TD Bank, N.A.
Sr. Specialized Finance Manager (US) - US GAAP Accounting Policy & Advisory
TD Bank, N.A., New York, New York, us, 10261
Description
The Sr. Specialized Finance Manager provides top technical expertise for overall functional area and provides guidance and advisory support to others as needed.
Depth & Scope
Recognized as top level expert within the company and requires significant breadth of expertise in their complex field and knowledge of broader related areas
Senior specialist providing advisory support within area of domain expertise to executives, business segment leaders
Accountable for own work and sometimes others; acts as an escalation point or knowledge resource for others in their own area
Integrates knowledge of the enterprise function’s or business segment’s overarching strategy in leading program design, policy formulation or operating standards within one or more areas of expertise
Anticipates emerging business trends and regulatory/risk issues as a basis for recommending large-scale product, technical, functional or operations improvements
Serves as a source of expert advice to team in field of specialty; may indirectly provide guidance to others
Advises on execution strategy and leads the development and deployment of functional programs or initiatives within their own field or across multiple specialties
Solves unique and ambiguous problems with broad impact; typically oversees standards, controls and operating methods that have significant financial and operational impact within the context of their own field
Requires innovative thinking to develop new solutions
Engages stakeholders to act; serves as a source of expert advice, influences change; frames information in broader context
Provides guidance, makes recommendations and collaborates with business to ensure solutions meets the business needs on projects / programs
Identifies and leads problem resolution for project/program complex related issues at all levels
Education & Experience
Undergraduate degree and/or
10+ years of relevant experience preferred
Accounting, financial or relevant professional designation preferred
Customer Accountabilities
Focuses on comprehensive reviews, specialized analysis, audits and/or initiatives and a variety of complex projects and initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes within own area of expertise
Facilitates integration of several key functional areas and/or business lines in dealing and solving highly complex financial management/ specialized accounting / taxation / audit / regulatory reporting and operational issues
Acts as the primary interface with Finance partners /leaders and external parties
Acts as key contact and expert within area of expertise for the development, design and delivery of effective accounting/ taxation processes, policies, programs and advice
Maintains awareness of changing legal/regulatory requirements and practices within the industry and consults with policy/process owners within Accounting/ Taxation to ensure compliance
Engages, manages and influences internal/external cross-functional partners to develop/deliver integrated solutions
Accountable for the development and delivery of broad enterprise wide accounting/ taxation policies and initiatives, which may have significant regulatory components
Creates business cases and innovative recommendations
Executes on diverse and complex policies, implements and develops activities and tools for businesses. Supports financial strategy and management activities
Shareholder Accountabilities
Adheres to enterprise frameworks or methodologies that relate to activities for our business area
Ensures respective programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities
Consistently exercisse discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations
Conducts internal and external research projects; supports the development/ delivery of presentations / communications to management or broader audience
Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices
Monitors service, productivity and assesses efficiency levels within own function and implements continuous process / performance improvements where opportunities exist
Leads / facilitates and/or implements actions / remediation plans to address performance / risk /governance issues
Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
Employee/Team Accountabilities
Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest
Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participates in personal performance management and development activities, including cross training within own team
Keesp others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships.
Contributes to a fair, positive and equitable environment that supports a diverse workforce
Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
Physical Requirements Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
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
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Additional Information Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation 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.
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 . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
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Depth & Scope
Recognized as top level expert within the company and requires significant breadth of expertise in their complex field and knowledge of broader related areas
Senior specialist providing advisory support within area of domain expertise to executives, business segment leaders
Accountable for own work and sometimes others; acts as an escalation point or knowledge resource for others in their own area
Integrates knowledge of the enterprise function’s or business segment’s overarching strategy in leading program design, policy formulation or operating standards within one or more areas of expertise
Anticipates emerging business trends and regulatory/risk issues as a basis for recommending large-scale product, technical, functional or operations improvements
Serves as a source of expert advice to team in field of specialty; may indirectly provide guidance to others
Advises on execution strategy and leads the development and deployment of functional programs or initiatives within their own field or across multiple specialties
Solves unique and ambiguous problems with broad impact; typically oversees standards, controls and operating methods that have significant financial and operational impact within the context of their own field
Requires innovative thinking to develop new solutions
Engages stakeholders to act; serves as a source of expert advice, influences change; frames information in broader context
Provides guidance, makes recommendations and collaborates with business to ensure solutions meets the business needs on projects / programs
Identifies and leads problem resolution for project/program complex related issues at all levels
Education & Experience
Undergraduate degree and/or
10+ years of relevant experience preferred
Accounting, financial or relevant professional designation preferred
Customer Accountabilities
Focuses on comprehensive reviews, specialized analysis, audits and/or initiatives and a variety of complex projects and initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes within own area of expertise
Facilitates integration of several key functional areas and/or business lines in dealing and solving highly complex financial management/ specialized accounting / taxation / audit / regulatory reporting and operational issues
Acts as the primary interface with Finance partners /leaders and external parties
Acts as key contact and expert within area of expertise for the development, design and delivery of effective accounting/ taxation processes, policies, programs and advice
Maintains awareness of changing legal/regulatory requirements and practices within the industry and consults with policy/process owners within Accounting/ Taxation to ensure compliance
Engages, manages and influences internal/external cross-functional partners to develop/deliver integrated solutions
Accountable for the development and delivery of broad enterprise wide accounting/ taxation policies and initiatives, which may have significant regulatory components
Creates business cases and innovative recommendations
Executes on diverse and complex policies, implements and develops activities and tools for businesses. Supports financial strategy and management activities
Shareholder Accountabilities
Adheres to enterprise frameworks or methodologies that relate to activities for our business area
Ensures respective programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities
Consistently exercisse discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations
Conducts internal and external research projects; supports the development/ delivery of presentations / communications to management or broader audience
Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices
Monitors service, productivity and assesses efficiency levels within own function and implements continuous process / performance improvements where opportunities exist
Leads / facilitates and/or implements actions / remediation plans to address performance / risk /governance issues
Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
Employee/Team Accountabilities
Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest
Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participates in personal performance management and development activities, including cross training within own team
Keesp others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships.
Contributes to a fair, positive and equitable environment that supports a diverse workforce
Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
Physical Requirements Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
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
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Additional Information Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation 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.
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 . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
#J-18808-Ljbffr