Digital Portfolio Financial Planning and Forecasting Manager

TD • Mount Laurel, NJ

1d • $91,000 - $145,600

About The Position

The Business Line Financial Manager I provides planning, forecasting, reporting and financial analysis support for assigned line(s) of business and/or at the total segment level under the guidance of financial management. In addition, the Business Line Financial Manager I provides highly specialized financial consulting and analytical support at the assigned line(s) of business or total segment level identifying the following: key emerging financial trends, measurement of key performance metrics and success factors, line of business and total segment financial target setting and measurement, capital budget and key initiative evaluation and planning, cost and product profitability analyses, and specialized reporting and support for special projects. This position also includes people management responsibilities. Depth & Scope: Develops financial analytical and forecasting models to build sound forecasts, planning results, and test assumption. Also predicts results of business initiatives, including but not limited to ad hoc analysis Mentors and develops those individuals directly reporting to the Business Line Financial Manager I. Effectively communicates plan assumptions, forecasts, and actual results to all levels of management to include variance analysis Takes the lead as finance support on developing business case scenarios to understand the financial impact of various initiatives on the organization; In addition, researches and reviews details of business operating metrics and actively seeks to identify and promote new opportunities or products Manages the development of conclusions and courses of action to rectify discrepancies as well as analyses to be presented to management for aid in decision-making processes Develops and analyzes key metric and plan variances and related information

Requirements

• Bachelors degree required, finance or accounting preferred
• 3+ years related experience
• Understanding of banking industry financial analysis, planning, reporting and management accounting practices for assigned line of business
• Excellent financial analysis skills, including ability to draw appropriate conclusions from large amounts of financial data
• Strong understanding of general accounting and tax practices
• Ability to guide businesses to achieve financial goals
• Strong understanding of financial accounting and tax practices for assigned line of business
• Management skills and experience
• Understanding of related technology requirements and needs, including financial systems, planning models and report writers
• Excellent written and verbal communication skills, including ability to present and explain information clearly

Nice To Haves

• Experience in Agile or hybrid delivery environments preferred
• Familiarity with benefits realization and cost savings tracking preferred
• Experience working with partner funding models and cost allocation preferred
• Knowledge of portfolio financial tooling (e.g., Clarity, Power BI) preferred
• CPA, CFA, or equivalent professional designation preferred

Responsibilities

• planning
• forecasting
• reporting
• financial analysis support for assigned line(s) of business and/or at the total segment level
• financial consulting and analytical support at the assigned line(s) of business or total segment level identifying key emerging financial trends
• measurement of key performance metrics and success factors
• line of business and total segment financial target setting and measurement
• capital budget and key initiative evaluation and planning
• cost and product profitability analyses
• specialized reporting and support for special projects
• people management responsibilities
• Develops financial analytical and forecasting models to build sound forecasts, planning results, and test assumption
• predicts results of business initiatives, including but not limited to ad hoc analysis
• Mentors and develops those individuals directly reporting to the Business Line Financial Manager I
• Effectively communicates plan assumptions, forecasts, and actual results to all levels of management to include variance analysis
• Takes the lead as finance support on developing business case scenarios to understand the financial impact of various initiatives on the organization
• researches and reviews details of business operating metrics and actively seeks to identify and promote new opportunities or products
• Manages the development of conclusions and courses of action to rectify discrepancies as well as analyses to be presented to management for aid in decision-making processes
• Develops and analyzes key metric and plan variances and related information

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager