Work Location :
New York, New York, United States of America
Hours:
40
Line of Business:
TD Securities
Pay Detail:
$110,000 - $130,000 USD
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:
Overview
This position requires someone with excellent analytical and technical skills with the ability to recognize issues and take practical corrective action. Proven skills in handling multiple tasks and working within specified timelines are required. The candidate must possess excellent business acumen and be able to develop positive working relationships with the areas supported.
Position Overview
- Oversee the reporting and analysis for monthly/quarterly operating results, planning & forecasting and productivity reporting.
- Provide/review insightful and relevant commentary to Senior Management on business results, Forecast and Plan that provide a reasonable view of the future for the business to improve decision making. Summarize large amounts of information into meaningful key messages.
- Assist in the development and review of presentation materials intended to communicate business results to Executives.
- Proactively identify business opportunities warranting further review and analysis; identify and assist business in solving any challenges.
- Develop and maintain solid and effective working relationship with Business Partners, Segment Finance, Enterprise Strategy & Decision Support, Project delivery teams and other stakeholders.
- Manage ad hoc requests and participate in special projects/initiatives on behalf of the consolidated Risk Management team.
- Provide thought leadership and recommendations for identifying and implementing process improvements.
- Act as a knowledge leader for each area's finances and performance. Create and deliver ad-hoc analyses, special projects/reports and training as required to aid partner understanding.
Specific Accountabilities Include:
- Perform monthly analysis and reporting of revenue and expenses for the Management Reporting team. This includes preparation of expense packages including power-point decks, designing waterfall charts or graphs as required.
- Investigate variances and assist in timely issue resolution and escalate matters to Managers or the Senior Manager when appropriate.
- Have a good understanding of accounting principles and standards.
- Take a proactive role in the quarterly expense forecasting and annual planning processes.
- Coordinate with various stakeholders and ensure a robust forecast and plan is built up, reviewed and agreed upon with the business.
- Gain thorough knowledge of the systems used for expense reporting and analysis, identify and implement process improvements/automation that will result in increased effectiveness.
Specific Requirements / Accreditations:
- 5+ years of relevant experience
- Accounting designation required (e.g., CPA, CMA.)
- Proven ability to develop and maintain relationships with business partners.
- Strong verbal and written communicator.
- High level of proficiency in Excel, Word, and PowerPoint.
- Understanding of the Bank’s management and financial reporting processes, and knowledge of the Bank’s financial reporting system and latest tools (including Hyperion, Power BI, and Tableau.)
- Demonstrates excellent judgment and professionalism when dealing with various internal partners.
- Proven analytical and problem-solving skills.
- Strong comfort level in presenting to executives.
- Ability to proactively follow up on identified issues and work toward resolution.
- Must be able to think conceptually (“out-of-the-box”) and have a high degree of attention for detail.
- Proficient in time management and demonstrated adaptability when changes are required.
- Must be able to work with minimal supervision in an unstructured and fast-paced environment.
- Assist the team in enhancements on expense automation, report centralization and standardization and other process initiatives.
Customer Accountabilities:
- Specializes in particular areas according to established policies and procedures and applicable legal and regulatory guidelines
- Provides ongoing, proactive, specialized finance advice and counsel to business partners to ensure they are operating efficiently under applicable acco