BMO Financial Group
Finance
Director,NationalAccounts
“Director, National Accounts at BMO Financial Group. Skills: financial analysis, financial modeling, credit analysis, portfolio management, risk assessment, underwriting. Managing a portfolio of large automotive dealership groups, daily car rental/leasing companies and truck dealerships. Monitoring the portfolio and ensuring it operates in good standing”
What You'll Achieve.
Achieve industry leading NPS scores for client satisfaction; Grow the portfolio; Grow share of wallet; Achieve overall business targets/objectives
Industry & Context.
Analytical and problem-solving skills – In-Depth; Ability to learn quickly, be proactive and manage priorities
What They're Looking For.
Must Have
5-7 years of relevant accounting, financial/credit analysis, business/commercial banking and/or corporate finance experience, Understanding of financial, capital structuring and/or credit analysis gained through business and/or educational experience, Excellent financial modeling skills – In-Depth, Superior presentation and PowerPoint skills – In-Depth, Verbal & written communication skills – In-Depth, Ability to learn quickly, be proactive and manage priorities – In-Depth, Collaboration & team skills – In-Depth, Analytical and problem-solving skills – In-Depth, Time and resource management – In-Depth, Negotiation/influencing skills – In-Depth
Nice to Have
Holding a professional designation (CPA/CFA/CBV) is an asset
What You'll Do.
Managing a portfolio of large automotive dealership groups
daily car rental/leasing companies and truck dealerships
Monitoring the portfolio and ensuring it operates in good standing
Performing key underwriting tasks including financial statement analysis
Supporting high quality credit/loan submissions for new and existing clients
Growing the portfolio by being involved with pitches for new financing opportunities
Growing share of wallet
Maintaining and promoting an exceptional client service environment and experience
Achieving industry leading NPS scores for client satisfaction
Provides accurate and detailed financial analysis and risk assessment of new and existing customers
Provides credit/finance structuring expertise regarding key credit terms
Collaborates with clients in the development of financial models and other analytical tools
Leads working sessions with clients and internal stakeholders to obtain buy in to finalize financial models
Prepares detailed written analysis of credit requests
Stays on top of required due diligence for each throughout the process
Makes credit/lending decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures
Performs ongoing monitoring and management of assigned portfolio of accounts
Completes annual reviews ahead of expirations
Identifies potential problem accounts for enhanced monitoring
Supports the preparation and delivery of customized lending proposals and pitches to prospective and existing clients
Consults regularly with internal stakeholders and external stakeholders as necessary in completing credit-related requests
Ensures a high-quality client experience
while building long-term relationships
Acts as a trusted advisor to internal and external stakeholders
Assists in coordination/negotiation of terms and conditions
loan documentation and deal closing
Provides thought leadership and keeps abreast of automotive industry trends
Manages the workflow of other analysts and other bank-provided supporting resources
Helps determine deal team priorities & key account plans and best sequence for execution of same
Works with other team members and deal teams in National Accounts across Canada on an as-needed basis
Partners with internal stakeholders for accurate
detailed client information
Remains current on financial and credit trending in the portfolio and communicates the same to Senior Management
Actively shares thought leadership
and/or industry knowledge within the team and business unit
How You'll Work.
Team & Collaboration
Works closely with the Managing Director, National Accounts; Collaborates with clients in the development of financial models; Leads working sessions with clients and internal stakeholders; Consults regularly with internal stakeholders (i. e. Managing Director, Credit Risk Management, Cash Management, Capital Markets, Wealth Management, Loan Operations etc. ) and external stakeholders (prospects/clients and their advisors, accountants & lawyers); Assists in coordination/negotiation of terms and conditions, loan documentation and deal closing with internal and external stakeholders; Works with other team members and deal teams in National Accounts across Canada on an as-needed basis; Partners with internal stakeholders for accurate, detailed client information; Actively shares thought leadership, best practices, and/or industry knowledge within the team and business unit
Communication Scope
verbal & written communication skills – In-Depth; presentation skills; clear and concise manner
Process & Methodology
Manages the workflow of other analysts and other bank-provided supporting resources to efficiently complete transitional tasks within tight timelines, Helps determine deal team priorities & key account plans and best sequence for execution of same, Time and resource management
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