Senior Finance Analyst - Treasury and FP&A

TD • Mount Laurel, NJ

1d • Onsite

About The Position

The Senior Finance Analyst conducts a range of LOB related financial analysis and/or provides finance support as it relates to a Business Partner Finance area supported. This role requires in-depth knowledge and expertise in its domain and a working knowledge of broader related areas. The analyst researches and investigates financial accounting/audit operational and/or reporting issues, applying specialized and/or advanced technical/finance knowledge. The work often involves coordinating/integrating with other areas and focuses on medium to longer-term objectives. The position performs advanced analysis requiring a good understanding of financial accounting or related operational policies and procedures, integrating broader organizational context into solutions. It involves understanding the industry, competition, and organizational differentiators, applying best practices for process, product, or service improvements. The Senior Finance Analyst acts as a subject matter expert, contributes to setting standards, and solves complex problems by analyzing multiple variables and consulting stakeholders. The role impacts functional programs and operations across teams, interprets guidelines and analysis results for senior-level decision-making, and builds stakeholder alignment in leading projects. The analyst works independently as a senior technical lead and guides others within their area of expertise.

Requirements

• Undergraduate degree
• 5+ years of relevant experience

Nice To Haves

• Accounting designation
• Banking Finance experience
• Experience with general Finance tools, including MS Office Suite
• Power BI experience
• Experience with Hyperion Planning/Essbase
• Technical finance background and knowledge base

Responsibilities

• 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, external parties/regulators/auditors and/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/financial controls/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 of responsibility.
• Contributes and works with FinOps or Specialized Finance teams to provide input and feedback on enhancing operational activities (e.g. report production, system queries, process mapping, specialized tracking, analysis and transactional procedural support) where appropriate.
• 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.
• 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 in cross-functional/enterprise initiatives helping to identify risk.
• 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.
• Supports the execution of 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.
• 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

• Base salary
• Variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan)
• 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
• Reward and recognition
• Regular development conversations
• Training programs
• Competitive benefits plan
• Access to an online learning platform
• Variety of mentoring programs

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 101-250 employees