Enterprise Valuation Analyst

Application Deadline :

11 / 14 / 2024

Address : 320 S Canal Street

320 S Canal Street

Job Family Group :

Audit, Risk & Compliance

Derives values for companies using discounted cash flow and relative valuation methods. Analyzes the company’s products / services, financial statements, industry, end markets, and outlook to determine appropriate valuation assumptions.

Documents and reports results and assumptions with supporting rationale to credit officers, auditors, regulators, and other stakeholders.

Conducts independent examinations of commercial customer’s collateral, financial statements, financial records and internal controls to assess credit quality and collateral values that secure loans for an assigned business / group portfolio.

Provides insights on the quality of the credit structure and collateral documentation relative to risk strategies, policies and appetite.

Schedules and coordinates field exam activities with the borrower. Provides regular reporting which summarizes findings, identifies deficiencies and recommends corrective action plans.

• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business / group on implementation of solutions.
• Independently examines Borrower’s books and records; assesses and verifies the quality of accounts receivable, inventory and other assets, in addition to the accuracy of information provided in the loan documentation, aging reports, inventory valuations and balance sheet.
• Verifies policies and standards, as defined by the approved borrowing / monitoring structure, are accurately applied and adhered to.
• Evaluates the Borrower’s accounting process and system controls, data integrity, and managerial control oversight.
• Determines the nature of the collateral and identifies areas of weakness or deterioration; identifies any collateral for which a 3rd party valuation expert should be consulted.
• Establishes the scope of exam and other requirements with Account Managers; schedules and coordinates field work / exam dates and information gathering with the Borrower / prospect.
• Keeps Account Management and stakeholders informed of scheduled exams and apprised of adverse issues identified.
• Documents and reports results of field examination on an individual and summary basis; identifies and recommends action plans for resolving issues.
• Identifies where corrective actions are required (e.g. borrowing base errors, accounting discrepancies, adverse findings with inventory / asset verifications, and unauthorized transactions) and escalates per guidelines;

ensures corrective action is taken as necessary.

• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal / external stakeholders.
• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and / or streamlined reporting.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Consults with stakeholders to improve consistency and transparency of risk measurement, metrics and reporting.
• Identifies business needs, designs / develops tools and training programs; may include delivery of training to audiences.
• Supports the development and promotion of an ongoing business / group program.
• Executes work to deliver timely, accurate, and service.
• Focus may be on a business / group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications :

• Typically between 3 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Specialized knowledge from education and / or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Salary :

$44,000.00 - $82,000.00

Pay Type : Salaried

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 :

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

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.