Senior Business Intelligence Analyst

Work Location:

Hours:

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.

Line of Business:

Job Description:

Why Work with Us

At TD Bank US Compliance were on a mission to build a more resilient and scalable compliance risk management function. As part of our team youll play a key role in reshaping compliance structures and processes driving innovation at every level. Here each team member has a chance to make a tangible impact both in day-to-day operations and in the design of a future-focused compliance program. This not just about implementing a new program its about creating a culture of compliance that will cascade throughout the organization.

The Senior Business Intelligence Analyst will build and maintain standardized role-based complaints reporting and dashboards to support 2LOD oversight senior management decisions and Board-level visibility. This role translates customer complaint data into actionable business intelligence through reporting dashboards self-service insights that enhanced the timeliness and accuracy of complaint trend monitoring and strengthens the environment controlled through documented metrics definitions and reconciliation routines.

Key Responsibilities

• Develop and operationalize a standardized executive reporting suite (KPIs KRIs root-cause/theme views regulatory complaint lenses and escalation summaries) with clear metric definitions.

• Deliver automated refreshable dashboards and scorecards that reduce manual effort improve data consistency and enable near-real-time monitoring for spikes clusters and anomalies.

• Translate oversight and business questions into measurable metrics dashboards and recurring insights (e.g. emerging harm remediation effectiveness repeat issues and business line comparisons).

• Design and maintain data models and reporting logic that are documented testable and reusable across audiences (2LOD senior leadership Board).

• Implement data quality controls (validation rules reconciliations exception reporting) and maintain data lineage/definitions so reporting is audit-ready and repeatable.

• Partner with stakeholders (1LOD businesses 2LOD Compliance Units CAI/Analytics Technology and Business Lines) to capture requirements prioritize enhancements and drive adoption of custom and self-service reporting capabilities.

• Support exam/audit requests by producing defensible populations complaint insights metric logic and evidence packages on tight timelines to inform leadership decision making.

The above details are specific to the role which is outlined in the Job summary below. Please review Desired Skills and Experience as you are considering this role.

Job Summary

The Senior Business Intelligence Analyst provides specialized end to end BI support visualization / presentation and solutions for a significant business / function and/or projects / initiative. This role may be considered a subject matter expert in BI and Reporting. This role is accountable for the development adoption and ongoing evolution of a best-in-class reporting and/or BI capability and may deliver on ad-hoc projects as assigned.

Depth & Scope:

• Works independently as the senior analyst / subject matter expert and may provide technical support to others

• Requires advanced knowledge of reporting and BI platforms tools and techniques and ability to effectively leverage it to support diverse reporting and BI functions

• Considered a subject matter expert within a given area

• Expert knowledge of all main data sources for the data used within the business unit and ability to effectively utilize these data sources for reporting purposes

• Experienced professional role providing specialized data visualizations to support business needs

• May be expected to have a knowledge of broader enterprise reporting platforms and data sources and ability to integrate data across the enterprise

• May be expected to present to senior management or executives

• Oversees and/or independently performs tasks from end-to-end

• Generally focuses on broad range of moderately complex issues that may span from short to medium term (e.g. monthly-quarterly)

Education & Experience:

• Undergraduate degree or advanced technical degree preferred (e.g. math physics engineering finance or computer science) Graduates degree preferred with either progressive project work experience or;

• 3 year of relevant experience; higher degree education and research tenure can be counted

Desired Skills & Experience:

• Demonstrated advanced BI/dashboard development expertise in Tableau and/or Power BI including complex calculations (LOD/DAX) data modeling and performance optimization.

• Salesforce CRM reporting: build/maintain reports and dashboards; custom report types; understand objects/relationships; basic SOQL; apply sharing/security concepts.

• Exposure and experience applying NLP/ML/GenAI capabilities to business use cases.

• SQL: advanced querying build reusable views/stored procedures as needed.

• Python and/or R for analytics and automation

• ETL/data prep and data modeling

• Data quality and controls (reconciliations exception handling audit trails metric logic documentation).

• Complaint/operational risk analytics (trending segmentation outliers) and executive-level storytelling.

• Preferred: strong Microsoft ecosystem skills (advanced Excel advanced PowerPoint SharePoint) and reporting access governance/security basics.

Customer Accountabilities:

• Produces specialized reporting packages dashboards and scorecards for businesses with a focus on understanding objectives and delivering insights for: (1) product design and development; (2) customer engagement; (3) account management; and (4) business decision making

• Uses various methodologies to rapidly generate impactful interactive visualizations or tools

• Leads the implementation of initiatives in support of overall business / function strategy

• Conducts analysis to provide enhanced BI to inform management leadership team

• Creates complex and comprehensive BI reporting packages and dashboards utilizing data infrastructure localized DataMarts and external data sources and transforms into visual stories using appropriate systems to support client objectives

• Identifies and proposes data presentations to meet evolving businesss needs; utilizes various technology / applications / methodologies to rapidly generate impactful visualizations

• Builds basic layouts and templates to be utilized by internal partners

• Validates the quality and integrity of the data included in the Reporting Packages and Dashboards

• Develops meaningful and insightful commentary / insights on new and existing reporting packages

• Works with business partners to understand business objectives and develops value-added reporting and provides ad-hoc data extracts

• Adopts implements and effectively evolves report automation and/or visualization standards

• May as a subject matter expert to provide advisory or consultative services for supported colleagues and/or businesses regarding multi-format data visualization techniques

Shareholder Accountabilities:

• Adheres to enterprise frameworks or methodologies that relates to activities for our business area

• 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 as a subject matter expert helping to identify risk / provides guidance for complex situations

• 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

• Leads / facilitates and/or implements actions / 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

• Maintains a culture of risk management and control supported by effective processes in alignment with risk appetite

Employee/Team Accountabilities:

• 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 in own area 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

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.

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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 strive to make every interaction product and experience remarkably human and refreshingly simple for 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 foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. 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.