Specific responsibilities include:

• Provides independent risk oversight of the consumer lending businesses in U.S. P&BB, ensuring credit risks are appropriately and prudently managed within the risk tolerance for this business.

• Ensures the quality, performance, and credit risk profile of the U.S. P&BB retail portfolio are monitored and reported to Senior Executive, management committees, and RMC on a timely basis.

• Provides transparency and insight into the bank’s risk appetite to enable the business unit to understand and optimize risk return trade-offs within enterprise risk tolerances, while reinforcing the principle that business units are accountable for all their risks.

• Presents value-added risk context, oversight of credit risk systems, models, scorecards, credit exception underwriting, return on capital risk assessments to support strategic business planning and new product development risk assessment.

• Acts as the risk stripe owner for consumer credit risk in the U.S. and provides the required leadership and strategic direction. Executing within the constraints defined in Corporate Policies and Corporate Standards, approves, and recommends scorecards, approves credit underwriting exceptions for all consumer credit transactions for U.S. P&BB, approves and recommends automated adjudication, and approval of new products or processes related to consumer lending.

• Ensures Bank’s credit risk taking policies, authority structures, procedures and processes are adhered to through direct involvement in credit transaction authorizations and portfolio management processes.

• Directs the development and implementation of proper quantitative reporting and analytic tools and processes across all U.S. Consumer loan portfolios. Leads, synthesizes, and communicates the analysis of data to proactively identify and understand the drivers of portfolio risk, and forecast portfolio performance.

• Works with key executives within ERPM, and the U.S. P&BB Consumer/Wealth Management line of business, to direct the quality, performance, and respective credit risk profile of this significant business segment. Interfaces closely with other consumer credit risk roles within ERPM. Serves as primary point of contact for the line of business in all related product initiatives and discussions pertaining to setting the optimal risk appetite by providing independent risk oversight and ensuring that growth initiatives are optimized for profitability; both risk and return.

• Ensures the documentation and delivery of accurate, concise reporting of levels and trends in material risks, emerging risks, asset quality, Key Risk Indicators (KRIs) and risk limits. Defines Consumer credit risk strategies and ensures credit risk-related operating procedures are consistent across all Consumer portfolios, and in alignment with applicable policies and standards. Leads the deep quantitative analysis of data to proactively identify and understand the drivers of portfolio risk and forecast portfolio performance.

Additional Accountabilities:

• Provides independent oversight on the performance of U.S. Consumer credit risk strategies, monitor trends, and identify risks and opportunities.

• Leads the execution of in-depth statistical analysis of portfolio data to support recommendations to enhance the portfolio risk-return profile. Ensures consistency in analytics and reporting across all consumer products.

• Maintains an understanding of current applicable regulatory requirements for consumer loans, anticipates the impact of regulatory changes to portfolio management activities and monitoring and communicates regulatory issues and requirements to ensure U.S. Consumer Credit function is well equipped to manage credit risk

• Identifies risk and opportunities from current portfolio trends, ensure comprehensive analyses are performed to dimension portfolio risk concerns, as well as identify root cause drivers. Applies understanding of trends to recommend changes in portfolio strategies.

• Establishes and maintains appropriate scorecards, KRI metrics, and portfolio caps in order to effectively manage the risk inherent in the U.S. Consumer portfolio.

• Monitors portfolios in aggregate and within key segments to effectively manage exposure to higher risk borrower segments.

• Serve as an escalation point for the resolution of the most complex issues identified through the Consumer portfolio monitoring process.

• Drives proactive improvements in Risk Appetite processes to improve portfolio financial performance.

• Develops forward looking forecasts of portfolio trends and performance to enable early detection of emerging risks and development of risk mitigation plans.

• Oversees the development and execution of policies and procedures for portfolio monitoring, ensuring policies are aligned with Consumer Lending and Small Business goals and that the strategies and guidelines reflect the risk appetite established by the enterprise.

• Applies expertise in portfolio performance and current economic and regulatory environments to advise changes to underwriting guidelines.

• Offers insights and recommendations to senior risk management to modify or create policies, procedures and any other risk management efforts related to consumer loan portfolios.

• Provides consumer loan portfolio governance and oversight to LOB management regarding the development and execution of LOB strategies. Applies in-depth understanding of portfolio performance and risk drivers to recommend alternatives and direction.

• Approves LOB product and program development through established processes, in accordance with Bank and regulatory standards and requirements. Provides Consumer Risk perspective into marketing efforts and product pricing strategies based on portfolio performance and risk analyses.

• Collaborates with LOB personnel to support the effective introduction and communication of new strategies and products. Serves as a Consumer Risk resource by providing additional information and responding to questions.

• Provides independent, timely, objective credit adjudication decisions on Consumer and Small Commercial transactions within assigned credit limits including policy exceptions.

• Communicates effectively with line employees to ensure rationale and decision is clearly understood.

• Supports line of business in growing a profitable Retail loan portfolio while ensuring that the credit granting provided is within the Bank’s risk tolerance.

• Provides credit expertise in support of credit policy and process initiatives.

• Identifies any potential gaps in the Retail lending process and works with the line of business to resolve.

• Provides leadership and guidance to a team of highly technical Portfolio Risk Management and Consumer Credit personnel within a culture that promotes continuous learning/development opportunities.

• Recruits, leads, manages and develops a diverse team of Portfolio Risk Management and Consumer Credit professionals using effective training, performance assessment and coaching techniques.

• Provides planning, leadership and direction to employees in order to align tasks and assignments with Consumer Risk Management and Bank goals and objectives.

• Applies the Bank's performance management system to subordinates, including establishing goals and objectives, assessing skills and knowledge gaps, allocating resources to achieve objectives and close gaps, and assessing personal effectiveness.

• Models and encourages appropriate high-performance behaviors to ensure behaviors within the team are congruent with BMO’s values and culture.

• Ensures the effective implementation of Bank initiatives and programs through the establishment of appropriate context and setting of direction for direct reports by providing relevant information, establishing goals, and setting limits with the context and prescribed limits of the group head.

Skills and Knowledge:

• MBA or Masters/PhD level quantitative degree (i.e., statistics, mathematics, economics, finance, operations research, engineering, or another related field

• 15+ years of deep Consumer risk and portfolio management experience

• 10+ years of experience of line relationship/transactional credit and consumer underwriting experience

• 10+ years of managing a team of highly analytical, quantitative, and technical resources

• Credit qualified

• Requires a unique combination of Consumer credit granting, BMO lending processes, analytic capabilities, and strong communication skills to oversee the development of policy and automated decision strategies that are optimized to perform within the bank’s approved Risk Appetite and that provides improved financial gain and/or reduces financial loss as well as to communicate any changes to executives across U.S. P&BB

• Advanced knowledge of Consumer Basel and the necessary elements of maintaining regulatory compliance

• Advanced knowledge of credit methodology, risk-return optimization and capital management

• Excellent understanding of linkage between Credit risk strategies and Bank’s financial management

• Expert knowledge of Consumer credit analysis including understanding and application of behavioural scorecards and analytics

• In depth knowledge of complex consumer credit transactions with regard to underwriting, loan structure, documentation, and origination channel

• In depth knowledge of applicable regulatory and Bank policies and procedures related to consumer lending

• Expertise in data analysis systems and data mining tools, such as SAS, SQL, R, Knowledge Seeker

• Ability to manage team who use advanced highly quantitative techniques to access and analyze data from source systems

• Advanced knowledge of Credit Policies and processes

• In-depth knowledge of Risk Management theory, processes, and portfolio management reporting techniques

• Familiarity with government regulations relating to Consumer and Small Business credit activities and Consumer Reporting requirements

• Strong, proven leadership agility and highly developed Consumer portfolio management skills

• Synthesises, integrates, and weighs multiple considerations including logistical, professional, and competitive factors in key consumer risk decisions

• Highly and well developed analytical, quantitative, statistical, and problem-solving skills within a financial institution

• Ability to influence others

• Ability to understand the dynamics and implications of economic cycles in order to manage the Consumer portfolio effectively

• Strategic skillset necessary to forecast portfolio performance, build out function and partner with the line of business

• Expert analytical/systems thinking and conceptual/strategic thinking with the ability to executive upon identified and unidentified needs

Please note the target base salary range for this specific position is  noted as a range from $214,000USD to $240,000 USD

Compensation and Benefits:

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

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 http://jobs.bmo.com/us/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. 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.

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 

If you are interested and qualified for this role, we invite you to apply.

The Director, Mortgage Sales oversees Market development and sales force effectiveness as well as manages functions essential to sales force productivity. These include planning, reporting, quota setting and management, sales process optimization, sales program implementation, sales compensation, as well as recruiting and selection of sales force talent. The Director, Mortgage Sales is responsible for the overall productivity and effectiveness of the Markets in which we lend, creation and launch of a digital and correspondent channel. The Director, Mortgage Sales fosters close working relationships with internal and external stakeholders to ensure the sales organization is efficient with operational success.

Essential Functions/Responsibilities:

• Pursue and execute sales initiatives to exceed key objectives at the direction of the Mortgage President for retail, direct and correspondent sales channels
• Implements and executes a digital mortgage strategy
• Implements and executes a correspondent lending strategy
• Implements and executes sales forecasting, planning, and budgeting processes.
• Provides leadership to the sales organization, and counsel to the Market Leader while implementing sales organization objectives that appropriately reflects business goals.
• Act as liaison and key resource for corporate partners and investors involved in initiatives to advance portfolio growth.
• Partners with other lines of business to facilitate business development and networking opportunities with key businesses in our lending markets, realtors, Chambers, Associations, etc.
• Accountable for the timely assignment of all sales objectives.
• Monitor customer, market and competitor activity and document findings for Sales and Marketing.
• Work cross-functionally to provide a seamless customer experience.
• Partners with marketing to develop a holistic marketing strategy
• Work closely with Leadership to size and define optimal FirstForce structure for a competitive advantage.
• Recruit, hire, train and develop top talent to deliver a “Best in Class” customer experience.
• Analyze sales operational needs and make recommendations to improve operational efficiencies.
• Ensures sales reports and other internal intelligence is visible and communication to the sales organization.
• Provide detailed and accurate sales forecasting.
• Provide leadership and guidance in dealing with obstacles and opposition to change.
• Act as a “Change Agent” to systematically drive and implement process changes throughout the business.
• Create a culture of success and ongoing achievement that Top Talent wants to join.

Minimum Knowledge, Skills,  and Abilities Needed to Perform Essential Functions of the Job:

• Must be NMLS licensed, Master's Degree preferred or equivalent experience preferred.
• Minimum 10 years of sales leadership experience.
• Experience in successfully managing analytically rigorous corporate initiatives.
• Relentless pursuit of sales goals and objectives.
• Passion for Recruiting and Training Mortgage Sales Professionals.
• Strong leadership, critical thinking and collaboration skills required.
• In-depth business or functional expertise as well as knowledge of applicable policies and procedures required.
• Broad working knowledge of banking products and operations required.
• Excellent presentation and interpersonal skills required.
• Experience in strategic planning or a related discipline is required.
• Excellent written and oral communications skills.
• Ability to effectively manage time.
• Independent and highly self-motivated.
• Ability to communicate effectively.
• Strong PC skills including Microsoft Office (Word, Excel, Access, PowerPoint).

Level of Complexity and Scope:

• High level of complexity for a highly regulated line of business

Degree of Independence and Decision-Making:

• High degree of independence and decision-making

Required Supervisory Responsibilities:

• Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. Assist in the development of appropriate talent pool to ensure adequate bench strength and succession planning.

Physical Requirements:

• Significant travel to community and metro markets

Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures.  This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

Mersey and West Lancashire Teaching Hospitals NHS Trust is the Lead Employer for circa 13,000 Doctors and Dentists in training across on a national basis across seven UK regions. We are the largest Lead Employer in the NHS and have more than 13 years of experience in delivering a high quality, highly regarded service. The Lead Employer team is ambitious, pro-active, and passionate about improving the working lives of doctors and dentists in training. We work in collaboration with our NHS Education and Hosts to ensure trainees are fully supported at every step of their career.

Please note, this recruitment process will include an assessment centre.
Assessment Centre date will be Monday 25th March 2024.

As the Assistant Director of HR for Lead Employer, you will ensure the delivery of a customer focussed Lead Employer Service, delivering a strategic, operational business and value-added service. The role will also include leadership of performance management and KPI’s against contractual requirements to ensure the delivery of leading edge, value-added service to stakeholders. You will support the Deputy Director of HR & Governance in the development and delivery MWL’s Lead Employer Service strategy utilising a wide range of innovative techniques to develop capabilities and optimise opportunities for efficiencies for the benefit of service users.

You will be a highly motivated, dynamic and results oriented person who is passionate about excellent service delivery. You will have experience of providing a professional HR services in a commercial, or customer focused environment and have first-hand experience of working with external stakeholders to enable the delivery of an outstanding service. MCIPD registered, you will have a Master’s degree in HR Management or related subject / equivalent experience and a track record of managing innovation and service improvement.

Assessment Centre: Monday 25thMarch



The Secretary of State has approved the partnership between St Helens & Knowsley and Southport & Ormskirk Hospitals.

From 1stJuly we have come together as a single organisation under the name Mersey & West Lancashire Teaching Hospitals NHS Trust.

The Trust delivers acute hospital care, intermediate care, community, and primary care services to a population of over 600,000 people with a combined workforce of around 9000 dedicated and skilled staff from 17 locations including Whiston, Southport & Formby, St Helens, Ormskirk and Newton hospitals.

The Trust provides regional services for burns, plastic surgery and spinal injuries to more than 4 million people across Mersey and West Lancashire, Cheshire, the Isle of Man and North Wales.

Our Vision is to deliver 5 Star Patient Care:
• CARE that is evidence based, high quality and compassionate
• ​​​​​​SAFETY that is of the highest standards
• COMMUNICATION that is open, inclusive and respectful
• SYSTEMS that are efficient, patient centred and reliable
• PATHWAYS that are best practice and embedded, but also respect the individual needs of patients

Our achievements include:
• Trust rated Outstanding by CQC Inspection August 2018
• Top 100 places to work in the NHS (NHS Employers & Health Service Journal)
• Awarded National Preceptorship Accreditation (2023) for our Nursing & AHP Preceptorship Programme

Please see our Wellbeing & Benefits booklet for more information on our staff benefits. Accessible version available upon request.

KEY DUTIES

Service Delivery
• Lead on the development and delivery of MWL Lead Employer Strategy and operational business plan and development to deliver an effective service to stakeholders.
• Ensure the Lead Employer Service has long term strategic plans aligned to national strategies particularly around Doctors in Training & Improving Working Lives agenda as described within the NHS People plan.
• Responsible for the delivery of the Lead Employer Service to stakeholders, providing a leadership style which develops and empowers the Lead Employer team to be involved in the development of services.
• Promote an environment of customer focused service delivery, continuous improvement, and innovation, demonstrating and promoting behavior in accordance with MWL values.
• Provide strategic specialist advice and guidance to stakeholders regarding doctors and dentists in training and public health trainees legislation and best practice.
• Provide strategic long-term planning and short term tactical and implementation support for Lead Employer Service development.
• Ensure that the Lead Employer team apply legislatively compliant, consistent, and best practice
• Proactively influence stakeholders to adopt best practice approaches and apply effective Lead Employer
• Accountable for the delivery of effective stakeholder engagement, working in partnership with the Trusts Assistant Director of Communications where applicable.
• Develop a strategic service to identify and analyse key trends enabling a proactive service to be provided adding real value to the wider NHS economy.
• Engage with key internal and external stakeholders to develop a system wide approach to the Trusts Commercial Services functions which provides opportunities for at scale working and information / intelligence sharing.
• Demonstrate continuous improvement of the Lead Employer Serviced to measure that services remain responsive, relevant and cost effective.
• Provide strategic and professional leadership and complex advice to stakeholders to identify proactive solutions to service issues and highlight any risks arising from decisions related to doctors and dentists in training and public health trainees.
• Provide professional leadership and strategic support to the Lead Employer team managing complex issues, ensuring a quality led, evidence-based approach and identifying opportunities for shared learning.
• To provide senior leadership and participation on specific
• Provide and encourage innovative solutions for stakeholders on all Lead Employer related issues, presenting options for consideration.
• To work alongside external agencies to ensure that the organisation and stakeholders are developing new ideas that are consistent with the national agenda.
• Provide evidence demonstrating the performance and quality of the
• Development of Lead Employer Service policies in conjunction with trade union and staff side representatives to ensure a fair and equitable approach to policy development.
• Promote a positive employee relations climate through effective partnership working with staff side
• Develop business cases for funding required to support the delivery of the Lead Employer Service strategy and seek opportunities for external funding streams as applicable e.g., NHS England or other external funding agencies or authorities.
• Monitor, manage and measure the impact of service development activities providing benefits realisation reports to demonstrate return on investment.
• Optimise the use of E-Systems to improve efficiency, cost effectiveness, stakeholder, and staff
• Lead on the administration of the Lead Employer DAS account, and development of an apprenticeship strategy in collaboration with HEE and host organisations that optimises levy spend.
• Work in collaboration with the regional Deans to commission education and training to support the delivery of the NHS England/ Lead Employer workforce strategy.
• Deputise for the Deputy Director of HR & Governance on Trust HR Directorate/Corporate issues as
• Represent the Trust on the Lead Employer Service matters at internal and external

Service and Business Development
• Ensure the provision of a high quality and efficient Lead Employer Service offer and value proposition to current and potential future stakeholders.
• Development and implementation of a business and marketing strategy for the Lead Employer Service
• Continually refine and improve internal processes to optimise team efficiency and
• Identify and manage business development opportunities, building an in-depth understanding of the market opportunities.
• Lead on the development, agreement and monitoring of Key Performance Indicators and
• Ensure that effective management of SLA’s/ contracts related to the delivery of the Lead Employer
• Liaise and network with a range of stakeholders to ensure the delivery of a current, cost effective and value-added service.
• Ensure high quality reports are presented on all aspects of Lead Employer Service in a timely and accurate manner.
• Support stakeholders to ensure they are legally compliant with employment legislation and are aware of the potential risks and impact of decisions.
• Manage the functions across the Lead Employer Service as outlined above albeit where not directly line managing to be overall accountable for the Lead Employer Service and any third-party related suppliers to ensure seamless service delivery to customers.
• In partnership with Procurement, Finance and HR colleagues lead on the completion of tenders and contract documentation submissions for the Lead Employer Service.

Governance and Compliance
• Responsible for the design, implementation, and delivery of the Governance Framework for the Lead Employer Service.
• Attend Governance meetings to ensure compliance across the Lead Employer Service with governance requirements and best practice.
• Manage staff, systems, processes, and controls to ensure accountability, probity and compliance with external legislation and internal governance.
• Ensure the relevant risk action plans are developed, implemented, and delivered for Lead Employer.
• Ensure paper based and electronic record and filing systems are maintained in accordance with the Trust Information Governance, GDPR and Record Management policies.
• Monitor the Lead Employer Service compliance with GDPR, Data Protection, Freedom of Information, Equality, Diversity, and Inclusion opportunities.
• Ensure that appropriate privacy assessment and robust governance arrangements are in place to
• ensure compliance with e.g., GDPR with regards to any communication/engagement with employees and
• Work with Trust Information Governance and IT specialists to ensure the security of personal data held in internal and external hosted systems using robust monitoring processes.
• Ensure data protection and confidentiality is
• Deputise for the Deputy Director of HR & Governance as required and Chair the Lead Employer Services Local Negotiating Committees at both regional and strategy LNC’s.

Leadership, People Management and Development
• Manage team members ensuring that they have objectives, personal development plans and an annual appraisal including continuous professional development and career development.
• Ensure that all staff in the Lead Employer Service team are managed in accordance with the organisation’s HR strategy, modelling excellent and innovative people management.
• Ensure a talent management strategy, coaching and mentoring programs are in place for the Lead Employer team and delivery is supported.

Recruitment & Selection
• Ensure the provision of a timely, comprehensive and professional recruitment of any staff recruitment for the service.


This advert closes on Tuesday 19 Mar 2024

Proud member of the Disability Confident employer scheme

03/31/2024

Address:

1200 E. Warrenville Road

Job Family Group:

Data Analytics & Reporting

We are seeking a hands-on Associate Director for the Risk Reporting Management (“RRM”) Team without our T&O Risk and Internal Controls (“T&O RIC”) unit.  T&O RIC reinforces the bank’s “1st line of defense” by providing controls and oversight for Technology and Operations in support of all pillars of the bank. T&O RIC is responsible for T&O’s Governance, Risk, Compliance, and Testing (GRCT/1b) operating model and targeted Controls Processing activities, including Reconciliations, Logical Access provisioning and Quality Testing plus risk-related executive reporting. RRM is responsible for providing T&O RIC and T&O with analysis, support, and risk reporting.  This person will lead a small team in RRM that will play a key role in the development of key risk reports for T&O.

This role will be responsible for working with data to build connections, analyze and work with the team to Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. This role is Hands on 70% of the time. The role may also consist of designing dashboards and analyses to be performed, and appropriate visualization and analytics tools to use.  They will work with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools. Also, build various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques.  Other key accountabilities include, but are not limited to:

• Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability. Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights.

• Works with different teams, management, and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization. Translates business needs to technical specifications and evaluates existing data visualization systems to improve them.

• Develops data visualizations of "large" amounts of data that facilitate the intuitive presentation of data to decision makers. Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.

• Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends.

• Broader work or accountabilities may be assigned as needed.

Qualifications:

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

• Seasoned professional with a combination of education, experience and industry knowledge.

Proficiency in the following technologies:

• Power BI.

• Excel

• Power Queries

Advanced level of proficiency:

• Data visualization.

• Data storytelling.

• Data mining.

Compensation and Benefits:

$100,000.00 - $185,500.00

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

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 http://jobs.bmo.com/us/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. 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.

Primary City/State:

Phoenix, Arizona

Department Name:

Facility Finance-Hosp

Work Shift:

Day

Job Category:

Finance

Help change health care; help change the world.  We want to change the lives of those in our care – and the people who choose to take on this challenge. If you’re ready to change lives, we want to hear from you.

Arizona is a year-round destination. Sunny skies and low humidity prevail 300 days a year across the state.  From awesome natural wonders to culinary treats, tribal lands, vibrant cities, world-class resorts, renowned golfing and historic Western towns, there are some truly breathtaking moments to be had in the Grand Canyon State.

Banner Health has been recognized by Becker’s Healthcare as one of the 150 top places to work in health care. In addition, we recently made Newsweek’s list of America’s Greatest Workplaces 2023 for Diversity. These recognitions reflect Banner Health's investment in team members' professional development, wellness benefits, and continued education. It highlights our commitment to advocating for diversity in the workplace, promoting work-life balance, and boosting employee engagement.

This is an onsite position working 40 hours a week at Banner Estrella Medical Center.

Your pay and benefits are important components of your journey at Banner Health. This opportunity includes the option to participate in a variety of health, financial, and security benefits. In addition, this position may be eligible for our Management Incentive Program as part of your Total Rewards package.

Banner Estrella Medical Center is a 317-bed acute care hospital providing a full range of health care services to the fast growing communities of west Phoenix. Opened in 2005, this is an innovative, fully electronic facility that features electronic medical records, computerized physician order entry, digital radiography, sophisticated ICU monitoring and much more. In fact, we've been named one of the "ten most innovative hospitals in the country" by Newsweek Magazine and are recognized by U.S. News and World Report as one of Phoenix's Best Hospitals. The hospital is also designed to provide a soothing, healing atmosphere for both patients and their family members. We encourage the use of such therapies as pet therapy, aromatherapy, spiritual care and Reiki Therapy.

POSITION SUMMARY
This position provides overall direction of the Finance functions for separate operating unit(s) to support the achievement of facility and related entities' financial and strategic objectives.

CORE FUNCTIONS
1. Reports financial performance metrics for assigned facilities.

2. Directs and manages key processes including financial, management and cost reporting and analysis; net revenue modeling; operating and strategic financial planning; annual operating and capital budgeting; decision support and business analysis.

3. Establishes systems to monitor performance and assure all departments are delivering financial goals as committed through the budget. Recommends redistribution of resources when necessary to deliver outcomes.

4. Assures adherence to company financial policies and internal controls, regulatory compliance, and generally accepted accounting principles. Develops and implements financial policies and/or procedures as needed.

5. May direct personnel actions including recruiting, new hire actions, interviewing and selection of new staff, salary determinations, training, and personnel evaluations. Provides on-going financial education opportunities for staff, department managers and administration, as necessary.

6. May leads teams and models behaviors to improve processes, customer satisfaction, and profitability. Works with department managers and other department personnel to identify financial improvement opportunities through monthly budget variance analysis, studying trended data, comparing benchmark information and reviewing productivity data.

7. Provides financial decision support to assigned operating unit(s) and selected service lines by providing program, payer and service profitability reports and operating and capital investment analysis and forecasting.

8. Ensures the achievement of financial goals and performance metrics for operating unit. Primarily supports senior leadership across the operating unit and facility.
 

MINIMUM QUALIFICATIONS

Knowledge and understanding of business and financial healthcare as normally obtained through the completion of a Bachelor’s Degree in Business, Accounting, Finance or other related degree

Requires a proficiency level typically attained with seven or more years experience in healthcare finance. Employees working at Banner Behavioral Health Hospital or the Whole Health Clinic must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment.

Requires ability to prepare detailed operating and financial reports using advanced computer skills. Requires strong interpersonal, leadership and communication/presentation skills.

PREFERRED QUALIFICATIONS

Master of Business Administration or Certified Public Accountant (MBA/CPA) is highly desirable or equivalent work experience with an in-depth knowledge of accounting principles, budgeting, cost accounting and healthcare reimbursement methodologies. Previous management of professional level staff highly preferred.

Additional related education and/or experience preferred.

EOE/Female/Minority/Disability/Veterans

Our organization supports a drug-free work environment.

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