About this role

As a Senior Financial Consultant, you will be instrumental in delivering accurate and insightful sales, assets under management (AUM), and performance reporting for CIBC Global Asset Management. You will partner with senior leaders to provide analytics, modernize reporting through Power BI and Alteryx, and identify opportunities for automation and process improvement.

What we are looking for

6

Prepare and analyze sales and AUM reporting for mutual funds, ETFs, and alternative investments
Design, build, and maintain Power BI dashboards and KPIs
Automate reporting processes using Alteryx
Partner with business leaders to provide analytical support and translate needs into reporting solutions
Experience with Excel, Power BI, and Alteryx
Degree in Business, Finance, or Accounting with CPA designation

Work authorization

Must be authorized to work without sponsorship.