Senior Financial Analyst, PBB Finance

Posted 13 Days Ago
Be an Early Applicant
Toronto, ON, CAN
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Lead financial planning, forecasting, stress testing, reporting, and performance analysis for CIBC Personal & Business Banking. Provide executive decision support by evaluating business results, risks, opportunities, capital metrics, and strategic initiatives. Improve financial reporting processes, controls, data validation, and methodologies while partnering with senior Finance and banking leaders to deliver accurate, actionable insights.
Summary Generated by Built In

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

What you'll be doing


As part of the Finance team supporting CIBC Personal & Business Banking (PBB), you'll play a key role in planning, analyzing, and reporting on the segment’s financial results. As a Senior Financial Analyst, you'll provide meaningful financial insight that supports executive decision-making across the business and finance teams. You'll lead and enhance planning, forecasting, stress testing, and performance reporting processes, while preparing materials and analysis for senior leaders including the Canadian Banking Executive team, Chief Financial Officer, and Executive Committee. You'll assess business performance, identify key drivers, risks, and opportunities, and recommend actions to support strategic objectives. You'll also help strengthen financial intelligence capabilities across the Canadian Banking Chief Financial Officer group by improving methodologies, reporting, and analytical processes.


How you'll succeed

 

  • Planning and forecasting - Lead and support the annual planning process, monthly and quarterly forecasts, and three-year strategic planning activities for Personal & Business Banking. Identify key business drivers, assess risk and return considerations, and help ensure plans align with business goals and incentive structures.
  • Financial analysis and reporting - Analyze monthly and quarterly line of business results and prepare clear, well-structured reporting and presentations for senior executives. Provide insightful commentary on financial performance, trends, risks, and opportunities to support internal communication and executive decision-making.
  • Decision support - Deliver ongoing and ad hoc analysis that helps leaders understand the potential impacts of proposed actions on the business. Provide recommendations grounded in data and sound business judgment, including both short- and long-term implications for the organization.
  • Process improvement and controls - Develop and maintain processes to gather financial information from multiple sources in order to review, manage, and validate allocations to PBB. Strengthen reporting quality, consistency, and efficiency through effective controls, validation, and process enhancements.
  • Performance metrics and business insight - Coordinate reporting and analysis of key performance metrics, including regulatory capital, economic capital, balance sheet measures, market share, and competitive trends. Support data validation and reconciliation activities that improve the reliability and usefulness of business insights.
  • Executive partnership - Work closely with senior leaders and business partners across Finance and the broader bank to support strategic planning, financial methodology changes, and regulatory impacts. Present findings in a professional and concise way that informs decisions at the senior executive level.

Who you are


  • You give meaning to data. You enjoy investigating complex financial results, identifying issues and trends, and translating analysis into meaningful insight for business leaders.
  • You can demonstrate experience in financial planning and analysis, forecasting, financial modelling, scorecards, dashboards, and executive reporting. In addition, you have experience with banking financial statements and the Canadian personal and commercial banking business, including retail and small business lending, deposits, net interest income, fee income, pricing, and balance sheet mix. It’s an asset if you have a strong understanding of regulatory and economic capital metrics, along with knowledge of banking source systems and reporting environments.
  • You know that details matter. You bring strong quantitative, analytical, and problem-solving skills, with a high level of accuracy and care in your work.
  • You’re motivated by collective success. You work well with business and finance partners and can build strong relationships while managing multiple priorities and tight timelines.
  • You have a degree in Business or a quantitative discipline.
  • You’re a certified professional. You have current accreditation and good standing in a Master of Business Administration (MBA), Chartered Financial Analyst (CFA), or Chartered Professional Accountant (CPA) designation. It’s an asset if you bring one or more of these credentials in addition to relevant banking or financial institution experience.
  • You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

#LI-TA

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*, defined benefit pension plan*, an employee share purchase plan, 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]

  • CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

  • 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 test (such as simulation, coding, French proficiency).

  • We use artificial intelligence tools during the recruitment process. 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

Toronto-81 Bay, 26th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Creativity, Financial Advising, Financial Reporting and Analysis, Process Improvements, Project Support, Regulatory Requirements, Risk Assessments

Skills Required

  • Experience in financial planning and analysis, forecasting, financial modeling, scorecards, dashboards, and executive reporting
  • Experience with banking financial statements and Canadian personal and commercial banking, including retail and small business lending, deposits, net interest income, fee income, pricing, and balance sheet mix
  • Strong quantitative, analytical, and problem-solving skills with a high level of accuracy
  • Ability to collaborate with business and Finance partners while managing multiple priorities and tight timelines
  • Degree in Business or a quantitative discipline
  • Current accreditation and good standing in an MBA, CFA, or CPA designation
  • Understanding of regulatory and economic capital metrics
  • Experience with banking source systems and reporting environments
  • Additional MBA, CFA, or CPA credentials alongside relevant banking or financial institution experience
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The Company
HQ: Toronto, Ontario
43,351 Employees

What We Do

CIBC is here to help all our clients reach their goals. We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want. With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals. This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada. La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs. Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez. Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs. Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada

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