T&O Senior Data Analyst, Financial Data

Job summary

The Senior Data Analyst will lead requirements gathering and translate business needs into technical specifications for finance and regulatory data initiatives. They will also perform complex data mapping, reconciliation, and quality monitoring to support enterprise finance transformation programs.

Job details

Application Deadline: 11/29/2026 Address: 100 King Street West Job Family Group: Technology We are seeking a highly analytical and technically skilled Senior Data Analyst / Business Analyst to support enterprise finance and regulatory data initiatives. The successful candidate will work closely with Finance, Technology, Data Governance, Regulatory Reporting, and business stakeholders to analyze, document, and transform finance data across multiple source systems. This role is ideal for someone with strong banking and accounting knowledge who can bridge business and technology teams while driving data quality, data lineage, reporting, integration, and finance transformation initiatives. The candidate will play a key role in understanding financial data flows, performing data mapping and reconciliation activities, supporting regulatory and management reporting, and contributing to strategic transformation programs involving General Ledger (GL), finance platforms, and enterprise data assets. Key Responsibilities Business Analysis Lead requirements gathering sessions with Finance, Regulatory, Risk, and Technology stakeholders. Document business requirements, functional specifications, process flows, and data requirements. Perform current-state and future-state analysis. Facilitate workshops and stakeholder discussions. Translate business requirements into actionable technical specifications. Finance Data Analysis Analyze complex finance datasets across source systems, data warehouses, and reporting platforms. Investigate data quality issues and identify root causes. Perform data profiling, reconciliation, and validation activities. Support month-end, quarter-end, and regulatory reporting processes. Develop data quality controls and monitoring processes. Data Mapping & Integration Define source-to-target mappings for finance and GL data. Support data conversion and transformation initiatives. Analyze lineage from upstream operational systems to Finance and Regulatory reporting. Work with development teams to clarify mapping and transformation requirements. Reporting & Analytics Develop data-driven insights and reporting solutions. Create dashboards using Power BI and other analytics platforms. Deliver executive summaries and recommendations to stakeholders. Support KPI definition and performance measurement initiatives. Testing & Delivery Support Create test scenarios and validation criteria. Support UAT, SIT, and production validation activities. Collaborate with QA and project teams to ensure successful delivery. Ensure business requirements are fully traceable through implementation. Required Qualifications Education Bachelor's degree in Business, Finance, Accounting, Computer Science, Information Systems, or a related field Experience 5+ years of experience as a: Data Analyst Business Analyst Business Systems Analyst Finance Data Analyst Experience working within: Banking Financial Services Regulatory Reporting Finance Technology Required Skills Finance Domain Knowledge Strong understanding of financial data structures. Strong understanding of accounting and finance concepts. Knowledge of General Ledger processes and financial reporting. Understanding of data flows within financial institutions. Experience supporting regulatory and operational reporting initiatives. Data & Analysis Advanced SQL skills. Data profiling and reconciliation. Data mapping and source-to-target mapping. Data lineage analysis. Data quality assessment and issue management. Technical Skills Excel (advanced formulas, pivot tables, macros) Power BI Jira and Confluence Analysis & Delivery Requirements gathering and documentation. Process mapping and workflow analysis. Gap analysis and root cause analysis. Stakeholder management and facilitation. Soft Skills Excellent communication skills Stakeholder management Presentation skills Strong problem-solving abilities Ability to work independently in ambiguous environments Preferred Qualifications Banking Finance Technology experience Understanding of Data Governance and Data Management principles Experience with data catalog and lineage tools such as Alation and Manta. Experience with enterprise data platforms such as Netezza, RedShift or AWS Data Platform. SAP S4 knowledge Success Factors Successful candidates will: Improve finance data quality and transparency. Deliver accurate source-to-target mappings. Enable successful regulatory and finance transformation initiatives. Reduce reconciliation and reporting issues. Produce actionable insights from complex finance datasets. Build trusted relationships with Finance and Technology stakeholders. Salary: $70,000.00 - $150,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

What you’ll do

The Senior Data Analyst will lead requirements gathering and translate business needs into technical specifications for finance and regulatory data initiatives. They will also perform complex data mapping, reconciliation, and quality monitoring to support enterprise finance transformation programs.

Requirements

Candidates must possess a bachelor's degree in a relevant field and at least 5 years of experience in data or business analysis within the banking or financial services sector. Strong proficiency in SQL, financial data structures, and regulatory reporting processes is required.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives
• Discretionary bonuses

Listed skills

• Business analysis · Preferred
• SQL · Preferred
• Power BI · Preferred
• Requirements gathering · Preferred
• Stakeholder Management · Preferred
• Process Mapping · Preferred
• Financial Reporting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial data analysis
• Business analysis
• SQL
• Data mapping
• Data lineage
• Regulatory reporting
• General ledger
• Power BI
• Data profiling
• Reconciliation
• Requirements gathering
• Stakeholder management
• Process mapping
• Gap analysis
• Data quality assessment
• Financial reporting
• SQL (Programming Language)
• Data Analysis
• Root Cause Analysis
• Dashboard
• Presentations
• Communication
• Key Performance Indicators (KPIs)
• Operational Reporting
• Data Warehousing
• Milestones (Project Management)
• Problem Solving
• Information Systems
• Workflow Management
• Stakeholder Management
• Business Analysis
• JIRA
• Business Requirements
• Amazon Web Services
• Financial Services
• Data Quality
• Coaching
• Finance
• SAP Applications
• Financial Data
• Data Management
• Safety Assurance
• Atlassian Confluence
• Data Governance
• Computer Science
• Economic Growth
• Requirements Elicitation
• Reporting Processes
• Financial Statements
• Scenario Testing

Job areas

• Data & Analytics
• Finance & Accounting
• Technology
• Software
• Consulting
• Financial Data Analyst
• Financial Analyst (General)
• Financial Analysts
• Financial and Investment Analysts

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