BMO Financial Group
Finance
Director,NationalAccounts
“Director, National Accounts at BMO Financial Group. Skills: Financial Analysis, Credit Analysis, Portfolio Management, Business Development. Manage portfolio of large automotive dealership groups. Manage daily car rental/leasing companies”
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 skills; Problem-solving skills
What They're Looking For.
Must Have
5-7 years of relevant accounting, financial/credit analysis, business/commercial banking and/or corporate finance experience, Undergraduate/Graduate degree in finance, accounting, business administration, and/or economics/commerce, Expertise in risk assessment, Expertise in financial analysis, Expertise in portfolio management, Excellent financial analysis skills, Excellent modeling skills
Nice to Have
CPA/CFA/CBV designation
What You'll Do.
Manage portfolio of large automotive dealership groups
Manage daily car rental/leasing companies
Manage truck dealerships
Monitor portfolio and ensure good standing
Perform underwriting tasks
Analyze financial statements
Perform financial modeling
Write credit submissions
Support new financing opportunities
Maintain exceptional client service environment
Achieve industry leading NPS scores
Provide financial analysis and risk assessment
Provide credit/finance structuring expertise
Collaborate on financial models
Lead working sessions with clients
Prepare written analysis of credit requests
Stay on top of due diligence
Make credit/lending decisions
Perform ongoing monitoring of accounts
Complete annual reviews
Identify potential problem accounts
Support lending proposals and pitches
Consult with internal stakeholders
Consult with external stakeholders
Build long-term relationships
Act as trusted advisor
Coordinate/negotiate terms and conditions
Coordinate loan documentation
Coordinate deal closing
Provide thought leadership
Keep abreast of industry trends
Manage workflow of analysts
Determine deal team priorities
Execute account plans
Work with other team members
Partner with internal stakeholders
Communicate financial and credit trending
Share thought leadership
Share industry knowledge
How You'll Work.
Team & Collaboration
Work closely with Managing Director, National Accounts; Collaborate with clients; Collaborate with internal stakeholders; Collaborate with external stakeholders; Consult regularly with internal stakeholders; Consult regularly with external stakeholders; Assist in coordination/negotiation with internal stakeholders; Assist in coordination/negotiation with external stakeholders; Work with other team members and deal teams; Partner with internal stakeholders; Share thought leadership within the team; Share best practices within the team; Share industry knowledge within the team
Communication Scope
Superior presentation skills; Superior PowerPoint skills; Verbal communication skills; Written communication skills; Clear and concise presentation of information
Process & Methodology
Manage workflow of other analysts, Manage workflow of bank-provided supporting resources, Determine deal team priorities, Determine key account plans, Determine best sequence for execution
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