Finance Operations Analyst II

TD•Dieppe, NB

21h•Hybrid

About The Position

This role provides financial analysis and/or advanced general finance/accounting or related operational support. The analyst will understand business partner/department objectives and contribute to achieving performance/financial goals by recommending appropriate actions based on analysis and review of results. Key responsibilities include analyzing financial performance against benchmarks, reconciling variances, researching and explaining findings, coordinating finance projects, audits, and reporting processes, and collecting meaningful data. The analyst will provide accurate data analysis, interpret findings, make recommendations, and identify complex issues beyond their level of expertise. They will act as a key Finance Support resource, providing technical subject matter expertise and operational process support. Additionally, the role involves analyzing key process drivers, identifying root causes of operational issues, and recommending improvements. The analyst will also identify, document, and investigate processes/exceptions, resolve escalated matters, and develop and execute reporting functions. Managing relationships with customers and other areas of TD Finance is also a key aspect of this role.

Requirements

High School diploma
Undergraduate degree/ college diploma preferred
3+ years relevant experience
Sound knowledge and understanding of the operating environment, business process and procedures, and transaction lifecycle for own area (e.g., processing environment, applications, software, hardware, products)
Sound level knowledge with some form of related training and/or related experience or skills
Ability to execute on routine requests
Identifies key operational / reporting / process issues for own area
Provides thorough analysis and/or specialized reporting or operational/process support
Requires general understanding of the overall function and/or businesses supported
Some complexity in operational / reporting / process and/or analysis function generally requiring a short term focus
May lead small scale initiatives or work stream packages for assigned area
Completes work within specifically defined parameters with guidance / direction from management as necessary
Generally reports to Team Leader or Manager

Nice To Haves

Undergraduate degree/ college diploma preferred

Responsibilities

Provide financial analysis and/or advanced general finance / accounting or related operational support as assigned
Understand business partner / department objectives and contribute to the achievement of performance / financial objectives by recommending appropriate action to management based on analysis and review of results within scope of own area
Analyze financial performance against benchmarks and reconcile variances and/or research and explain findings / issues to department or business management
Coordinate and/or execute on internal and external finance / research projects, audits and/or reporting processes as directed
Support the collection of meaningful data and/or research, coordinating efforts with various finance areas
Provide accurate and thorough data analysis for own area, interpret findings and make recommendations, and identify and refer complex issues / situations beyond own level of expertise
Act as a key Finance Support resource / specialist or representative for own functional unit by providing technical subject matter expertise / analysis or operational process support
Act as conduit / coordinator / facilitator bringing in appropriate partners / expertise on key operational issues / initiatives
Provide accurate and thorough analysis of key process drivers, root or systemic causes of cross functional operational issues, interpret findings and make recommendations for improvement
Identify, document, investigate processes / exceptions arising from transactions / processes beyond 1st level operations service delivery and resolve escalated matters and refer complex issues / situations beyond own level of expertise
Develop and execute on reporting functions and/or produce consolidated or aggregated reporting as appropriate
Manage relationships with customers and other areas of TD Finance
Prioritize and manage own workload to meet SLA requirements for service and productivity
Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area
Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Conduct 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
Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists
Acquire and apply expertise in the discipline, provide guidance, assistance and direction to others
Identify, recommend and effectively execute standard practices applicable to the discipline
Adhere to internal policies/procedures and applicable regulatory guidelines
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Maintain 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
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participate in personal performance management and development activities, including cross training within own team
Keep 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
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
Contribute to a fair, positive and equitable environment that supports a diverse workforce
Act as a brand champion for your business area/function and the bank, both internally and/or externally