PRIYANKA MISHRA
Toronto,Canada
Summary
Senior Finance Leader with 10+ years of experience in banking and financial services specializing in FP&A, forecasting, management reporting, and technology finance. Proven ability to support senior leadership with financial insights, variance analysis, and strategic decision support across complex portfolios. Experienced in partnering with cross functional teams across Technology & Operations (T&O),business units, and finance teams within large financial institutions.
Overview
11
11
years of professional experience
Work History
Senior Manager - Finance
CIBC
Toronto, Canada
04.2024 - Current
- Lead financial performance management for a $150M Risk project portfolio covering 50-60 initiatives across multiple Risk groups, overseeing month-end close, consolidated reporting, and variance analysis.
- Manage financial oversight for an Administered financial portfolio of approximately $220M including monthly reporting, quarterly forecasting, and annual planning cycles.
- Own quarterly and annual forecasting processes, maintaining latest estimates and ensuring alignment with financial targets and strategic priorities.
- Deliver monthly variance analysis against plan and latest estimate with clear explanations of financial drivers for senior leadership.
- Present quarterly executive financial reporting package to Senior Director highlighting trends, spend and forecast across portfolio.
- Partner with cross-functional teams including Technology & Operations (T&O), technology teams, finance groups, and frontline business units to align financial plans and support portfolio governance.
- Monitor aged accruals and expense trends ensuring accuracy of financial reporting and adherence to accounting controls.
- Review financials for new project funding requests and business cases, validating assumptions and supporting funding approval decisions.
- Streamlined the month-end close process by redesigning workflows, improving information flow across teams, and standardizing financial reporting formats.
- Improved international chargeback processes across project portfolios by standardizing cost allocation workflows and strengthening cross-team coordination.
- Implemented an AI-enabled workflow using CIBC's internal AI tools to automate business case approval requests, standardizing approval documentation and reducing manual preparation time by 2-3 hours per month.
Financial Consultant - Technology Finance
CIBC
Toronto, Canada
03.2020 - 03.2024
- Managed month-end close processes, GL reconciliations, and financial reporting for technology portfolios.
- Led forecasting and annual planning cycles using OnePlan and collaborated with senior technology leadership.
- Produced consolidated financial reporting packages and variance analysis for senior stakeholders.
- Partnered with US Technology leadership to support strategic financial planning and operational decision-making.
Financial Analyst - Management Reporting
CIBC
Toronto, Canada
05.2016 - 02.2020
- Delivered monthly management reporting and financial performance analysis for Insurance line of business.
- Redesigned financial models and standardized reporting frameworks improving efficiency and reporting accuracy.
Senior Analyst - Accrual Accounting COE
CIBC
Toronto, Canada
05.2015 - 04.2016
- Managed month-end accrual accounting, reconciliations, and reporting.
- Supported internal and external audit requests and ensured compliance with financial controls.
Education
Chartered Accountant (CA) -
Institute of Chartered Accountants
Bachelor of Commerce -
CPA
Skills
- FP&A and Forecasting
- Variance Analysis
- Financial Modeling
- Business Case Review
- Process Improvement
- Large Dataset Analysis
- Advanced Excel
- Power BI
- Tableau
- Oracle Analytics
- OnePlan
Timeline
Senior Manager - Finance
CIBC
04.2024 - Current
Financial Consultant - Technology Finance
CIBC
03.2020 - 03.2024
Financial Analyst - Management Reporting
CIBC
05.2016 - 02.2020
Senior Analyst - Accrual Accounting COE
CIBC
05.2015 - 04.2016
Chartered Accountant (CA) -
Institute of Chartered Accountants
Bachelor of Commerce -
CPA