Finance Manager- FP&A (US)

TD Bank • Mount Laurel, NJ

2d • $91,000 - $136,240 • Onsite

About The Position

Department Overview: The US Retail Finance FP&A team is responsible for a broad range of segment-level Finance activities. These include oversight of the month-/quarter-end close process, and the development & presentation of consolidated monthly/quarterly results, P&L planning/forecasting and a wide variety of recurring & ad hoc analytics for a senior executive audience including the segment CFO, Group Head and Management Committee. The team is also responsible for expense and FTE reporting materials provided to the Enterprise, including to the bank's CFO and CEO, and to external stakeholders via the US Retail sections of the bank's quarterly and annual reports (both quantitative and qualitative). FP&A also works closely with Strategy to collectively "tell the story" of the US Retail segment, and works collaboratively with a number of various stakeholders across the Enterprise. The Finance Manager provides a range of strategic Finance advice, analysis and support for key business areas/portfolios as assigned. Proactively manages senior relationships in order to provide seasoned and deep business insights, decision support and guidance and works closely with various stakeholders and team members as required. Depth & Scope: Scope of role may have pan-business impact and focus is on comprehensive reviews, specialized analysis, audits and/or initiatives with a yearly time span Accountable for conducting financial analysis/research, reviews and/or audits to support functional goals/objectives May act as interface with Finance partners/leaders and external parties Serves as a source of advice to senior management in field of specialty; may lead team(s) of related specialists/experts Undertakes and completes a variety of complex projects and initiatives requiring seasoned business partner specialist knowledge and/or the integration of cross functional processes within own area of expertise Work is guided by policies and industry standards/methods Requires innovative thinking to develop new solutions 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

Requirements

• Undergraduate degree
• 7+ years of relevant experience
• Accounting or financial designation preferred

Nice To Haves

• Data & Analytics Skills - data organization/visualization, data management including reporting automation and system reconciliations
• Communication & Contextual understanding – taking financial results and communicating the impact and messaging to senior leadership
• Ownership – end to end ownership of reporting processes, proactive problem solving, and self-starting ability
• Experience with Essbase

Responsibilities

• Works closely with business partners to gain deep understanding of the business and relevant objectives in order to contribute to the strategic direction of respective business and/or the enterprise
• Formulates relevant and meaningful data analysis through comprehensive data visualization tools, profiling tools, segmentation, as well as leveraging advanced modeling and analytics
• Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs
• Effectively communicates relevant/meaningful recommendations on a range of finance management issues or related operational processes to all levels within the organization
• Acts as a subject matter expert for LOB Finance area supported and provides guidance/advice and recommendations to support dealings with internal/external partners
• Identifies and develops key business performance measures or metrics for own area and ensures benchmark/best practice information is shared with appropriate parties
• Works to maximize shareholder value by developing key strategies/tactics for own unit and by conducting business and/or financial analysis to support key business decisions and the achievement of business partner or department objectives
• Leverages advanced data and analytics where possible to ensure business leaders are provided with comprehensive information to enable strategic decision support
• Develops and/or assesses significant business cases/new initiatives applying expertise and ensuring criteria for own area are met (e.g., taxation, accounting practices, forecasted rates of return, evaluate outcomes, test assumptions, interface with others for appropriate input, identify benchmarks)
• Proactively partners and supports the business to develop business, financial, operational, or organizational strategy for the organization
• Ensures alignment between business segment and enterprise goals/thresholds
• Provides strategic insights and proposes solutions for the organizations they support that deliver superior risk adjusted profitability
• Creates “story-telling” presentations on business performance (competitive analysis, etc.)
• Acts as a catalyst in driving forward initiatives critical to delivering strategy
• Develops and implements growth strategies
• Partners with the business to develop financial plans and forecasts
• Applies management-level focus
• Acts as a respectful “challenger” to provide alternative points of view
• Leads the development/implementation of new financial models, operating service standards, methodologies, frameworks and paradigms to support on-going reporting, audit and/or analysis functions for own area
• Synthesizes complex and vast amount of information and translates into actionable insights and strategy
• Monitors and analyzes financial performance, acting as custodians of cost
• 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 exercises discretion in managing correspondence, information and all matters of confidentiality and privacy; 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, makes recommendations, assesses 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
• Identifies/recommends/supports the implementation of 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 based management and control, supported by effective processes in alignment with risk appetite
• 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 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

Benefits

• Growth opportunities and skill development are defining features of the colleague experience at TD.
• 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.
• Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
• 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.
• We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees