Sr. Analyst, Financial Planning & Analysis

Hybrid role in Chicago with an expected salary range of $95,000 to $115,000 per year, plus eligible incentive compensation. You’ll support the Financial Planning & Analysis group and help drive consolidated forecasting, reporting, capital planning, and RWA analysis for the US Region, while preparing investor, shareholder, and Board materials.

You’ll also have access to a broad benefits package and wellbeing support, including flexibility through a hybrid arrangement (at least 3 days per week on-site in the Chicago office, with remaining days remote).

What you’ll do

• Contribute to consolidated forecasting, reporting, capital planning, and RWA analysis for the US Region.
• Prepare investor, shareholder, and Board reports, helping shape the financial narrative for internal and external stakeholders.
• Develop monthly and quarterly financial reports, Board reporting, and analyses to support US Region reporting needs.
• Provide clear, insightful analysis that highlights business drivers and communicates the financial story effectively.
• Collaborate with the team to deliver in-depth expense analysis and act as the expense subject matter expert (SME).
• Support quarterly earnings memos and review competitor results to identify industry trends and benchmark performance.
• Monitor ongoing business activities for impacts to planning and forecasting deliverables and communicate changes to the VP, Financial Planning & Analysis, US Region as appropriate.
• Create executive-level presentations summarizing US Region forecasts, delivering targeted financial information and analysis to the CFO, US Region.
• Own selected top-level forecasting activities and build relationships within the global finance team to gather and interpret forecast inputs.
• Handle ad hoc requests from stakeholders, supporting reporting requirements across the US Region, Corporate Treasury, and Risk, with timely and accurate responses.

What you bring

• 5+ years of experience in Financial Planning or Financial Reporting, preferably within the banking industry.
• Strong MS Excel skills, including lookups, pivot tables, and data manipulation, with comfort working with large datasets.
• Ability to build executive-level PowerPoint presentations that clearly communicate financials and business performance.
• Experience with Essbase and business intelligence tools such as Tableau or Power BI (preferred, but not required).
• Solid understanding of banking basics, including a bank’s balance sheet and profit & loss (P&L) statements.
• Self-starter mindset to work independently, prioritize, and manage multiple requests in a fast-paced environment.
• Comfort working under tight deadlines, including occasional weekend work during quarter-end reporting cycles.
• Values aligned to trust, teamwork, and accountability.

Benefits and support

• Eligible to participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component.
• Medical, Dental, Vision
• Health Savings Account
• Life Insurance and Disability
• Other insurance plans
• Paid Time Off including Sick Leave, Parental Leave, and Vacation
• Holidays
• 401(k)
• Competitive salary and additional benefits/programs, including special perks
• Floating vacation days provided when weekend work occurs
• Wellbeing support
• MomentMakers, a social, points-based recognition program
• Purpose Day, a paid day off for growth and development

Technologies

MS Excel, Essbase, Tableau, Power BI, PowerPoint

What you need to know

• CIBC is committed to an inclusive environment and accessible candidate experience. If you need accommodations, contact [email protected].
• You must be legally eligible to work at the location(s) specified above, and where applicable have a valid work or study permit.
• You may be asked to complete an attribute-based assessment and other skills tests (such as simulation, coding, or MS Office).