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CIBC · 2 months ago

Senior Director, U.S. Financial Planning & Analysis

Chicago, IL

Full-time

Hybrid

Senior Level, Lead/Staff

$200K/yr - $230K/yr

10+ years exp

CIBC is a relationship-oriented bank for the modern world, seeking a Senior Director, U.S. Financial Planning & Analysis to provide insight and analysis across business lines. This role involves overseeing financial planning and forecasting, managing reporting, and acting as a trusted advisor to senior management.

BankingCredit CardsFinancial Services

No H1B

Responsibilities

Oversee financial planning and forecasting for the U.S., managing the annual plan, quarterly forecasts, and long-range financial plans

Set key dates and requirements for the U.S. team in accordance with Central Planning guidelines and U.S. deliverables

Manage and update rolling forecasts to improve agility and responsiveness to changing business conditions

Support monthly and quarterly analysis and reporting, including variance analysis and providing insightful commentary for executives and the U.S. Board. Communicate complex financial concepts clearly

Recommend and champion enhancements to planning, forecasting, and reporting tools and platforms to improve the overall effectiveness and efficiency of the team

Provide analysis for quarterly investor presentation materials and shareholder reports

Act as a trusted advisor to our U.S. Strategy team, providing standard reporting and assisting with ad hoc requests and analysis

Serve as the point of contact for all consolidated management reporting requests from various internal stakeholders including executive management

Continuously evaluate reporting deliverables to ensure accuracy and relevance

Participate in projects, either finance or enterprise-sponsored, as required

Build a high-performance team culture that fosters innovation and creativity

Qualification

Financial PlanningFinancial AnalysisFinancial ModelingData-driven StorytellingAdvanced ExcelStakeholder ManagementCommunication SkillsOrganizational SkillsTeam Leadership