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.
We’re always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience.

POSITION OVERVIEW:

Reporting to the Director, Accounting Transformation, Client Data & Reporting, the Senior Business Analyst will join a team dedicated to supporting client data usage and reporting from our Fund Accounting and Administration platform. This position plays a critical role in a large business transformation initiative, focused on implementing new systems and enhancing operational capabilities.
This role requires a self-motivated professional with extensive experience in defining business requirements, has a deep understanding of fund accounting data, and the ability to translate complex client data needs into solutions available through our Fund Accounting and Administration platform. This includes leveraging innovative reporting frameworks that not only meet client needs but also align with our strategic objectives for efficiency and scalability.
This role will be instrumental in guiding our clients through this transition, ensuring that we deliver exceptional service and value to our clients while embracing new technologies and methodologies.

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

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.