drjobs Senior Finance Analyst

Senior Finance Analyst

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1 Vacancy
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Job Location drjobs

Lake Mary, FL - USA

Monthly Salary drjobs

$ 50000 - 75000

Vacancy

1 Vacancy

Job Description

Work Location:

Lake Mary Florida United States of America

Hours:

40

Line of Business:

Finance

Pay Detail:

$50000 - $75000 USD

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:

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.

Depth & Scope:

  • Perform monthly and quarterly 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 accruals corrections and other general ledger activities

  • Lead or support finance-related projects from planning through execution ensuring deliverables and timelines are met

  • Monitor and support the corporate expense card program including user assistance policy compliance and issue resolution

  • 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

  • Participate in month-end and year-end close processes ensuring deadlines and reporting standards are met

  • Recommend and implement process improvements to enhance financial accuracy and efficiency

  • Develop update and maintain Standard Operating Procedures (SOPs) and Policies & Procedures (P&Ps) to ensure consistency and compliance within the finance team

Education & Experience:

  • Bachelors 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.

The Senior Finance Analyst TDS provides planning forecasting reporting and financial analysis support for assigned line(s) of business and/or at the total segment level under the guidance of financial addition the Senior Financial Analyst TDS provides highly specialized financial consulting and analytical support at the assigned line(s) of business or total segment level identifying key emerging financial trends measurement of key performance metrics and success factors line of business and total segment financial target setting and measurement capital budget and key initiative evaluation and planning cost and product profitability analyses specialized reporting and support for special projects.

Depth & Scope:

  • Conducts complex analysis as it applies to area of responsibility

  • Understands the whole financial function and the key business areas supported

  • Focus is on one or more components of results that have greater complexity (e.g. Expenses Revenue and Volumes) or on complete results for a single line of business

  • Makes trade and CRA investment decisions on a monthly basis

  • Leads activities of unit assigning prioritizing and monitoring work and provides training and mentoring for new and less experienced staff

  • Resolves escalated issues and problems by conferring with staff

  • Provides financial analytical planning and forecasting expertise to assist in the development and completion of projects

  • Develops specialized analytical tools for project or ongoing use and may also develop conclusions and courses of action to rectify discrepancies as well as analyses

  • Provides cost and product analyses and develops analyses of performance and predictive data

  • Compiles and generates ad-hoc analytical reports

  • Develops financial analytical and forecasting models to test assumptions and predict results of business initiatives

  • Researches and reviews details of business operating metrics and actively seeks to identify and promote new opportunities or products


Education & Experience:

  • Bachelor degree in Business/Accounting/Financial Management (accounting designation is preferred but not required)

  • 3-5 Years of related experience

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

  • Domestic Travel Occasional

  • International Travel Never

  • Performing sedentary work Continuous

  • Performing multiple tasks Continuous

  • Operating standard office equipment - Continuous

  • Responding quickly to sounds Occasional

  • Sitting Continuous

  • Standing Occasional

  • Walking Occasional

  • Moving safely in confined spaces Occasional

  • Lifting/Carrying (under 25 lbs.) Occasional

  • Lifting/Carrying (over 25 lbs.) Never

  • Squatting Occasional

  • Bending Occasional

  • Kneeling Never

  • Crawling Never

  • Climbing Never

  • Reaching overhead Never

  • Reaching forward Occasional

  • Pushing Never

  • Pulling Never

  • Twisting Never

  • Concentrating for long periods of time Continuous

  • Applying common sense to deal with problems involving standardized situations Continuous

  • Reading writing and comprehending instructions Continuous

  • Adding subtracting multiplying and dividing Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are

TD Securities offers a wide range of capital markets products and services to corporate government and institutional clients who choose us for our innovation execution and experience. With more than 6500 professionals operating out of 40 cities across the globe we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues providing trusted advice and industry-leading insight extending access to global markets and delivering integrated transaction banking 2023 we acquired Cowen Inc. offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise while growing our strong diversified investment bank. We are growth-oriented people-focused and community-minded. As a team we work to deliver value for our clients every day.

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 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. 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.

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

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age disability status as a protected veteran or any other characteristic protected under applicable federal state or local law.

If you are an applicant with a disability and need accommodations to complete the application process please email TD Bank US Workplace Accommodations Program at . Include your full name best way to reach you and the accommodation needed to assist you with the applicant process.


Required Experience:

Senior IC

Employment Type

Full-Time

About Company

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