Financial Consultant

Canadian Imperial Bank of Commerce; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Toronto seeks a finance professional for its Global Corporate Banking Finance team. The role involves high-quality reporting, maintaining client reporting databases, and providing analysis support. Candidates should have 3-5 years of relevant experience and knowledge in business intelligence tools like Power BI. The position offers a hybrid work model with a focus on personal growth and diverse benefits.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Purpose Day

Qualifications

• 3-5 years of experience in business segment/client reporting and analysis.
• Understanding of basic accounting principles.
• Familiarity with financial markets and/or Corporate Banking business is an asset.

Responsibilities

• Prepare monthly portfolio and client profitability reporting.
• Manage and maintain client reporting database and dashboards.
• Provide analyses and support on projects and ad-hoc requests.

Skills

Business Intelligence tools

Data visualization tools

Analytical Thinking

Financial Reporting

Communication

Tools

Power BI

Tableau

Alteryx

Job description

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 a member of the Global Corporate Banking Finance team, you will help provide high quality and insightful reporting & advisory support to the business team including client / business segment reporting (e.g. revenue, expense, assets, capital), monitoring and assessing the financial/non-financial performance of the portfolio.

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 1-3 days per week on-site, while other days will be remote.

How you’ll succeed

• Reporting & analysis - Support the preparation of monthly portfolio and client profitability reporting, understand product pricing models and assumptions.
• Automation - Manage and maintain client reporting database and dashboards, and identify and propose process improvements.
• Support with various ad-hoc requests - Provide timely and accurate analyses and support on projects and ad-hoc requests from business and Finance. Stay current on tools and information available to contribute to improving the effectiveness of data analysis and business initiatives.
• Develop and maintain relationships - Interact with Finance and business teams, as well as partner with other infrastructure groups.
• Be proactive and self-disciplined - Try to anticipate challenges and stay committed to deliver quality results in a timely fashion.
• Conceptual and organizational skills - Being able to see the “big picture” in a complex environment and translate your understanding and insights into a workable project plan.

Who you are

• You can demonstrate 3-5 years working experience in business segment / client reporting and analysis development, and proficiency in using business intelligence and data visualization tools (e.g. Power BI, Tableau, Alteryx etc.). You will also have an understanding of basic accounting principles, along with strong financial, analytical, judgmental and conceptual skills. It is an asset if you have familiarity with financial markets and/or Corporate Banking business
• You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.
• You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
• You look beyond the moment. You know what you do will make a difference today and tomorrow. You look for new opportunities to define what's possible.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability

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 [e-mail]

• 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, French proficiency, 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

Toronto-161 Bay St., 9th

Employment Type

Regular

Weekly Hours

37.5

Skills

Accounting, Analytical Thinking, Communication, Financial Reporting and Analysis, Lending Products, Microsoft Power Business Intelligence (BI), Process Improvements, Reporting and Analysis