Senior Finance Analyst

TD • Lake Mary, FL

2d • Onsite

About The Position

Senior Finance Analyst - TDS (US) We are seeking a proactive and detail-oriented Finance Analyst to join our Finance team. This role is critical in ensuring financial accuracy and integrity through timely balance sheet reconciliations, journal entry processing, and support of daily financial operations. The ideal candidate is analytical, systems-savvy, and thrives in a fast-paced, collaborative environment.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• 3-5 Years of related experience
• Strong understanding of general ledger, journal entries, and reconciliation processes.
• Experience reviewing bank activity and payment transactions in a corporate setting.
• Proficiency in Microsoft Excel and familiarity with ERP/accounting systems (e.g., PeopleSoft, Oracle).
• High attention to detail, organizational skills, and ability to manage multiple priorities.
• Strong communication skills and a service-oriented approach to cross-functional collaboration.

Responsibilities

• Perform monthly reconciliations of balance sheet accounts, ensuring accuracy and completeness
• Identify, investigate, and resolve discrepancies in account balances and transactions
• Review and reconcile bank statements regularly, tracking incoming funds and outgoing payments
• Post accurate and timely journal entries related to client invoicing, corrections, and other general ledger activities
• Collaborate with back-office teams and trading desk to resolve commission discrepancies
• Manage billing cycles for multiple business lines
• Follow up with clients and brokers regarding outstanding receivable balances
• Lead or support finance-related projects, from planning through execution, ensuring deliverables and timelines are met
• Partner with business units to support business-as-usual (BAU) finance processes, including transaction reviews and financial queries
• Maintain accurate documentation for audit readiness and compliance with internal controls
• Recommend and implement process improvements to enhance financial accuracy and efficiency

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