Senior Analyst Financial Planning & Analysis

Work Location:

Hours:

Line of Business:

Pay Detail:

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:

Overview

This FP&A position requires someone with excellent analytical and technical skills with the ability to recognize issues and take practical corrective action. Proven skills in handling multiple tasks and working within specified timelines are required. The candidate must possess excellent business acumen and be able to develop positive working relationships with the areas supported.

Position Overview

• This is a core FP&A role requiring prior hands-on FP&A experience including planning forecasting and performance management in a complex financial services or capital markets environment.

• Oversee the reporting and analysis for monthly and quarterly operating results including management reporting planning forecasting and productivity analysis.

• Work closely with senior business heads and desk leads to compile the Annual Plan and rolling Forecasts ensuring alignment between business strategy financial targets and resource allocation.

• Provide insightful forward-looking financial analysis and commentary to Senior Management clearly explaining performance drivers risks and opportunities.

• Draft CEO- and Board-ready materials including executive summaries financial commentary and speaking notes for Board and senior management presentations; strong written and verbal communication skills are essential.

• Assist in the development and review of presentation materials intended for Executives and the Board translating complex financial information into clear concise messages.

• Proactively identify business opportunities and risks warranting further analysis and support business partners in addressing financial challenges.

• Develop and maintain strong working relationships with Business Partners Segment Finance and other key stakeholders.

Specific Requirements / Accreditations:

• Undergraduate degree

• 5 years of relevant experience

• Accounting designation required (e.g. CPA CMA.)

• Prior hands-on FP&A experience including planning forecasting and performance management in a complex financial services or capital markets environment.

• Experience drafting senior executive-ready decks performance commentary.

• Proven ability to develop and maintain relationships with business partners.

• Strong comfort level in presenting to executives.

• High level of proficiency in Excel Word and PowerPoint.

• Understanding of the Banks management and financial reporting processes and knowledge of the Banks financial reporting system and latest tools (including Hyperion Power BI and Tableau.)

• Demonstrates excellent judgment and professionalism when dealing with various internal partners.

• Proven analytical and problem-solving skills.

• Ability to proactively follow up on identified issues and work toward resolution.

• Must be able to think conceptually (out-of-the-box) and have a high degree of attention for detail.

• Proficient in time management and demonstrated adaptability when changes are required.

• Must be able to work with minimal supervision in an unstructured and fast-paced environment.

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 strive to make every interaction product and experience remarkably human and refreshingly simple. 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.

Together we are reimagining what banking can be for our clients colleagues and communities.

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.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

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.