Senior Finance Analyst

TD Bank-posted about 1 month ago
Full-time • Mid Level
New York, NY
5,001-10,000 employees
Credit Intermediation and Related Activities
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Position Title: Senior Finance Analyst Business Unit: TD Securities Division/Region: TD Securities USA (New York) Report Location: NYC TDS Securities US Finance is part of the broader TD Securities Finance group and serves as one of three regional finance teams supporting the Wholesale Banking segment of TD Bank Group. The group plays a critical role in financial, management, and regulatory reporting for the U.S. region and acts as a primary control and support function. It also provides business information for projects and initiatives, liaising with teams across the U.S., Canada, and other regions (UK and Singapore). TD Securities is seeking a highly motivated, detail-oriented, and technology proficient individual to join its US Wholesale Controllers group within US Finance in New York City. 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. 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 Researches and investigates a range of financial accounting/audit operational and/or reporting issues Requires specialized and/or advanced technical/finance knowledge for own area May need to coordinate/integrate work with other areas as needed Nature and complexity of work supports generally medium to longer term focus Performs advanced analysis or specialized work that requires good understanding of financial accounting or related operational policies and procedures Integrates the broader organizational context into advice and solutions within own area Understands the industry, competition and the factors that differentiate the organization Applies best practices to implement process, product or service improvements Acts as a subject matter expert within their own area of specialty or a resource for others Contributes to setting standards within area of expertise Solves complex problems requiring analysis of multiple variables, including consultation with multiple stakeholders Impacts a range of functional programs and operations across own and related teams Interprets guidelines, standards, policies and results of analysis to inform decision making at senior levels Builds stakeholder alignment in leading projects and activities; may provide process and subject matter advice at senior levels Works independently as the senior technical lead and guides others within area of expertise

  • Assist in month-end close for multiple legal entities and the US Wholesale consolidation process in accordance with US GAAP and IFRS, including elimination entries, equity roll forwards, and variance analytics.
  • Prepare, analyze, and document monthly accounting entries.
  • Ensure adherence to account reconciliation and attestation policies; liaise with Operations & Reconciliation Control teams to resolve issues.
  • Support external and internal audit requests, including reconciliations, document organization, and inquiry responses.
  • Prepare quarterly/annual disclosures and other reporting obligations.
  • Assist in preparing financial reporting packages for internal and external stakeholders; coordinate commentary and reviews across finance teams.
  • Maintain sub-ledger to general ledger mapping logic; liaise with Product Control and Operations for testing and application.
  • Perform sub-ledger and GL reconciliations; research and resolve issues promptly.
  • Improve data accuracy and support data-driven decision-making.
  • Maintain strong internal controls and keep process documentation up to date.
  • 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 s (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
  • Bachelor's degree in accounting.
  • 5+ years post-undergraduate experience in public accounting and/or financial services.
  • Strong understanding of accounting principles, US GAAP, and IFRS.
  • Knowledge of Sarbanes-Oxley controls and compliance requirements.
  • Highly organized, detail-oriented, and self-motivated with strong analytical skills.
  • Excellent verbal and written communication skills.
  • Ability to work independently and collaboratively under tight deadlines.
  • Demonstrated curiosity and interest in process improvements; ability to adapt to changing priorities.
  • Undergraduate degree
  • 5+ years of relevant experience
  • Proficiency in Microsoft Excel and familiarity with automation tools (Power BI, Alteryx, Power Query, pivot tables, advanced formulas) a plus.
  • Accounting designation preferred
  • Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. 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.
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