Director - Toronto, Canada - BMO Financial Group

BMO Financial Group

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

100 King Street West Toronto Ontario,M5X 1A- Managing the integration of company's technology & operations

Reviewing infrastructure and strategy of target companies and collecting uptodate intelligence
Assessing controls, compatibility, and synergies
Developing M&A practice knowledge, expertise, and resources

This role requires significant collaboration with cross-functional teams across the enterprise including T&O, procurement, finance, communications, audit, legal and other areas to ensure successful transitions and maximize value from integration.

Strong analytical, project/program management, communication, presentation (incl. PowerPoint), negotiation skills are essential to this role.

Responsibilities
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T&O Infrastructure Evaluation: Assessing technological landscape of companies. Includes understanding systems, software, networks, and hardware to identify potential synergies, redundancies, and compatibility issues.
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Compatibility and Synergy Assessment: Analysis how well the IT systems of the merging entities align. Look for opportunities to leverage shared technologies, streamline operations, and enhance overall efficiency.
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Data Migration Management: Handling transfer of data between companies. Oversight of this process, ensuring sensitive information is securely transferred and that there is no disruption.
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Cross-Functional Collaboration: Work closely with various stakeholders, including T&O teams, finance, legal, and business partners. Advanced communication and collaboration are essential to align technology initiatives with business strategies and objectives.
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Analytical Skills: Strong analytical abilities to assess complex technical environments, identify opportunities and risks, and develop strategic recommendations for technology integration and optimization.
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Project Management: In-depth planning, coordination, and execution. Oversight of programs/projects from inception to completion, ensuring that timelines are met, resources are allocated efficiently, and objectives are achieved.
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Communication and Negotiation: Clear communication is fundamental; must effectively communicate complex technical concepts to non-technical stakeholders and negotiate solutions that balance the needs of all parties involved.
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Process Standardization: The CoE establishes standardized processes, methodologies, and tools for executing M&A transactions across the organization. This ensures consistency, efficiency, and compliance with regulatory requirements throughout the M&A lifecycle.
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Due Diligence: Leads or supports due diligence efforts for potential M&A targets, conducting comprehensive assessments of financial, operational, legal, and technological aspects to evaluate risks and opportunities associated with the transaction.
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Knowledge Management: The CoE maintains a repository of best practices; processes, tools and templates etc.

Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Identifies emerging issues and trends to inform decisionmaking.
Networks with industry contacts to gather competitive insights and best practices.
May consult to or serve on various committees and task forces.
Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Conducts independent analysis and assessment to resolve strategic issues.
Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.
Acts as the primary liaison between the business and Technology & Operations.
Builds effective relationships with internal/external stakeholders.
Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
Monitors and tracks performance, and addresses any issues.
Designs and produces regular and adhoc reports, and dashboards.
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Recommends measures to improve organizational effectiveness.
Tracks metrics and milestones, makes recommendations for resolution and escalates as appropriate when issues arise.
May network with industry contacts to gather and identify competitive insights and best practices.
Execute