Financial Consultant

Description:

How You’ll Succeed

• Product control activities and ad-hoc requests - Provide timely and accurate analyses for business’s profit and loss, risk and economic revenue reporting and any ad-hoc requests from business and Finance. This would include but not be limited to: applying daily control procedures to ensure accuracy of reporting, obtaining Front Office P&L sign-off, confirming and reconciling closing market positions to ensure Front Office has accurate information for hedging its portfolios, partner with Accounting by producing reconciliations as required; meeting and/or exceeding all documented Service Level Agreements with business partners to ensure service excellence is achieved, maintaining and understanding the various organizational controls and processes as they relate to assigned books to adhere to regulatory requirements, reviewing and verifying that adequate supporting documentation exists to ensure month-end attestation package completeness, coordinating resolution of reporting issues across multiple teams to ensure accurate reporting and effective problem solving, summarizing findings and any recommendations to management in a clear and concise manner, taking preventative action to head off anticipated problems.

• Deliver on key initiatives - Conceive, plan and actively lead assigned project streams or responsibilities, providing SME and BA support, ensuring both internal projects and CIBC wide projects are partnered effectively, and executed upon.

• Automation - Gather business requirements from concerned team members, brainstorm how to best deliver improvements and/or provide recommendations to enhance efficiencies, and capture that through proper documentation. Stay current on tools and information available to contribute to improving the effectiveness of data analysis. Review current processes and proactively recommend enhancements for efficiency gains in order to provide more effective business support.

• Support the launch of new products - Work closely with Treasury Front Office, Technology, Accounting Policy, Treasury Controllership teams, Finance Modernization team and GPO, to support launch of new products and strategies. This would involve developing some understanding of potential economics and mechanics of the new products and strategies, identifying and documenting the implications for hedge accounting, technology and DFE processes, documenting and communicating resulting business requirements, and lead any testing for readiness.

• Develop and maintain relationships - Interact with teams across Finance and Front Office, as well as partner with other infrastructure groups on initiatives.

• Be proactive and self-disciplined - Try to anticipate challenges and stay committed to deliver quality results in a timely fashion.

• Conceptual and organizational approach - Being able to see the “big picture” in a complex environment and translate your understanding and insights into a workable project plan.