Jacob Pinto

Vice President & Head, Enterprise Transformation & CFO, Corporate Revenue @BMO

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2020 — Present

Vice President & Head, Enterprise Transformation & CFO, Corporate Revenue @BMO

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Co-led design and execution of Ambition 2025, BMO’s five-year enterprise strategy, underpinned by strategic initiatives and a redesigned performance management system.• Delivered $2B+ in cost efficiencies and unlocked $4B+ in capital through business exits, M&A synergies, and operating model redesign.• Oversaw financial management and governance for $2B+ in corporate revenue and tech investment, ensuring alignment with enterprise priorities.• Partnered with CEO, Board, and EC on strategic offsites and growth planning across $1T+ in assets and four Operating Groups.• Built and led high-performing teams across finance, strategy, and transformation; advanced succession, engagement, and culture.Positions held: Managing Director and Vice President

EDUCATION

N/A

Ivey Business School at Western University

Master of Business Administration (MBA)

N/A

Ivey Business School at Western University

Honors Business Administration (HBA)

SKILLS

Financial ModelingDivestituresInvestmentsEquitiesCapital MarketsStructured FinanceCapitalFinancial StructuringAsset ManagementDue DiligenceInvestment BankingCorporate FinanceFinancial AdvisoryPortfolio ManagementJoint VenturesCorporate DevelopmentStrategyFinanceFinancial InstitutionsValuationMergers & AcquisitionsNegotiationPrivate Equity

ABOUT JACOB PINTO

I’m a financial services executive with 18+ years of global experience in corporate strategy, capital markets, M&A, treasury, and enterprise transformation. I’ve helped Boards and Executive Committees make high-impact, multi-billion-dollar decisions—unlocking $4B+ in capital and delivering $2B+ in structural efficiencies through strategic and operational leadership.In my current role, I lead enterprise transformation and financial performance across central functions at one of North America’s leading banks. My focus is on aligning strategy with financial and operating models to improve capital allocation, enhance returns, and drive performance at scale.Over my career, I’ve advised on 150+ global transactions totaling $170B+. My expertise spans growth strategy, portfolio optimization, funding, and resilience planning. I bring deep capabilities in financial planning & analysis (FP & A), capital strategy, risk governance, and investor engagement—with a global lens shaped by work across North America, Europe, and Asia-Pacific.As a Board Director at an OSFI-regulated entity, I contribute to governance, regulatory oversight, and long-term value creation. I’m also passionate about developing strong, high-performing teams and leading with clarity and purpose to deliver measurable impact.I welcome the opportunity to connect with professionals who share a commitment to thoughtful leadership, financial discipline, and transformation. Feel free to reach out if you\'d like to connect or explore ways to collaborate.

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Jacob Pinto — Vice President & Head, Enterprise Transformation & CFO, Corporate Revenue at BMO in Toronto, ON, CA | Unifers