Sr. Analyst, Financial Planning & Analysis - Banking / Financial Services
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 Financial Analyst within the Financial Planning & Analysis group, you’ll be a key member of the consolidation team supporting the US Region. In this role, you’ll contribute to consolidated forecasting, reporting, capital planning, and RWA analysis for the US Region. You’ll also play a pivotal role in preparing investor, shareholder, and Board reports, helping to shape the financial narrative for internal and external stakeholders. Your expertise will ensure accurate, insightful analysis that supports strategic decision-making and drives business performance. At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend at least 3 days per week on-site in our Chicago office, while other days will be remote.
Requirements
- Advanced analytical skills.
- Strong knowledge of MS Excel, including lookups, pivot tables, and data manipulation, and comfortable working with large data sets.
- Ability to prepare executive-level PowerPoint presentations that clearly “tell the story” of the financials and business performance.
- Experience with Essbase and business intelligence tools such as Tableau or Power BI (preferred, but not required).
- Solid grasp of banking basics, including a bank’s balance sheet and profit & loss (P&L) statements.
- Self-starter who can work independently, prioritize, and manage multiple requests in a fast-paced environment.
- 5+ years of experience in Financial Planning or Financial Reporting, preferably within the banking industry.
- Comfortable working under tight deadlines and understand that occasional weekend work may be required during quarter-end reporting cycles.
- Bring your real self to work, and live our values - trust, teamwork, and accountability.
- Legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.
Nice To Haves
- Experience with Essbase and business intelligence tools such as Tableau or Power BI.
Responsibilities
- Prepare monthly and quarterly financial reports, Board reports, and analyses to support reporting needs across the US Region.
- Provide insightful analysis that highlights business drivers and effectively communicates the financial story.
- Collaborate with the broader team to deliver in-depth expense analysis and become the expense subject matter expert (SME).
- Assist with the creation of quarterly earnings memos and review competitor results to identify industry trends and benchmark company performance.
- Monitor ongoing business activities for impacts to planning and forecasting deliverables, communicating changes to the VP, Financial Planning & Analysis, US Region as appropriate.
- Prepare executive-level presentations summarizing US Region forecasts, providing targeted financial information and analysis to the CFO, US Region.
- Take ownership of select top-level forecasting activities and develop relationships within the global finance team to gather and interpret forecast inputs.
- Support ad hoc requests from various stakeholders, including senior finance managers, cross border collaboration to support reporting requirements of the US Region, Corporate Treasury, and Risk functions, ensuring timely and accurate responses.
Benefits
- Medical
- Dental
- Vision
- Health Savings Account
- Life Insurance
- Disability
- Other Insurance Plans
- Paid Time Off (including Sick Leave, Parental Leave and Vacation)
- Holidays
- 401(k)
- Floating vacation days are provided when weekend work occurs.
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program.
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
