Senior Program / Portfolio Analyst

Work Location:

Hours:

Line of Business:

Pay Details:

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

CUSTOMER:
Manages client/ stakeholder relationships as they pertain to the assigned program or portfolio
Works with business and technology teams to provide analysis metrics and management reporting including insight and recommendations and creates accurate and realistic resource plans
Conducts implementation and post implementation activities ensuring program or portfolio deliverables are communicated and users trained if applicable
Manages steering committee documentation of meeting minutes organizes program/portfolio review sessions and follows up on action items
Participates in evaluating effectiveness of projects or programs after implementation; solicits and receives feedback from various internal areas and outside vendors passes information to others as necessary and incorporates changes into future plans

SHAREHOLDER:
Applies TDBG principles of project management life cycle methodologies tools and best practices ensuring that appropriate documentation change and risk management practices are in place
Works with the business technology finance and project management offices to conduct analysis and create financial reports or dashboards for the program or portfolio.
Identifies program or portfolio issues or risks to finances and works with partners to develop recommendations
Facilitates the program or portfolio planning process including intake prioritization and ongoing health evaluations of projects and programs.
Develops and maintains a consolidated view to reduce the likelihood or impact of cross project issues
Owns the accurate reporting of program or portfolio financials health status and other details (i.e. data quality) in the banks enterprise reporting system and any additional reporting within their PMO
Ensures program reporting and appropriate documentation is properly completed (i.e. reports change requests presentations invoices correspondence / communications tables charts files etc.)
Performs staffing/resource analysis and works closely with senior leaders to develop recommendations. Creates new or adjusts forecasting and staffing models to reflect changes.
Provides direct support to the leadership for day-to-day analysis and reporting tasks to support overall management of the portfolio
Creates presentation materials for stakeholder steering committee meetings that highlight key project and portfolio issues or risks for evaluation and mitigation purposes
Utilizes project management software to create update and maintain program schedules with new and revised work packages and plans
Ensures dependencies and links with other schedules are established correctly identifying conflicts and following up where required.
Accountable for Project / Program / Portfolio documentation including developing and monitoring the plan and milestones as required
Utilizes the accepted Project Change Request (PCR) processes and documentation for changes to program scope
Ensures all team members understand and coordinate input to readiness sessions
Identifies and recommends opportunities to enhance productivity effectiveness and operational efficiency
Monitors quality of others work where applicable and checks to ensure that procedures and project and program management methodologies are followed
Assists in developing project/program documentation
Executes project/program management deliverables within budget and as per the approved project plan working with business partners to develop the content of those deliverables
Accountable for planning monitoring and analyzing financial data and identifying issues and themes that require escalation to Project / Program / Portfolio leaders
Reviews business cases for performance measures and analyzes financial goals of incoming projects/programs
Facilitates monthly resource and financial forecasting
Reviews work of other Analysts Coordinators and conducts complex analysis and deep dive reporting to support PMO or program office financial and business management reporting needs
Leverages tools reporting capabilities and systems already in place that provide the required level of detail and information needed by the PMO or program office
Ensures and owns accuracy and integrity of data quality within their PMO or program office and to the Enterprise Project Management Office

EMPLOYEE TEAM:
May lead others in a people manager capacity and may be required to provide coaching and input into performance assessments as appropriate.
Coordinates and oversees work of project coordinators/analysts on the team ensuring adherence to TD project and program methodology and quality of deliverables
Supports the leadership with training and development activities that is delivered and offered to the PMO team
Keeps other team members informed and up-to-date about the status / progress of projects and programs and all other relevant or useful information related to day-to-day activities
Supports the team by continuously developing knowledge in own area and business units
Keeps others within the PMO and internal partners informed and up-to-date on all relevant information
Transfers knowledge and provides guidance and leadership as appropriate to support the business objectives of the team and related area
Supports a positive work environment that promotes service to the business quality innovation teamwork timely communication of issues/ points of interest

BREADTH & DEPTH
Conducts analysis and provides financial reports or dashboards for the program and/or portfolio
Analyzes portfolio data and identifies trends as an input into future practice reporting or process improvements.
Monitors and coordinates information across many projects to create the integrated project schedule track milestones and dependencies
Supports program /portfolio risk issue and decision management
May lead others in a People Manager capacity
Typically reports to Program or Portfolio Management roles

Job Requirements:

• Undergraduate degree

• 7 years of relevant experience

• Strong written and verbal communication skills including writing concise business messages documents creating impactful presentations and presenting analysis to management and senior executives

• Ability to manage multiple efforts simultaneously strong project management reporting and organizational skills.

• Demonstrated ability to participate in complex comprehensive or large projects and initiatives.

• Business/technology experience with experience collaborating with others in highly matrix cross-functional environment.

• Strong understanding of Project/Program delivery at TD with a focus on project and portfolio financial management

• Organizational awareness and sensitivity

• Solution oriented with ability to navigate the organization and make assessments and decisions with sometimes vague incomplete or partial context/parameters

• Independent thinker with exceptional analytical skills and strong business acumen

• High degree of personal initiative with strong influencing and leadership skills

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

Our Total Rewards Package
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 a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):