• Recording invoices and managing accounts payable • Monitoring receipts and collections for overdue accounts • Reconciling sales and identifying discrepancies • Verifying vendor invoices and supporting the resolution of inconsistencies • Managing chargebacks and refunds • Validating commission payments • Updating spreadsheets and assisting with financial reports • Providing administrative support to internal departments

• Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects • Advises customers on wealth and investment strategies and products that meet customer’s objectives • Fulfills sales and service activities for the customer in accordance with approved procedures • Identifies and makes referrals to other business groups as needed • May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs • Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided • Provides professional quality sales and service for customer and prospect inquiries, issues and requests • Probes to understand customer needs and advises them through their unique investment needs • Achieves sales targets with a focus on relevant investment products • Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups • Escalates complex or unresolved customer situations to senior managers as required • Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed • Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner • Integrates marketing promotions and programs into customer conversations where appropriate • Maintains the confidentiality of customer and Bank information • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering • Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees • Analyzes issues and determines next steps • Broader work or accountabilities may be assigned as needed • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations

Role Description Eaton’s ES AMER ARS division is currently seeking a Commercial Finance Lead Analyst. This is a fully remote position based in the US. Candidates must currently reside in the United States to be considered. Eaton's finance organization is enhancing its capabilities through advanced processes, technologies, and talent development. Commercial Finance Professionals at Eaton collaborate with Sales & Marketing and Engineering R&D to drive profitable growth by leading revenue planning and product optimization. They focus on budgeting, forecasting, financial planning, assessing financial performance, identifying trends, and providing insights to optimize profitability and ensure compliance with financial regulations. This role involves close collaboration with sales and marketing teams to develop and execute revenue strategies. The expected annual salary range for this role is $97,000 - $143,000 a year. Please note the salary information shown is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. What you’ll do: - Initiate and oversee profitability management projects, analyzing various revenue streams to identify optimization opportunities. - Utilize data to influence cross-functional teams and build consensus. - Collaborate with Operations and Marketing teams leading finance input into SIOP process. - Enable more agile decision-making by using data to provide forward-looking insights to business leaders. - Lead product optimization initiatives through rigorous financial analysis and market research to identify growth and improvement areas. - Perform comprehensive sales and incentives analysis to evaluate the performance and effectiveness of incentive programs. - Provide strategic advice on pricing strategies based on market trends, cost structures, and the competitive landscape. - Direct data review and analysis activities, ensuring the accuracy and integrity of financial information. - Manage the collection and dissemination of key financial data to relevant stakeholders. - Examine deals and contracts to assess their financial implications and offer recommendations for optimal outcomes. Qualifications - Bachelor's degree in Finance, Accounting, or related field from an accredited institution. - Three (3) years of finance experience supporting multinational companies. - Eaton will not consider applicants for employment immigration sponsorship or support for this position. - MBA from an accredited institution (preferred). - Previous experience with contract structuring, developing pricing strategies, and financial modeling (preferred). - Proficient with financial analysis tools and systems (preferred). - Experience leading and developing global teams in a matrixed organization (preferred). Requirements - Skilled in interpreting and presenting complex data for actionable insights. - Ability to explain financial concepts to non-finance stakeholders. - Detail-oriented with high accuracy in financial reporting and analysis. Benefits We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

• Responsible for month-end accounting to strict deadlines. • Review the work of your team pertaining to month end balance sheet reconciliations for Sophos Ireland and Sweden. • Provide analysis for monthly, quarterly, annual variances analysis against Plan and Forecast, investigating and clearly explaining significant cost variances to the EMEA North Financial Accountant. • Take ownership and first review of all balance sheet account reconciliations ensuring completeness, accuracy, and timely monthly submission. • Full use of One Stream for balance sheet reconciliations and quarterly local variance commentary. • Assist in the development of OneStream task manager relating to specific tasks of Sophos Ireland and Sweden. • Preparation of annual statutory reporting requirements. • Lead annual audit of the Irish and Swedish legal entities in conjunction with the members of the team and assist in the preparation of Sophos Limited Statutory accounts. • Oversee all tax compliance activities, including VAT, WHT, indirect and corporate income tax returns, ensuring filing and payment deadlines are met and all tax questionnaires are completed accurately and on time for the Irish and Swedish entities. • Co-ordinate and prepare detailed monthly cash flow forecast and reporting for the Irish and Swedish entities for inclusion in the Group forecast and ensuring corporate treasury policy is followed throughout. • Prepare and review corporation tax pack analysis in line with Group requirements. • Prepare and action the timetable detailing tasks for the monthly activities and manage and monitor the activities to ensure a smooth and timely close. • Ensure accounting and reporting activities are included within a fully documented procedure manual which is continuously updated and maintained. • Ensure compliance to all internal policies and controls (e.g. expenses, travel policy etc), providing review and sign-off. • Work closely with, and foster relationships with global, centralised teams to ensure efficient outputs. • Responsible for the submission of Office for National Statistics data. • Compile the data for the yearly R&D Expenditure Credit and be the main point of contact for any finance queries relating to the submission.