Manager, Financial Planning and Analysis

Quest Oracle Community

Chicago, Northern (IL, KY)

Hybrid

USD 125,000 - 140,000

Full time

6 days ago

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Benefits offered by this job

Medical

Dental

Vision

Health Savings Account

Life Insurance

Disability

Other Insurance Plans

Paid Time Off

Holidays

401(k)

Job summary

CIBC is seeking a highly skilled Finance Manager to join our FP&A team, leading support for Wealth Management and Commercial Banking while collaborating with Controllership, executives and senior stakeholders to drive strategic decisions. This role offers a hybrid work arrangement in Chicago with three days on-site and two remote days.

You will own financial consolidation, planning, forecasting, modeling, and data-driven insight delivery to executives.

Qualifications

Bachelor's degree in Finance, Accounting, Economics, or related field.
7–10 years of financial planning and analysis experience.
Proficiency in financial modeling, Excel, and financial software.
Strong analytical, communication, and stakeholder management skills.
MBA or professional certification (CFA, CPA) is a plus.
Experience in financial services preferred.

Responsibilities

Financial consolidation and board reporting.
Planning and forecasting.
Strategic finance support.
Stakeholder partnership.
Process improvement.
Team contribution.

Skills

Analytical Thinking

Leadership

Financial Modeling

Cross-functional Collaboration

Communication Skills

Attention to Detail

Adaptability

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

MBA or CFA/CPA is a plus

Tools

Excel

Power BI

SAP

Oracle

Microsoft Suite

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

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 and Commercial business segments. You will work closely with internal FP&A colleagues, Controllership, executive management and various senior stakeholders to drive strategic decisions and ensure the financial health and growth of the business.

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

Key Responsibilities

Financial consolidation and board reporting - Lead end-to-end financial consolidation activities across monthly, quarterly, and annual reporting cycles for Commercial Banking and Wealth Management. Prepare and review consolidated financial packages, variance analysis, and management reporting materials for senior leaders and executive audiences.
Planning and forecasting - Support annual budgeting and quarterly forecasting activities by coordinating submissions, reviewing assumptions, and analyzing business drivers, risks, and opportunities. Build and maintain financial models that support forecasting, sensitivity analysis, and decision-making.
Strategic finance support - Partner on business cases, investment analysis, strategic planning initiatives, and ad hoc assessments. Translate complex financial information into clear, concise insights that help stakeholders evaluate trade-offs and opportunities.
Stakeholder partnership - Collaborate with line of business Finance teams, Accounting, Corporate Finance, and Strategy partners to align on reporting standards, governance, assumptions, and timelines. Present financial performance, trends, and key drivers in a way that is accessible to both Finance and non-Finance audiences.
Process improvement - Identify opportunities to streamline consolidation processes, strengthen controls, improve reporting tools, and reduce manual effort. Contribute to a culture of collaboration, accountability, and continuous improvement across FP&A.
Team contribution - Share knowledge and provide guidance to junior team members as needed. Support a high-performing team environment through strong execution, thoughtful partnership, and a commitment to quality.

How You'll Succeed

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 7-10 years of experience in financial planning and analysis, preferably in the financial services industry.
Technical Skills: Proficiency in financial modeling, Excel, and financial software. Expertise in AI is a plus (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: 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 be a senior individual contributor

Who You Are

You give meaning to data. You bring strong analytical and problem-solving skills, and you know how to turn complex financial information into clear, actionable insight for decision-makers.
You know that details matter. You apply a high degree of accuracy, organization, and sound judgment to financial reporting, consolidation, and forecasting activities, especially in a fast-paced environment with competing priorities.
Your influence makes a difference. You're confident communicating with senior stakeholders and presenting financial concepts clearly to executive and non-Finance audiences.
You're motivated by collective success. You build trusted partnerships across teams and work effectively with Finance, Accounting, and Strategy stakeholders to drive alignment and results.
You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.

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 Mailbox.careers-carrieres@cibc.com
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.

Expected End Date

2026-10-30

Job Location

IL-Chicago, 120 S LaSalle St Fl 5

Employment Type

Regular

Weekly Hours

Skills

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

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.