Senior Financial Planner at CIBC managing complex client portfolios and mentoring advisors. Providing financial planning and exceptional service to clients across multiple locations in Canada.
About the role
- Financial Planning and Analysis Analyst supporting strategic decision-making through financial analysis and reporting. Collaborating with various departments to deliver financial insights and support business goals.
Responsibilities
- Collaborate with cross-functional teams (Accounting, Operations, Development, and Corporate Finance) to align on performance metrics, monthly results, forecasts, and risk/opportunity assessments.
- Leverage financial and operational data to create and enhance management reporting for assigned business lines and/or enterprise-level reporting.
- Support the enhancement of monthly financial reporting by integrating operational data to improve enterprise performance visibility.
- Analyze financial and operational trends to identify opportunities and communicate key insights to leadership.
- Assist in developing and maintaining management reports for monthly, quarterly, and annual analysis, including profitability, segment metrics, and capital utilization.
- Support the consolidation and analysis of annual budgets and forecasts.
- Present financial and operational results on a regular and ad hoc basis to stakeholders.
- Contribute to the development of performance dashboards and predictive financial models.
- Perform additional duties and projects as assigned.
Requirements
- Bachelor’s degree in Finance, Accounting, Mathematics, or a related field required
- MBA or CPA strongly preferred
- Minimum of 2 years of relevant experience in financial planning, financial analysis, data mining, or financial modeling
- FP&A, accounting, and/or financial consolidation background preferred
- Experience using financial systems and advanced Excel skills (financial modeling, data management)
- Experience working cross-functionally with stakeholders across multiple business functions
- Healthcare, hospital, ASC, or joint venture industry experience preferred.
Benefits
- Comprehensive health, dental, and vision insurance
- Health Savings Account with an employer contribution
- Life Insurance
- PTO
- 401(k) retirement plan with a company match
- And more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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