CIBC US · 1 week ago
Senior Director, U.S. Financial Planning & Analysis
Chicago, IL
Full-time
Hybrid
Senior Level, Lead/Staff
$200K/yr - $230K/yr
10+ years expCIBC US is building a relationship-oriented bank for the modern world, seeking talented professionals dedicated to client success. The Senior Director, U.S. Financial Planning & Analysis will oversee financial planning and forecasting, provide strategic advice, and support the bank's decision-making processes.
BankingFinancial 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
Required
You have a Bachelor's degree in finance, accounting, economics, or a related field
You possess 10+ years of progressive finance experience, with significant exposure to corporate financial planning and analysis (FP&A) and reporting
You are an experienced leader managing small teams, with a track record of developing talent
You have exceptional skills in financial modeling, analysis, and data-driven narrative storytelling
You portray strong working knowledge of financial systems and advanced Excel skills; experience with reporting automation tools preferred
You show excellent communication, organizational, and stakeholder management skills
You offer flexible and creative solutions to adapt to changing priorities
Preferred
experience with reporting automation tools
Benefits
Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave and Vacation)
Holidays
401(k)
Banking benefits
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Company
CIBC US
CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2025-07-25
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