Senior Financial Consultant, Reporting

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 part of the Finance team supporting the CIBC Global Asset Management business, the Senior Financial Consultant plays a key role in delivering timely, accurate, and insightful sales, assets under management (AUM), and performance reporting for CIBC Global Asset Management. CIBC Global Asset Management (GAM) manages over $200 billion in AUM across a broad suite of investment products, including Mutual Funds, Exchange Traded Funds (ETFs), and Alternative Investments.The CIBC GAM Finance team is responsible for the integrity, consistency, and timeliness of business reporting across the GAM organization. This role contributes to business decision-making by providing meaningful analytics on product, channel and competitor sales/AUM, modernizing reporting to provide senior business leaders with accurate and timely insights, and identifying opportunities for automation and process improvement.

The Senior Financial Consultant is responsible for the preparation, analysis, and enhancement of detailed sales and AUM reporting, dashboards, and other key business metrics across GAM’s investment product lineup.This role acts as a trusted partner to senior management and business leaders across Sales, Product, Finance, Operations, and Strategy, providing business insights, reporting solutions, and analytical support to inform decision-making. The successful candidate brings strong technical expertise in Excel, Power BI, and Alteryx, advanced analytical capability, knowledge of mutual funds and exchange traded funds (ETFs), strong business judgment, and a high degree of attention to detail.

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 1-3 days per week on-site, while other days will be remote.

How you'll succeed

- Reporting and analytics - Prepare and deliver accurate, timely, and consolidated daily, weekly, monthly, quarterly, and annual sales and AUM reporting across mutual funds, ETFs, and alternative investments. Analyze channel, advisor, product, and sales trends to identify risks, opportunities, and key performance drivers.
- Dashboard modernization - Design, build, enhance, and maintain Power BI dashboards and key performance indicator (KPI) reporting that improve visibility into business performance. Transition legacy Excel-based reporting into interactive, self-serve reporting environments that better support stakeholder needs.
- Data management and controls - Source, extract, cleanse, and transform data from multiple systems to support reliable reporting and analysis. Implement and maintain appropriate validation processes and internal controls to ensure data accuracy, completeness, consistency, and alignment with reporting standards.
- Business partnership - Respond to ad hoc reporting and analytical requests from senior leaders and business partners across Sales, Product, Finance, Strategy, and Operations. Translate business needs into practical reporting solutions, actionable insights, and process improvements.
- Process improvement and automation - Use Alteryx and related tools to automate recurring reporting, improve efficiency, and strengthen controls. Identify reporting gaps, recommend enhancements, and support the design, testing, and implementation of new reports, dashboards, and processes.
- Project and stakeholder support - Partner with business users, project managers, developers, vendors, and other stakeholders to gather and document requirements, current and future state processes, use cases, and test plans. Coordinate and support user acceptance testing for reporting enhancements and new solutions.

Who you are

- You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.
- You can demonstrate experience in analytics, business intelligence, management reporting, dashboard development, and data transformation using Excel, Power BI, and Alteryx. It’s an asset if you have experience with sales, AUM, product, and advisor-level reporting in asset management, wealth management, or financial services.
- You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
- You're motivated by collective success. You build strong partnerships across teams and work effectively with leaders, business partners, technology teams, and vendors to deliver high-quality reporting solutions.
- You have a degree in Business, Finance, Accounting, or a related discipline.
- You’re a certified professional . You have current accreditation and good standing in a Certified Professional Accountant (CPA) designation or equivalent professional accounting credential. It’s an asset if you bring additional experience in investment industry reporting standards and data sources.
- You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

#LI-TA

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*, defined benefit pension plan*, an employee share purchase plan, 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 [email protected]
- CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
- 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 test (such as simulation, coding, French proficiency).
- We use artificial intelligence tools during the recruitment process. 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
Toronto-141 Bay, 20th Floor

Employment Type
Regular

Weekly Hours
37.5

Skills
Analytical Thinking, Creativity, Financial Advising, Financial Reporting and Analysis, Process Improvements, Project Support, Regulatory Requirements, Risk Assessments