TD Bank

Senior Finance Analyst

TD Bank$81K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in Finance, Accounting, or Economics.
  • Completed or progressing towards CPA, CFA, or similar financial designations is a plus.
  • Minimum of 5 years in financial and data analysis within an accounting framework.
  • Expertise in Excel; knowledge of Power Query and financial modeling is beneficial.
  • Familiarity with financial reporting tools such as Hyperion SmartView and Oracle BI.

Responsibilities

  • Serve as Finance subject matter expert with a holistic view on the Servicing business.
  • Develop and implement financial models to assess budgetary impact for management decisions.
  • Provide value-added financial analysis and strategic advisory support to business partners.
  • Collaborate with business partners on annual financial planning and forecasting.
  • Lead process excellence in forecasting and planning for business value.
  • Conduct analysis of business trends and present concise insights to Senior Management.
  • Identify financial opportunities and recommend strategic actions to improve decision-making.

Benefits

  • Growth opportunities and skill development support.
  • Encouragement for open discussions about compensation and career advancement.
  • An inclusive work environment fostering leadership within teams.
Full Job Description

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

Finance

Pay Details:

$81,600 - $115,200 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview:

The Canadian Banking Technology Solutions (CBTS) Finance team handles providing financial support, analysis, reporting, guidance and strategic advice and decision support to Global Technology & Solutions (GTS) management as follows:

  • Proactive financial leadership resulting in achievement of GTS business and financial objectives and budget.

  • Develop, manage, and deliver an effective performance management framework to GTS management, focused on key (industry standard) cost drivers and metrics.

  • Deliver financial reporting of results and trends, including operational and strategic advice and recommendations.

  • Develop, implement, and communicate effective processes for expense management.

We are currently looking to fill a vacancy in the Finance team supporting the Servicing Platform/TS unit. Servicing brings together people, technology and funding to create a consistent and connected customer experience across all our distribution channels with interaction occurring after the shopping and buying phase of the customer lifecycle.

Job Accountabilties:

The successful candidate for this position will report to the Senior Finance Manager, Canadian Banking Technology Solutions. Their objective is to provide financial and business analysis and support the Servicing Platform/TS unit. The Senior Financial Analyst must be a driver with strong leadership / communication skills and have experience in leading and delivering value added business analysis, advice, and guidance. Candidates must be committed to professionalism, highly organized, able to see the big picture while paying attention to trivial details.

Key accountabilities for this position include:

  • Serving as a Finance subject matter expert, while demonstrating a holistic viewpoint, on key components of the Servicing business. This will include frequent interaction with the business leaders.

  • Working with senior management and lead in the development / implementation of new financial models, methodologies to support the business in understanding the budgetary impact of their decisions.

  • Providing value-added financial analysis and advisory support to business partners to develop and execute strategic plans and goals or respond to ad hoc requests for business analysis.

  • Working with their business partners to build the annual financial plan and quarterly forecasts for their portfolio.

  • Being a leader in forecasting & planning by further building process excellence and leveraging partners to provide value add to the business.

  • Liaise with senior management and decision support team during the planning process to ensure initiatives are effectively incorporated into the business Annual Plan.    

  • Conducting analysis of forecast results and broader trends to provide a reasonable view of the future of the business with advice to improve decision making.

  • Providing insightful and relevant commentary to Senior Management on business results, forecast and Plan.

  • Developing of monthly and quarterly operating result packages. Conduct progressive analysis on monthly results and provide value add advice, and guidance.

  • Being responsible for identifying financial opportunities, conducting the necessary analysis to develop options and offering well supported recommendations to senior management. This includes strong written and in-person presentation skills.

  • Proactively identifying issues and recommending actions to senior management.

  • Provide leadership and support to the CBTS Finance team, fostering a positive and rewarding work environment

Qualifications/Competencies/Accreditations:
  • Undergraduate degree (Finance/Accounting/Economics preferred).

  • Completed or working towards CPA, CFA or other accounting/financial designations would be an asset.

  • 5 or more years of professional experience centered on financial and data analysis in an accounting framework.

  • Advanced proficiency and experience with Excel. Experience with Power Query and financial modeling would be considered an asset.

  • Proficiency in PowerPoint and financial reporting systems such as Hyperion SmartView, Oracle Business Intelligence (Tableau and Alteryx would be an asset).

  • Strong business acumen and analytical capabilities – ability to consolidate inputs into clear, concise analysis and ultimately business decisions.

  • Strong leadership capabilities to work effectively with senior executives.

  • Ability to lead and manage in a fast paced and ever-changing environment.

  • Proactive self-starter with the ability to see business opportunities warranting further review & analysis.

  • Possesses a mind for continuous process improvement.

  • Organizational awareness and the ability to balance the viewpoints of Finance and the business units.

  • Strong relationship management and advisory skills are required to support business partners and assist them with overcoming challenges.

  • Ability to influence and motivate others, including those who do not have a direct reporting relationship.

  • Ability to negotiate, solve problems and make decisions.

  • Ability to prioritize competing requests and multiple tasks in a deadline driven environment

Work activities include a blend of highly collaborative activities and individual deliverables. Individuals are expected to be onsite 4 days a week. Colleagues may spend more or less days in office as required by the business line. 

Language Requirement (Quebec only):

Sans Objet

About TD Bank

TD Securities offers a range of advisory and capital market services to its clients. The company's range of services includes research, investment banking, capital markets, and global transaction banking. Research consists of commodity and equity research. Investment banking consists of mergers, acquisitions, industry expertise, and credit origination. Global transaction banking consists of trade finance, cash management, and correspondent banking. TD Securities was founded in 1855 and is based in Ontario.

TD Bank Careers

Join the vibrant team at TD Bank, one of North America's leading financial services organizations, where innovation, leadership, and growth go hand in hand. At TD Bank, we are committed to fostering a culture of diversity and inclusion, making it an ideal place for ambitious professionals to thrive. Work You’ll Do At TD Bank, your professional journey is bolstered by a robust support system. From your first interview to every career milestone, you will find opportunities for growth and leadership. Our team is dedicated to helping you develop the skills necessary for success in the ever-evolving financial sector. TD Bank offers a variety of job opportunities across multiple fields, from customer service to investment banking. Each position at TD Bank is a chance to contribute to our culture of innovation and exceptional client service. Internship Programs Kickstart your career with a TD Bank internship. Our programs provide invaluable industry exposure and hands-on experience, making them a perfect starting point for students and recent graduates eager to make their mark in the banking industry. Interns at TD Bank enjoy the unique opportunity to work alongside seasoned professionals, gaining insights that are crucial for future employment. Benefits and Growth TD Bank is deeply committed to the well-being and continuous growth of our team members. We offer competitive benefits packages that cover health, finance, and family care. Our employees enjoy comprehensive health insurance, retirement plans, and generous paid time off, among other perks. Moreover, TD Bank encourages professional development through various training programs, including leadership development and diversity training. These initiatives ensure that our team remains at the forefront of industry standards and best practices. Join Our Team Explore the numerous career paths available at TD Bank and discover how your skills and interests align with our mission. We are actively hiring and continually looking for talented individuals who are passionate about banking and customer service. Networking and Professional Development At TD Bank, we believe in the power of networking and collaboration. Our employees have access to a wide range of networking events, workshops, and seminars that promote career development and professional growth. These platforms not only enhance your professional skills but also expand your industry connections. Stay Connected Keep up to date with the latest at TD Bank Careers by subscribing to our job alert emails. Tailor your subscription to match your career preferences and get the latest news, insider tips, and job opportunities delivered straight to your inbox. Explore job opportunities at TD Bank and be part of a team that values hard work, creativity, and a diverse workplace culture. Your next great career move is just a click away. SEARCH TD BANK JOBS Join us at TD Bank and let your ambition lead you to a rewarding career filled with opportunities to learn, grow, and innovate.
Learn more about TD Bank
Size
90,000 employees
Market Cap
$117.9 billion
Industry
Net Income
-$6.9 million
5 Year Trend
+6.6%

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