Senior Financial Analyst

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.

To learn more about CIBC, please visit CIBC.com

We are seeking a highly skilled and motivated Senior Finance Analyst to join our dynamic team. This role is pivotal in providing financial insights and support for our Wealth Management business segments. You will work closely with senior management and various stakeholders to drive strategic decisions and ensure the financial health and growth of the business.

Key Responsibilities

• Financial Planning and Analysis: Develop and manage financial models to forecast revenues, expenses, and profitability for the Wealth Management business units.
• Budgeting and Forecasting: Coordinate and consolidate annual plans, quarterly forecasts, and long-term financial plans.
• Reporting: Prepare and present detailed financial reports, including variance analysis and key performance indicators (KPIs).
• Business Support: Provide financial guidance and support to business leaders to aid in strategic planning and decision-making.
• Expense Management: Analyze expense structures and identify opportunities for expense optimization and efficiency improvements.
• Market Analysis: Monitor market trends and competitive landscape to provide insights that influence business strategies.
• Compliance: Ensure adherence to financial regulations, internal controls, and company policies.
• Continuous Improvement: Identify and implement process improvements to enhance financial reporting and analysis capabilities.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or relevant professional certification (e.g., CFA, CPA) is a plus.
• Experience: Minimum of 6-8 years of experience in financial planning and analysis, preferably in the financial services industry.
• Technical Skills: Proficiency in financial modeling, Excel, and financial software (e.g., SAP, Oracle, Power BI, Microsoft Suite).
• Analytical Skills: Strong analytical and problem-solving skills with the ability to interpret complex data and provide actionable insights.

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 2-3 days per week on-site, while other days will be remote.

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $95,000 - $115,000 for the Chicago market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

IL-120 S LaSalle St, 5th Fl

Employment Type

Regular

Weekly Hours

40

Skills

Accounting, Analytical Thinking, Communication, Deposit Products, Expense Forecasting, Financial Reporting and Analysis, Lending Products, Market Analysis, Process Improvements