Financial Analyst, Planning

3 weeks ago

Toronto, Canada CIBC Mellon Full time

**Company Information**:
CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.

We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.

**Position Overview**:
**Responsibilities**:

- Prepares and delivers financial reports and statements with varying time lines and reporting requirements including financial plans, forecasts, variance analysis, budgets and management reports.
- Conducts standard and specialized analysis in support of all relevant financial reports, statements and reporting requirements, primarily by using spreadsheet templates, generally accepted review procedures or through customized development of reporting formats and content.
- Keeps a repository of various performance indicators and historical data.
- Lead in collecting and updating all relevant financial data and analytical input to various financial packages distributed internally as well as supporting for annual planning and procedural enhancements (within Finance).
- Implements and maintains management reporting formats, controls and processes, in consideration of internal, regulatory and compliance requirements (i.e. EUC, Shareholders, Board, etc.)
- Work with finance reporting tools and manage excel workbook data transfer where required.

**Qualifications**:
Specific Knowledge & Skills (not preferred or an asset)
- Undergraduate business degree with (or working toward) a professional accounting designation (CA, CGA or CMA ) or MBA. CA preferred.
- 2-3 years of progressive experience in accounting, financial planning, analysis and management /financial reporting
- Exposure to integrated ERP systems; planning and reporting modules; data extraction
- Working Conditions Unique to Job (i.e. Standard Office Environment) - Hybrid

**CIBC Mellon's Values**:
Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards
Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward
Be One Family: Challenge, empower and recognize your colleagues
Take Ownership: Speak up, speak out, and make things better

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