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TD

Analyst, Finance

TD, New York, New York, us, 10261

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Analyst, Finance

role at

TD .

Work Location:

New York, New York, États-Unis d'Amérique

Hours:

40 per week

Line Of Business:

Valeurs Mobilières TD

Salary:

$120,000 - $140,000 USD

Overview This position requires someone with excellent analytical and technical skills, the ability to recognize issues and take corrective action, and the capacity to handle multiple tasks within specified timelines. The candidate must possess strong business acumen and develop positive working relationships with the areas supported.

Responsibilities

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 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 relationships 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.

Accountabilities

Perform monthly analysis and reporting of revenue and expenses for the Management Reporting team, including preparation of expense packages and PowerPoint decks.

Investigate variances and assist in timely issue resolution, escalating matters to Managers or the Senior Manager when appropriate.

Maintain a good understanding of accounting principles and standards.

Take a proactive role in the quarterly expense forecasting and annual planning processes.

Coordinate with stakeholders to ensure a robust forecast and plan is built, reviewed, and agreed upon with the business.

Upload and automate processes where possible to increase effectiveness.

Requirements / Accreditations

Undergraduate degree.

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 communication skills.

High proficiency in Excel, Word, and PowerPoint.

Understanding of the Bank’s management and financial reporting processes, and knowledge of Hyperion, Power BI, and Tableau.

Excellent judgment and professionalism when dealing with 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.

Conceptual (“out‑of‑the‑box”) thinking and high attention to detail.

Proficient in time management and adaptable to changes.

Work independently in an unstructured, fast‑paced environment.

Assist the team in expense automation, report centralization, and other process initiatives.

Depth & Scope

Expert level professional role requiring in‑depth knowledge / expertise in own domain and working knowledge of related areas.

Act as escalation point or knowledge resource for others in the area.

Apply best practices to implement process, product or service improvements.

Supports projects or workstreams within broader projects with moderate risk or complexity.

Identifies and leads problem resolution for complex issues at all levels.

Education & Experience

Undergraduate degree and/or higher.

5+ years of relevant experience preferred.

Accounting, financial or other relevant professional designation preferred.

Physical Requirements

Domestic Travel – Occasional

International Travel – Never

Performing sedentary work – Continuous

Performing multiple tasks – Continuous

Operating standard office equipment – Continuous

Responding quickly to sounds – Occasional

Sitting – Continuous

Standing – Occasional

Walking – Occasional

Moving safely in confined spaces – Occasional

Lifting/Carrying (under 25 lbs.) – Occasional

Lifting/Carrying (over 25 lbs.) – Never

Squatting – Occasional

Bending – Occasional

Kneeling – Never

Crawling – Never

Climbing – Never

Reaching overhead – Never

Reaching forward – Occasional

Pushing – Never

Pulling – Never

Twisting – Never

Concentrating for long periods of time – Continuous

Applying common sense to deal with problems involving standardized situations – Continuous

Reading, writing and comprehending instructions – Continuous

Adding, subtracting, multiplying and dividing – Continuous

Employment Information

Seniority level:

Mid‑Senior level

Employment type:

Full‑time

Job function:

Finance and Sales

Industries:

Banking

Equal Opportunity Statement TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

Accommodation Statement If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

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