Senior Analyst Financial Planning & Analysis

TD Bank • New York, NY

1d • $110,000 - $150,000

About The Position

This FP&A position requires someone with excellent analytical and technical skills with the ability to recognize issues and take practical corrective action. Proven skills in handling multiple tasks and working within specified timelines are required. The candidate must possess excellent business acumen and be able to develop positive working relationships with the areas supported. This is a core FP&A role requiring prior hands-on FP&A experience, including planning, forecasting, and performance management in a complex financial services or capital markets environment. Oversee the reporting and analysis for monthly and quarterly operating results, including management reporting, planning, forecasting, and productivity analysis. Work closely with senior business heads and desk leads to compile the Annual Plan and rolling Forecasts, ensuring alignment between business strategy, financial targets, and resource allocation. Provide insightful, forward-looking financial analysis and commentary to Senior Management, clearly explaining performance drivers, risks, and opportunities. Draft CEO- and Board-ready materials, including executive summaries, financial commentary, and speaking notes for Board and senior management presentations; strong written and verbal communication skills are essential. Assist in the development and review of presentation materials intended for Executives and the Board, translating complex financial information into clear, concise messages. Proactively identify business opportunities and risks warranting further analysis and support business partners in addressing financial challenges. Develop and maintain strong working relationships with Business Partners, Segment Finance, and other key stakeholders.

Requirements

• Undergraduate degree
• 5+ years of relevant experience
• Accounting designation required (e.g., CPA, CMA.)
• Prior hands-on FP&A experience, including planning, forecasting, and performance management in a complex financial services or capital markets environment.
• Experience drafting senior executive-ready decks, performance commentary.
• Proven ability to develop and maintain relationships with business partners.
• Strong comfort level in presenting to executives.
• High level of proficiency in Excel, Word, and PowerPoint.
• Understanding of the Bank’s management and financial reporting processes, and knowledge of the Bank’s financial reporting system and latest tools (including Hyperion, Power BI, and Tableau.)
• Demonstrates excellent judgment and professionalism when dealing with various internal partners.
• Proven analytical and problem-solving skills.
• Ability to proactively follow up on identified issues and work toward resolution.
• Must be able to think conceptually (“out-of-the-box”) and have a high degree of attention for detail.
• Proficient in time management and demonstrated adaptability when changes are required.
• Must be able to work with minimal supervision in an unstructured and fast-paced environment.

Responsibilities

• Oversee the reporting and analysis for monthly and quarterly operating results, including management reporting, planning, forecasting, and productivity analysis.
• Work closely with senior business heads and desk leads to compile the Annual Plan and rolling Forecasts, ensuring alignment between business strategy, financial targets, and resource allocation.
• Provide insightful, forward-looking financial analysis and commentary to Senior Management, clearly explaining performance drivers, risks, and opportunities.
• Draft CEO- and Board-ready materials, including executive summaries, financial commentary, and speaking notes for Board and senior management presentations; strong written and verbal communication skills are essential.
• Assist in the development and review of presentation materials intended for Executives and the Board, translating complex financial information into clear, concise messages.
• Proactively identify business opportunities and risks warranting further analysis and support business partners in addressing financial challenges.
• Develop and maintain strong working relationships with Business Partners, Segment Finance, and other key stakeholders.

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: Mid Level
• Number of Employees: 101-250 employees