Td Bank Specialized Finance Analyst 

United States, New York, New York 

274949083

New York, New York, United States of America

$80,000 - $103,000 USD

Job Description:

Position Title:Finance Analyst (L9)

Division/Region:TD Securities USA (New York/Canada)

M – F

8:30 – 5:00

Specific Accountabilities Include:

• Oversight of financial reporting close process for NY Branch business units.

• Produce a monthly package for executive reporting including variance commentaries for senior management.

• Assisting with preparation, analysis, and proper documentation of monthly accounting entries (US GAAP vs IFRS differences)

• Assist with the preparation and support of various accounts (including accruals, intercompany reconciliations, compensation)

• Assisting with internal audit and governance requests, including preparation of reconciliations, organizing documents, and responding to inquiries.

• Improve data accuracy, and support data-driven decision-making.

• Adherence with firm's chart of accounts, account reconciliation and attestation policy, including liaising with Operations & Reconciliation Control teams to resolve issues.

• Work collaboratively with Regulatory reporting team, Financial Operations teams to prioritize Regulatory remediation initiatives.

• Support Governance related tasks/mandate and work closely with Compliance and 1B business partners to understand and satisfy requirements, if needed.

• Action opportunities to improve and further automate existing processes and reporting within area of responsibility including the use of tools such as Alteryx.

• Work closely with the manager to build strong data/process governance and key controls and analytics for Regulatory/financial reporting deliveries.

• Support other key departmental projects and initiatives as assigned by manager.

• Maintain and build strong internal controls upon existing procedure documents and processes by updating and performing ongoing review of all information required to support reports; includes information gathering from source systems and working with business partners to source required information and maintenance of up-to-date standard operating procedures.

Specific Requirements / Accreditations:

• Bachelor's degree in accounting (Masters a plus) - CPA or CPA candidate a plus

• 6+ years post-undergraduate experience in public accounting and/or financial services

• Organized, detail oriented and self-motivated individual with strong analytical skills.

• Very good understanding of accounting principles and GAAP (IFRS is a plus)

• Proven analytical skills and sound judgment in a dynamic business environment.

• The ability to translate high volumes of /complex reporting requirements and data into simple, consistent, and sustainable processes.

• Demonstrated data aggregation and reconciliation skills.

• Strong sense of process and data governance and strong attention to detail.

• Demonstrated time management and organizational skills to meet tight deadlines as well as flexibility to adapt to changing priorities.

• Understanding of Wholesale Banking/Capital Markets businesses, products and associated balance sheet and P&L

• Collaborative, team player with ability to work individually.

• Advanced Excel and MS Access skills required and Alteryx skills/knowledge a plus.

• Demonstrates the ability to manage up as well as laterally with business partners.

• Confident communication skills and strong interpersonal skills to facilitate working with business and senior management at all levels.

• Ability to work within deadlines while still providing a high-quality work product.

• Highly motivated individual with a proven track record to deliver results and ability to work independently and as part of a team.

The Specialized Finance Analyst, TDS performs a variety of specialized finance functions in a particular finance area(s) on an entry-level basis.

Depth & Scope:

• Experienced working professional role providing specialized business services, advisory or processes / program support within their own area of speciality

• Requires experienced, conceptual and practical knowledge within their own specialty and knowledge of broader related areas

• Accountable for own work and sometimes others; acts as an escalation point or knowledge resource for others in their own area

• May support projects or workstreams within broader projects with moderate risk or complexity and may be accountable for managing ongoing activities, processes and functional programs

• Works within broad guidelines / policies and independently performs tasks from end to end

• May be responsible for solving moderately complex problems by taking a new perspective on existing solutions

• Exercises judgment based on the analysis of multiple sources of information

• Conveys business context when providing guidance within field of specialty to internal or external stakeholders

• Work performed under minimal management guidance and supervision

• Identifies and leads problem resolution

Education & Experience:

• Undergraduate degree and/or

• 3+ years relevant experience preferred

• Accounting, financial or relevant professional designation preferred

Customer Accountabilities:

• Specializes in particular areas according to established policies and procedures and applicable legal and regulatory guidelines

• Communicates and meets regularly with partners to support and develop an understanding of their business

• Responds to partner requests on a timely basis

• Interacts with internal/external partners, organize meetings/ events or facilitate learning sessions/ presentations for dissemination of information

• Identifies and implements opportunities for improvement to processes, controls, tools, fine tuning forms, tracking, reporting, etc. for the functions supported

• Contributes to regular reports of the Bank's financial condition and/ or assigned regulatory reports (e.g., activities related to the month-end financial closing, which details the Bank's month-to-month financial condition)

• Reviews assigned less complex monthly financial activity and ensure transactions are appropriately recorded in proper accounts

• Researches discrepancies and makes corrections and updates as necessary

• Coordinates and may lead policy related meetings / discussions and address any implementation issues / concerns

• Supports the development, implementation and understanding of training material, reports, presentations and procedures for new policies and/or processes

• Conducts impact assessments on employees when changes in policies/processes are proposed

Shareholder Accountabilities:

• Contributes to various operational activities and processes as assigned

• Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate

• Be knowledgeable of practices and procedures within own area of responsibility and keeps abreast of emerging trends for own functional area

• Protects the interests of the organization – identifies and manages risks, and escalates non-standard, high risk activities as necessary

• Conducts internal and external research projects; support the development / delivery of presentations / communications to management or broader audience

• Conducts reporting and / or 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 assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist

• Acquires and applies expertise in the discipline, provide guidance, assistance and direction to others

• Identifies, recommends and effectively executes standard practices applicable to the discipline

• Adheres to internal policies/procedures and applicable regulatory guidelines

• 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

• May lead work streams by acting as a project lead / subject matter expert for small scale projects / initiatives in accordance with project management methodologies

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

• Supports the team by continuously enhancing knowledge / 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 the success of the team by willingly assisting others in the completion and performance of work activities; provides training and/or guidance as appropriate.

• 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.

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.

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.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.