Senior Business Analyst, Accounting Transformation, Client Data & Reporting
About the role
Responsibilities Internal Operations Data Support
- Conduct detailed analysis and gather requirements through facilitated discussions with internal business groups to define current state of Fund Accounting data and reporting usage.
- Collaborate with stakeholders to identify opportunities for improvement and define the desired future state.
- Document business processes, workflows, and reporting requirements.
Client Data Support
- Analyze and define existing client data and reporting usage patterns for all Fund Accounting clients.
- Consult with clients on data needs and report access and provide training and support where needed.
Platform Solutions and Insights
- Understand and deliver solutions developed for and by the Fund Accounting and Administration platform.
- Identify opportunities for platform enhancements to improve client experience, data usage and reporting efficiency.
- Participate in user acceptance testing, including tracking and assessing defects, as well as monitoring and reporting testing metrics.
Stakeholder Engagement
- Liaise with internal and external parties to review solution documentation to ensure alignment to business requirements.
- Collaborate with internal teams, including IT and Compliance, to ensure alignment on data governance and reporting standards.
- Maintain a strong understanding of data governance and reporting standards.
Qualifications
- University or College graduate in Business or with equivalent practical experience
- 5-7 years of progressive business analysis experience; knowledge of fund accounting, data analysis and asset servicing
- Strong analytical skills with the ability to interpret complex data sets and present findings clearly.
- Excellent communication and interpersonal skills, with a client-focused mindset
- Ability to build and maintain solid relationships with business and technology partners.
- Ability to work independently and as part of a team
- Proficiency in data analysis tools and reporting software (e.g., Excel, SQL, BI tools)
- Project planning, analytical and problem-solving skills
About CIBC Mellon
CIBC Mellon is dedicated to helping Canadian institutional investors and international institutional investors into Canada service their financial assets throughout the investment lifecycle. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon Corporation (BNY) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon delivers informed investment services for investment funds, pension plans, insurance companies, banks, foundations, endowments, corporations, and global financial institutions whose clients invest in Canada. As at June 30, 2024, CIBC Mellon had more than C$2.8 trillion in assets under custody and/or administration. CIBC Mellon is part of the BNY network, which as at June 30, 2024 had US$49.5 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.
CIBC Mellon is a licensed user of the CIBC trademark and certain BNY trademarks, is the corporate brand of CIBC Mellon Global Securities Services Company Inc and CIBC Mellon Trust Company and may be used as a generic term to refer to either or both companies.
Senior Business Analyst, Accounting Transformation, Client Data & Reporting
About the role
Responsibilities Internal Operations Data Support
- Conduct detailed analysis and gather requirements through facilitated discussions with internal business groups to define current state of Fund Accounting data and reporting usage.
- Collaborate with stakeholders to identify opportunities for improvement and define the desired future state.
- Document business processes, workflows, and reporting requirements.
Client Data Support
- Analyze and define existing client data and reporting usage patterns for all Fund Accounting clients.
- Consult with clients on data needs and report access and provide training and support where needed.
Platform Solutions and Insights
- Understand and deliver solutions developed for and by the Fund Accounting and Administration platform.
- Identify opportunities for platform enhancements to improve client experience, data usage and reporting efficiency.
- Participate in user acceptance testing, including tracking and assessing defects, as well as monitoring and reporting testing metrics.
Stakeholder Engagement
- Liaise with internal and external parties to review solution documentation to ensure alignment to business requirements.
- Collaborate with internal teams, including IT and Compliance, to ensure alignment on data governance and reporting standards.
- Maintain a strong understanding of data governance and reporting standards.
Qualifications
- University or College graduate in Business or with equivalent practical experience
- 5-7 years of progressive business analysis experience; knowledge of fund accounting, data analysis and asset servicing
- Strong analytical skills with the ability to interpret complex data sets and present findings clearly.
- Excellent communication and interpersonal skills, with a client-focused mindset
- Ability to build and maintain solid relationships with business and technology partners.
- Ability to work independently and as part of a team
- Proficiency in data analysis tools and reporting software (e.g., Excel, SQL, BI tools)
- Project planning, analytical and problem-solving skills
About CIBC Mellon
CIBC Mellon is dedicated to helping Canadian institutional investors and international institutional investors into Canada service their financial assets throughout the investment lifecycle. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon Corporation (BNY) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon delivers informed investment services for investment funds, pension plans, insurance companies, banks, foundations, endowments, corporations, and global financial institutions whose clients invest in Canada. As at June 30, 2024, CIBC Mellon had more than C$2.8 trillion in assets under custody and/or administration. CIBC Mellon is part of the BNY network, which as at June 30, 2024 had US$49.5 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.
CIBC Mellon is a licensed user of the CIBC trademark and certain BNY trademarks, is the corporate brand of CIBC Mellon Global Securities Services Company Inc and CIBC Mellon Trust Company and may be used as a generic term to refer to either or both companies.