Mount Laurel, New Jersey, United States of America
68,640.00 - 102,960.00 USD
Job Description:
- Subject Matter Expert (SME) business partnerknowledge/professionalrole requiring in-depth knowledge/expertise in own domain/field of specialty and working knowledge of broader related areas
- Researches and investigates a range of financial accounting/audit operational and/or reporting issues
- Requires specialized and/or advanced technical/finance knowledge for own area
- May need to coordinate/integrate work with other areas as needed
- Nature and complexity of work supports generally medium to longer term focus
- Performs advanced analysis or specialized work that requires good understanding of financial accounting or related operational policies and procedures
- Integrates the broader organizational context into advice and solutions within own area
- Understands the industry, competition and the factors that differentiate the organization
- Applies best practices to implement process, product or service improvements
- Acts as a subject matter expert within their own area of specialty or a resource for others
- Contributes to setting standards within area of expertise
- Solves complex problems requiring analysis of multiple variables, including consultation with multiple stakeholders
- Impacts a range of functional programs and operations across own and related teams
- Interprets guidelines, standards, policies and results of analysis to inform decision making at senior levels
- Builds stakeholder alignment in leading projects and activities; may provide process and subject matter advice at senior levels
- Works independently as the senior technical lead and guides others within area of expertise
Education & Experience:
- Undergraduate degree
- 5+ years of relevant experience
- Accounting designation preferred
Customer Accountabilities:
- Conducts regular, ongoing analysis, evaluation and review of business performance and initiatives against established reference points (e.g., plan, prior year, business cases) as directed
- Provides advice and guidance to Finance Management and/or business partners and appropriate stakeholders on a range of finance accounting/reporting or operational processes
- Applies understanding of respective business strategies to produce relevant and meaningful data analysis and materials to support the creation and maturation of business goals and objectives
- Develops analysis and proper dashboards to illustrate business trends and identifies areas of business opportunities
- Coordinates and/or consolidates financial information needs/requests among various parties (e.g. business Finance Teams, other stakeholders, externalparties/regulators/auditorsand/or centralized Finance
- Acts as a key resource to the business or functional unit by providing relevant and meaningful financial information/data /guidance on specialized procedures and/or issues (e.g. tax, accounting principles,reconciliation/reporting/financialcontrols/finance processes etc.)
- Identifies variances and contributes to the analysis, due diligence and execution and/or implementation of potential initiatives, acquisitions and/or business re-structures within defined area ofresponsibility
- Contributes and works with FinOps or Specialized Finance teams to provide input and feedback on enhancing operational activities s (e.g. report production, system queries, process mapping, specialized tracking, analysis and transactional procedural support) where appropriate
Shareholder Accountabilities:
- Adheres to enterprise frameworks or methodologies that relate to activities for our business area
- Ensures respectiveprograms/policies/practicesare well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities
- Identifies and investigates data/analytics related issues
- Consistently exercises 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 incross-functional/enterpriseinitiatives helping to identify risk
- Conducts internal and external research projects; supports the development/delivery ofpresentations/communicationsto management or broader audience
- Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, makes recommendations, assesses the effectiveness ofprograms/policies/practices
- Monitors service, productivity and assesses efficiency levels within own function and implements continuous process/performance improvements where opportunities exist
- Supports the execution of remediation plans to addressperformance/risk/governanceissues
- 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
- Maintains a culture of risk based 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 and participates in knowledge transfer within the team and business unit
- Keeps current on emerging trends/developments and grows 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 businesspartners/stakeholdersto 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.
Our Total Rewards Package
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.