What are the responsibilities and job description for the Enterprise Valuation Analyst position at BMO US?
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.
- Develops valuations or valuation reviews and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Independently examines Borrower’s books and records; assesses and verifies the quality of cash flow forecasts and earnings.
- Verifies enterprise valuation policies and standards are accurately applied and adhered to.
- Documents and reports results of enterprise valuation on an individual and summary basis.
- Identifies where corrective actions are required (e.g. new comparables, revised forecasts, valuation discounts, and ) ensures corrective action is taken as necessary.
- Builds effective relationships with internal stakeholders.
- Employs systems (e.g. customized valuation reports, tracking reports etc.) to manage information.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Consults with stakeholders to improve consistency and transparency of risk measurement, metrics and reporting.
- Supports the development and promotion of an ongoing business/group program.
- Executes work to deliver timely and accurate valuations and valuation reviews.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 1 – 3 years of relevant valuation experience and post-secondary degree in Finance, Economics, Business Administration/Management, or Accounting or an equivalent combination of education and experience.
- Knowledge of discounted cash flow, comparable peers, and/or comparable sales/transactions valuations from education and/or business experience.
- Proficient in business writing skills.
- Ability to present analytical and financial results in a clear and concise manner.
Salary:
$44,000.00 - $82,000.00
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/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
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.
Salary : $44,000 - $82,000
