Senior Finance Analyst

Work Location :New York, New York, United States of AmericaHours:40Line of Business:TD SecuritiesPay Detail:$100,000 - $125,000 USDTD 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 candidate's 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:The Senior Finance Analyst is a newly created role within the TDS Tech Finance Team, supporting financial planning, forecasting, reporting, and cost management across vendor and personnel spend. The role provides analysis and insights to senior leaders to support profitability, efficiency, and long-term regional growth in a fast-paced environment.Key ResponsibilitiesStrategic:Support TDS Tech US performance targets and is responsible for partnering on financial planning and forecast, monthly and quarterly reporting of expenses and FTEProvide analytics to drive segment discussions including TDS Tech TSLT presentation materials as well as external/public storytelling of the SegmentMonthly Board Reporting for the TDS Tech US Region relating to details on expense analytics and commentaryCoordination with partners to ensure proper analysis, challenge, and oversight of TDS Tech regional reportingBusiness advisory and ad hoc supportProactively identify cost opportunities, analyze data on material components of spending and provide constructive options to find efficiencies and savings enabling business decisions and management actionsTelling the financial cost story, linking the strategic priorities and accomplishments of the group while providing value-added advice to gain financial efficiencies while optimizing group effectivenessPlanning, Analysis and Insights:Performance measurement, reporting, and metrics to improve transparency and establish cost management strategies (targets). Clear, effective, and timely reporting.Provide input into the budgeting and forecasting process to ensure cost assumptions are accurate and realisticMonitor actual vs forecasted costs and flag variancesFunction as the cost management expert and lead on Finance change projects to improve systems, processes and outputs that relate to cost managementManage the Performance Measurements, and Insights organization (people, expenses, other stakeholders including internal and external partners (e.g., regulators, auditors)Analyze financial data and prepare reports on cost variances, identifying areas for improvement and recommending corrective actions.Monitor and report on market trends and pricing strategies to help guide decisions.Collaborate with cross-functional teams to achieve targets while managing costs effectively.Required Skills and ExperienceUndergraduate degreeBusiness or accounting designation preferred or in progress (MBA, CPA).4+ years of finance experience at a global institutionExcellent interpersonal, organizational, and leadership skills.Client service skills - the candidate must demonstrate the judgment and ability to closely partner with and advise senior and line managers and other stakeholders on cost managementStrong analytical skills, attention to detail, solid judgment, and the ability to evaluate complex regulatory business issuesAbility to thrive in a fast-paced, deadline-driven environment, including by demonstrating excellent time management and planning skills, along with the ability to handle multiple assignments at the same time.Ability to interact effectively with all levels of the organization and to collaborate with various teams.A relationship builder with the ability to establish, develop and maintain effective working relationships with regulators and with business and functional partners at the firm.Proficient in MS Office and the use of AI applications, Power BI and Power Query to drive automation of financial processes______________________________________________________________________The Sr. Specialized Finance Analyst, TDS performs a variety of specialized finance functions in a particular finance area(s) with a high level of technical knowledge to give detailed and well-informed opinions of assigned business activities.Depth & Scope:Expert level professional role requiring in-depth knowledge / expertise in own domain / field of specialty and working knowledge of broader related areasIntegrates the broader organizational context into advice and solutions within own areaAccountable for own work and sometimes others; acts as an escalation point or knowledge resource for others in their own areaUnderstands the industry, competition and the factors that differentiate the organizationApplies best practices to implement process, product or service improvementsActs as a subject matter expert within their own area of specialty or a resource for othersSupports projects or workstreams within broader projects with moderate risk or complexity and may be accountable for managing ongoing activities, processes and functional programsContributes to setting standards within area of expertiseSolves complex problems requiring analysis of multiple variables, including consultation with multiple stakeholdersUses advanced methods to contribute to new solutions and recommend standards against which others will operateImpacts a range of finance programs across own and related teamsInterprets guidelines, standards, policies and results of analysis to inform decision making at senior levelsBuilds stakeholder alignment in leading projects and activities; may provide process and subject matter advice at senior levelsWorks independently as the senior technical lead and guides others within area of expertiseIdentifies and leads problem resolution for complex issues at all levelsEducation & Experience:Undergraduate degree and/or5+ years of relevant experience preferredAccounting, financial or relevant professional designation preferredCustomer Accountabilities:Specializes in particular areas according to established policies and procedures and applicable legal and regulatory guidelinesProvides ongoing, proactive, specialized finance advice and counsel to business partners to ensure they are operating efficiently under applicable accounting rules and regulationsCommunicates and meets regularly with partners to develop an in-depth understanding of their business and to provide accounting/ taxation insight, knowledge and expertise, such as improving accounting process flows or clarifying income and expense recognition practicesRecognizes, identifies and investigates business accounting issues that need attention, research as needed, offer specialized opinions based on research and knowledge and resolve problemsResponds to accounting-related requests on a timely basis and answers questions as needed.Provides technical guidance and assist staff with most complex aspects of work as necessaryResolves escalated issues and problems by conferring with peers, other internal departments, outside contacts and others as necessaryEnsures monthly recording of income, expense and other financial transactions is accurate and timelyResearches and determines proper accounting treatment for new products and services as needed and communicate complete, thorough and accurate accounting requirements; considers and explains risk management issues prior to implementation, such as determining how the accounting of new initiatives will be monitored and controlledPerforms a variety of activities related to month-end financial closing, which details the Bank's month-to-month financial condition, and/or completion of regulatory reportsReviews monthly financial activity and ensures transactions are appropriately recorded in proper accounts, such as cost capitalizing vs. expensing. Researches discrepancies and makes corrections and updates as necessaryShareholder Accountabilities:Adheres to enterprise frameworks or methodologies that relate to activities for our business areaEnsures respective programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business prioritiesConsistently exercisse discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriateEnsures 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 / provide guidance for complex situationsConducts internal and external research projects; supports the development/ delivery of presentations / communications to management or broader audienceConducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practicesMonitors service, productivity and assesses efficiency levels within own function and implements continuous process / performance improvements where opportunities existLeads / facilitates and/or implements actions / remediation plans to address performance / risk /governance issuesActively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirementsKeeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impactsMaintains a culture of risk management and control, supported by effective processes in alignment with risk appetiteEmployee/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 interestProvides thought leadership and/ or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unitKeeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniquesParticipates in personal performance management and development activities, including cross training within own teamKeesp others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activitiesContributes 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 workforceActs as a brand ambassador for your business area/function and the bank, both internally and/or externallyPhysical Requirements:Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%Domestic Travel – OccasionalInternational Travel – NeverPerforming sedentary work – ContinuousPerforming multiple tasks – ContinuousOperating standard office equipment - ContinuousResponding quickly to sounds – OccasionalSitting – ContinuousStanding – OccasionalWalking – OccasionalMoving safely in confined spaces – OccasionalLifting/Carrying (under 25 lbs.) – OccasionalLifting/Carrying (over 25 lbs.) – NeverSquatting – OccasionalBending – OccasionalKneeling – NeverCrawling – NeverClimbing – NeverReaching overhead – NeverReaching forward – OccasionalPushing – NeverPulling – NeverTwisting – NeverConcentrating for long periods of time – ContinuousApplying common sense to deal with problems involving standardized situations – ContinuousReading, writing and comprehending instructions – ContinuousAdding, subtracting, multiplying and dividing – ContinuousThe 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 AreTD 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 6,500 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 solutions. In 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 PackageOur 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 moreAdditional Information:We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.Colleague DevelopmentIf you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll 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 you’re 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.We're 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 & OnboardingWe will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.Interview ProcessWe’ll 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.AccommodationTD 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 View email address on click.appcast.io . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. #J-18808-Ljbffr TD