Senior Financial Analyst, Reporting
Senior Financial Analyst, Reporting
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Job Description
Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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
What youll be doing
As a Senior Financial Analyst Reporting in our Private Wealth line of business you are responsible for the preparation interpretation and approval of reports presenting operating results and other performance information. You will apply comprehensive knowledge and skills to prepare consolidated daily weekly monthly quarterly and annual accounting and financial reports and analysis ensuring appropriate internal controls are in place. You will exercise independent judgement within defined procedures liaising with business heads on accounting information requirements and monitoring business unit performance. In addition you will apply professional analytical skills to interpret changes in accounting standards and develop enhance or implement appropriate changes.
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.
How youll succeed
AUM and Cash Flow Reporting
Update Senior Management on a weekly basis on Firm Cash Flow activity.
Build and provide quarterly detailed AUM/Flow schedules for the business.
Serve as backup support for monthly AUM/Cash Flow reporting to Senior Management/Accounting/Finance.
Work with Marketing to provide information for RFPs surveys client retention and Relationship Manager award submissions.
Formulaic Compensation
Provide critical support on monthly basis for compensation models (both quarterly and annually).
These models are very detailed and require attention to detail and accuracy.
Ad-Hoc Support
Provide strategic business analysis for Senior Management (i.e. Growth Strategies RM/BDP Growth analysis etc.) including building financial models.
Provide analysis regarding revenues/compensation/assets/cash flows/etc.
Responsible for invoice coding/tracking/payment for Mutual Funds Referral Programs (Schwab/Fidelity) and numerous miscellaneous vendors.
Work with vendors and AP on any outstanding invoice/overdue issues.
Work with Finance (FP&A/Accounting) to help answer miscellaneous questions for reporting (i.e. Client Accounts Revenues AUM/Flows etc.).
Who you are
You have a Bachelors degree in accounting finance economics or a similar field.
You have 4 years of related experience in the financial services industry.
You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.
You know that details matter. You notice things that others dont. Your critical thinking skills help to inform your decision-making.
You love to learn. Youre passionate about growing your knowledge. You have a strong sense of curiosity.
You possess advanced Excel skills.
You are a strong communicator. You have excellent interpersonal communication (oral and written) and problem-solving skills including effective engagement with all levels of the organization.
Values matter to you. You bring your real self to work and you live our values - trust teamwork and accountability.
At CIBC we offer a competitive total rewards package. This role has an expected salary range of $100000 - $115000 for the Chicago IL market based on experience qualifications and location of the successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employees 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.
Additional total compensation and benefits details will be provided during the hiring process. Candidates hired to work in other locations will be subject to the pay range associated with that location.
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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
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 - 181 W MadisonEmployment Type
RegularWeekly Hours
40Skills
Analytical Thinking Finance Microsoft Excel Microsoft PowerPoint Microsoft Word Self-Organization (Business) Time ManagementRequired Experience:
Senior IC
Employment Type
Full-Time
