Job Title: Finance - Financial Analyst - Entry

Work Location: 81 Bay 26th Floor - Hybrid work environment 1 to 2 days/week in office (Wed./Thu.)

Line of Business: Financial Reporting - Performance Reporting & Support

Work Schedule (hours per week, start time): 37.5/hrs per week; 9am-5pm; Monday - Friday. Potential for rotational Sunday shifts - Sunday shifts.

- Potential for OT? yes

Interview Process - 1 MS Teams video call with up to 2 interviewers focusing on transferable skills, attitude and education with some behavioral questions.

Availability to Interview (date & times): Manager will make time to interview ASAP

Reason the role is open? Backfill for maternity leave

WHAT IS THE PROJECT THE CONTRACTOR WILL BE WORKING ON? The Partner Referral Program tracks the movement of clients assets within the bank. Based on those movements, CIBC provides recognition and compensation to the referring advisor.

GROUP INFORMATION : Performance Reporting & Support is a team within CIBC Finance which provides financial and operational performance reports to the Retail Market and Wealth partners. Their mandate is to support Retail Markets and Wealth with strategic, tactical and operational decision-making through the delivery of quality management information, productivity and sales activity, analysis and commission incentive programs. This team oversees individual sales weekly reporting for 20,000 Retail Banking employees.

EVP (Employee Value Proposition) : CIBC provides opportunity for new experiences and is a great place to network.

Daily Job Duties/Activities :

- As a Reporting Analyst, Financial Reporting - Performance Reporting & Support, you will join CIBC’s Finance department to produce performance, recognition and partner referral reports, investigate report discrepancies,



and provide analytical support for various stakeholders.
- You will complete period-end reconciliation processes and required adjustment entries, and report verification. In addition, prepare ad-hoc analysis and reports towards senior management to support timely and adequate decision making. As well, you will verify the accuracy of business partner provided data and ranking results, including, but not limited to investigations to resolve a variety of changing and diverse problems, in order to ensure that regulatory and CIBC reporting policies and procedures are met.
- The successful incumbent will provide individual, team and channel/segment reports for supported lines of businesses, including but not limited to Telephone Banking, Customer Contact centers, Retail Market, Wealth Management, Business Banking and NSL.

Key Accountabilities :

- Produce regular performance and analytical reports for various groups, prepare commentary of observations and analyses to explain month over month and quarter over quarter fluctuations, and produce weekly attestation packages - Review and recommend approval of commission and Partner Referral adjustment submissions. Prepare routine adjustment entries in accordance to reporting and process schedules, and adhere to regulatory guidelines and CIBC Partner Referral Program - Confirm and reconcile report results against information sources, to ensure proper control, reconciliation of systems,



and accuracy
- Utilize technical tools such as Essbase, Tableau, and Oracle to resolve business issues and produce reports with the use of pre-coded Microsoft - Access queries, perform regular entries on the internal spreadsheets and/or database systems and provide analytical support to various internal user-groups
- Assist with the development of new reports, business projects/initiatives, control policies, and testing of new changes to ensure accuracy, completeness, and compliance with regulatory bodies
- Assisting in the development and implementation of validation and attestation processes and procedures to support adequacy of source data and metrics
- Conduct in-depth analyses of the outputs of operational risk management and reporting procedures to assess their effectiveness and identify potential weakness

Open to new grads

Must Haves :

- Strong knowledge of Excel
- Experience with MS Access
- Knowledge of Essbase/SmartView
- 1+ years of related business experience (Preferably in finance, or data analyzing)

Nice to have :

- Smartview experience
- Tableau experience
- Some SAS experience
- Alteryx experience
- Understanding of computer languages - (concepts, algorithms, understanding of how programing works)

Soft Skills :

- Team player who is detail oriented
- Ability to adapt and accept change/ respond quickly to changing priorities
- Analytical and problem solving skills
- Robust communication skills, both written and verbal, and relationship building skills

Job Types : Full-time, Fixed term contract, Freelance Contract length: 6 months

Pay: $20.00-$28.00 per hour

Experience :

- Preferably in finance, or data analyzing: 1 year (required)

Work Location: Hybrid

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