Senior Finance Analyst (US) - Digital Delivery

TD•Mount Laurel, NJ

2d•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 is a Subject Matter Expert (SME) business partner knowledge/professional role requiring in-depth knowledge/expertise in own domain/field of specialty and working knowledge of broader related areas. The analyst researches and investigates a range of financial accounting/audit operational and/or reporting issues, requiring specialized and/or advanced technical/finance knowledge for their area. They may need to coordinate/integrate work with other areas as needed. The nature and complexity of the work supports a generally medium to longer-term focus. The role performs advanced analysis or specialized work that requires a good understanding of financial accounting or related operational policies and procedures. The analyst integrates the broader organizational context into advice and solutions within their own area, understands the industry, competition, and the factors that differentiate the organization, and applies best practices to implement process, product, or service improvements. They act as a subject matter expert within their own area of specialty or a resource for others, contributing to setting standards within their area of expertise. The role solves complex problems requiring analysis of multiple variables, including consultation with multiple stakeholders, and impacts a range of functional programs and operations across their own and related teams. The analyst interprets guidelines, standards, policies, and results of analysis to inform decision-making at senior levels and builds stakeholder alignment in leading projects and activities, potentially providing process and subject matter advice at senior levels. This role works independently as the senior technical lead and guides others within their area of expertise.

Requirements

Undergraduate degree
5+ years of relevant experience

Nice To Haves

Accounting designation preferred
Project Finance experience
Experience with Hyperion Planning/Essbase and SmartView
Experience with Copilot
FP&A experience
Familiarity with digital/technology delivery practices (Agile)
Understanding of Project Capitalization
Understanding of Clarity/JIRA

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.