Senior Analyst, Entitlement (6 Month Contract)

CIBC•Toronto, ON

1d•Hybrid

About The Position

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. As a Senior Analyst, you'll play a key role within our operations team, focusing on control reconciliation and tax reclamation processes. You'll conduct daily reviews of entitlement payments, elections, and approvals to ensure event announcements are accurately set up in ADP, and oversee manual entitlement processing. Supporting escalations from Prime Brokerage and other key lines of business, you'll provide thorough and timely investigation and resolution of inquiries. You'll serve as the primary contact for the end-to-end Foreign/ADR tax reclaim process, including making elections to reclaim withholding tax, completing forms for various foreign tax authorities, and monitoring event statuses to ensure all certification forms are submitted and withholding tax is successfully reclaimed. Your responsibilities will also include performing daily, weekly, and monthly reviews of control accounts, participating in both external audit year-end reviews and internal reviews related to control items. Additionally, you'll regularly provide technical guidance and professional advice to junior staff, and may lead projects related to the development and implementation of new or revised policies, procedures, and standards. Please note, for internal candidates this role will be treated as a secondment. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

Strong analytical skills to review operational processes and identify opportunities for efficiency.
Ability to participate proactively in project activities to enhance team performance and drive continuous improvement.
Skills in gathering requirements, designing or modifying processes, and managing implementation.
Ability to collaborate with a wide variety of business partners to organize and lead operational changes.
Understanding of alternate channel processes, systems, and applications.
Excellent verbal and written communication skills to develop relationships with internal and external business partners.
Ability to recommend client-focused solutions to operational challenges.
Ability to represent your area of specialization in project development and implementation.
Ability to provide professional advice and technical guidance to junior staff.
Ability to lead projects related to policy, procedure, and standards development.
Ability to give meaning to data, investigate complex problems, and make sense of information.
Ability to confidently communicate detailed findings in an impactful way.
Passion for people, building trust through respect and authenticity, and connecting with a diverse network of partners.
Keen attention to detail and critical thinking to inform decision-making.
Ability to inspire outcomes by making your voice heard.
Ability to embrace and champion change, continuously evolving thinking and approach.
Values trust, teamwork, and accountability.
Ability to bring your real self to work and live company values.
Analytical Thinking
Business Operations
Customer Service
Operations Management
Operations Support
Prioritization
Process Improvements
Technical Knowledge

Responsibilities

Conduct daily reviews of entitlement payments, elections, and approvals to ensure event announcements are accurately set up in ADP.
Oversee manual entitlement processing.
Support escalations from Prime Brokerage and other key lines of business by providing thorough and timely investigation and resolution of inquiries.
Serve as the primary contact for the end-to-end Foreign/ADR tax reclaim process, including making elections to reclaim withholding tax, completing forms for various foreign tax authorities, and monitoring event statuses to ensure all certification forms are submitted and withholding tax is successfully reclaimed.
Perform daily, weekly, and monthly reviews of control accounts.
Participate in both external audit year-end reviews and internal reviews related to control items.
Provide technical guidance and professional advice to junior staff.
Lead projects related to the development and implementation of new or revised policies, procedures, and standards.