Sr. Analyst, Financial Planning & Analysis

CIBC • Chicago, IL

1d • Hybrid

About The Position

The Senior Financial Analyst position within the Financial Planning & Analysis group will be a member of the consolidation team. This role supports the US Strategic Business Unit (SBU) consolidated views of forecasting, reporting, capital planning, RWA analysis, as well as SBU investor and shareholder reporting and Board reporting. At CIBC, the work environment is optimal for thriving in the role, offering flexibility to manage work activities within a hybrid work arrangement where at least 3 days per week are spent on-site in the Chicago office, while other days are remote.

Requirements

• Knowledgeable in MS Excel (lookups, pivot tables and data manipulation)
• Ability to prepare executive level PowerPoint presentations to “tell the story” of the financials and the business
• Understanding of banking basics, including a Bank’s balance sheet and P&L
• Self-starter with the ability to work independently
• 5+ years of experience, including Financial Planning or Financial Reporting, preferably in banking industry
• Ability to prioritize and manage multiple requests, frequently working under tight time constraints
• Comfortable with occasional weekend work during quarter end reporting cycles

Nice To Haves

• Essbase experience with business intelligence tools such as Tableau, or Power BI

Responsibilities

• Preparation of the quarterly SBU financial reports, Board reports and analyses for Investor relations
• Provide insightful analysis that identifies the business drivers during the quarter and “tells the story” of the financials
• Collaborate with the broader team to produce in-depth analysis of expenses.
• Become the expense SME of the team
• Assist with creation of quarterly earnings memo
• Review competitor results to identify industry trends and benchmark company performance
• Monitor on-going business activities for considerations that could result in potential impact to planning & forecasting deliverables, and where applicable communicate these changes to the VP, Financial Planning & Analysis, US Region
• Prepare executive level presentations summarizing SBU forecasts with targeted financial information, interpretation and analysis to the CFO, US Region
• Own certain top of the house forecasting activities
• Develop relationships within the global finance team to gather and understand inputs into the forecast.
• Assist in ad hoc requests from various stakeholders including but not limited to senior finance managers, Investor Relations, Corporate Treasury, Risk functions, etc.

Benefits

• Competitive total rewards package
• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• 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)
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees