TD Bank
Specialized Finance Manager
The FR Y14 M/Q Reporting team within the US Regulatory Reporting team is responsible for preparing, analyzing, and submitting the FR Y14 M and FR Y14Q schedules related to loans to the Federal Reserve Board (FRB). The team ensures that the Bank adheres to these reporting requirements and guidelines by accurately compiling and delivering required information. The team provides support in various projects, collaborates with technology partners to enhance automation, and works with various line of business to resolve issues that arise impacting reporting that is under the US Regulatory Reporting team's mandate. The Specialized Finance Manager provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members in a specialized finance function or discipline. Depth & Scope: Highly seasoned expert professional role requiring substantial knowledge / expertise in a complex field and knowledge of broader related areas Integrates knowledge of the enterprise sub-function's or business line's overarching strategy in developing solutions across multiple functions or operations Accountable for own work and sometimes others; acts as an escalation point or knowledge resource for others in their own area Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes or services Acts as a technical expert / lead integrating cross-function understanding within their own field of specialty; may manage team(s) of related specialists Leads cross-functional teams or projects with significant resource requirements, risk and / or complexity Independently manages end-to-end finance programs Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions Uses sophisticated analytical thought and technical knowledge to exercise judgement and identify solutions Impacts the achievement of sub-function or business line objectives within the area they are accountable for Communicates difficult concepts; converts information to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders Works autonomously as the lead and guides others within area of expertise Education & Experience: Undergraduate degree and/or 7+ years of relevant experience preferred Accounting, financial or relevant professional designation preferred Preferred Qualifications: Proficiency in Excel Detail oriented and strong analytical skills Strong interpersonal and relationship management skills Effective time management, multi-tasking, and organizational skills to meet tight timeframe Flexibility to quickly adapt to changing and ambiguous initiatives or requirements Proficiency in reading and understanding technical regulatory reporting instructions Experience in regulatory reporting for banks, particularly for loan related reporting Strong background in controls and reporting CPA, CIA, or public accounting experience 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 exercise 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 Keeps 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: 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
The FR Y14 M/Q Reporting team within the US Regulatory Reporting team is responsible for preparing, analyzing, and submitting the FR Y14 M and FR Y14Q schedules related to loans to the Federal Reserve Board (FRB). The team ensures that the Bank adheres to these reporting requirements and guidelines by accurately compiling and delivering required information. The team provides support in various projects, collaborates with technology partners to enhance automation, and works with various line of business to resolve issues that arise impacting reporting that is under the US Regulatory Reporting team's mandate. The Specialized Finance Manager provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members in a specialized finance function or discipline. Depth & Scope: Highly seasoned expert professional role requiring substantial knowledge / expertise in a complex field and knowledge of broader related areas Integrates knowledge of the enterprise sub-function's or business line's overarching strategy in developing solutions across multiple functions or operations Accountable for own work and sometimes others; acts as an escalation point or knowledge resource for others in their own area Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes or services Acts as a technical expert / lead integrating cross-function understanding within their own field of specialty; may manage team(s) of related specialists Leads cross-functional teams or projects with significant resource requirements, risk and / or complexity Independently manages end-to-end finance programs Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions Uses sophisticated analytical thought and technical knowledge to exercise judgement and identify solutions Impacts the achievement of sub-function or business line objectives within the area they are accountable for Communicates difficult concepts; converts information to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders Works autonomously as the lead and guides others within area of expertise Education & Experience: Undergraduate degree and/or 7+ years of relevant experience preferred Accounting, financial or relevant professional designation preferred Preferred Qualifications: Proficiency in Excel Detail oriented and strong analytical skills Strong interpersonal and relationship management skills Effective time management, multi-tasking, and organizational skills to meet tight timeframe Flexibility to quickly adapt to changing and ambiguous initiatives or requirements Proficiency in reading and understanding technical regulatory reporting instructions Experience in regulatory reporting for banks, particularly for loan related reporting Strong background in controls and reporting CPA, CIA, or public accounting experience 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 exercise 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 Keeps 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: 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