Manager, Financial Planning and Analysis

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

About the Role

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

Key Responsibilities

• Financial Analysis and Reporting: Lead the preparation and analysis of financial reports, budgets, forecasts, and variance analyses for the Wealth Management segment.
• Strategic Planning: Collaborate with senior management to develop and implement financial strategies that support the growth and profitability of the Wealth Management business.
• Performance Monitoring: Monitor key performance indicators (KPIs) and provide insights and recommendations to improve financial performance.
• Business Partnering: Act as a financial advisor to the Wealth Management leadership team, offering data-driven insights and guidance on financial matters.
• Efficiency: Identify expense saving opportunities and efficiency improvements within the Wealth Management segment.
• Market Analysis: Monitor market trends and competitive landscape to provide insights that influence business strategies.
• Risk Management: Assess financial risks and develop mitigation strategies to ensure the financial health of the business.
• Team Leadership: Manage and mentor a financial analyst, fostering a culture of continuous improvement and professional development.

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 10 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.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and senior management.
• Attention to Detail: High level of accuracy and attention to detail in financial reporting and analysis.
• Adaptability: Ability to thrive in a fast-paced, dynamic work environment and adapt to changing business needs.
• Leadership: Demonstrated ability to lead and develop a high-performing team.

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $125,000.00 - $140,000.00 for the 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.

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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 [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

Analytical Thinking, Business Leadership, Finance Strategy, Financial Advising, Financial Reporting and Analysis, Leadership, Process Improvements, Project Support, Regulatory Requirements