Sr. Analyst, Financial Planning & Analysis - Banking / Financial Services

CIBC; Chicago (IL); Hybrid; USD 95,000 - 115,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Paid time off

Discretionary bonus

Job summary

CIBC is seeking a Senior Financial Analyst to join the Financial Planning & Analysis team in the US Region. You will contribute to consolidated forecasting, reporting, capital planning, and RWA analysis, shaping financial narratives for internal and external stakeholders.

You will operate in a hybrid setup with at least 3 days on-site in Chicago, while remaining days may be remote. The role emphasizes advanced Excel skills, executive-level presentations, and experience with Essbase and BI tools.

Qualifications

• 5+ years of experience in Financial Planning or Financial Reporting, preferably within the banking industry.
• Strong MS Excel skills (lookups, pivot tables, data manipulation) and ability to work with large data sets.
• Ability to prepare executive-level PowerPoint presentations that clearly tell the financial story.
• Experience with Essbase and BI tools such as Tableau or Power BI.
• Solid understanding of banking fundamentals: balance sheet and P&L.
• Self-starter who can work independently, prioritize, and manage multiple requests in a fast-paced environment.
• Willingness to work in a hybrid model with at least 3 days on-site in Chicago.

Responsibilities

• Reporting & Analysis – Prepare monthly and quarterly financial reports, Board reports, and analyses to support reporting needs across the US Region.
• Forecasting and Planning – Monitor ongoing business activities and prepare executive-level forecasts and presentations.
• Ad Hoc Analysis – Support ad hoc requests from stakeholders and cross-border teams to meet reporting requirements.

Skills

Advanced analytical skills

MS Excel

PowerPoint

Essbase

Tableau

Power BI

Banking fundamentals

FP&A experience

Self-motivation

Communication

Tools

MS Excel

PowerPoint

Essbase

Tableau

Power BI

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 Senior Financial Analyst within the Financial Planning & Analysis group, you’ll be a key member of the consolidation team supporting the US Region. In this role, you’ll contribute to consolidated forecasting, reporting, capital planning, and RWA analysis for the US Region. You’ll also play a pivotal role in preparing investor, shareholder, and Board reports, helping to shape the financial narrative for internal and external stakeholders. Your expertise will ensure accurate, insightful analysis that supports strategic decision-making and drives business performance.

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 at least 3 days per week on‑site in our Chicago office, while other days will be remote.

How you’ll succeed

• Reporting & Analysis – Prepare monthly and quarterly financial reports, Board reports, and analyses to support reporting needs across the US Region. Provide insightful analysis that highlights business drivers and effectively communicates the financial story. Collaborate with the broader team to deliver in-depth expense analysis and become the expense subject matter expert (SME). Assist with the creation of quarterly earnings memos and review competitor results to identify industry trends and benchmark company performance.

• Forecasting and Planning – Monitor ongoing business activities for impacts to planning and forecasting deliverables, communicating changes to the VP, Financial Planning & Analysis, US Region as appropriate. Prepare executive‑level presentations summarizing US Region forecasts, providing targeted financial information and analysis to the CFO, US Region. Take ownership of select top‑level forecasting activities and develop relationships within the global finance team to gather and interpret forecast inputs.

• Ad Hoc Analysis – Support ad hoc requests from various stakeholders, including senior finance managers, cross border collaboration to support reporting requirements of the US Region, Corporate Treasury, and Risk functions, ensuring timely and accurate responses.

Who you are

• You bring advanced analytical skills. You have strong knowledge of MS Excel, including lookups, pivot tables, and data manipulation, and are comfortable working with large data sets.

• You’re a compelling communicator. You can prepare executive‑level PowerPoint presentations that clearly “tell the story” of the financials and business performance.

• You’re adaptable with technical tools. You have experience with Essbase and business intelligence tools such as Tableau or Power BI (preferred, but not required).

• You understand banking fundamentals. You have a solid grasp of banking basics, including a bank’s balance sheet and profit & loss (P&L) statements.

• You’re proactive and independent. You are a self‑starter who can work independently, prioritize, and manage multiple requests in a fast‑paced environment.

• You have relevant experience. You bring 5+ years of experience in Financial Planning or Financial Reporting, preferably within the banking industry.

• You’re flexible and resilient. You are comfortable working under tight deadlines and understand that occasional weekend work may be required during quarter‑end reporting cycles. Floating vacation days are provided when weekend work occurs.

• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $95,000 - $115,000K for the Chicago, IL 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), Holidaysand 401(k), in addition to other special perks reserved for our team members.

This position does not offer visa sponsorship.

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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 [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, 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

Employment Type

Regular

Weekly Hours

40

Skills

Accounting, Analytical Thinking, Communication, Deposit Products, Expense Forecasting, Financial Reporting and Analysis, Lending Products, Market Analysis, Process Improvements