Senior Finance Manager (US) - FP&A

Work Location: Mount Laurel, New Jersey, United States of America

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 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.

Line of Business:

Job Description:

Department Overview:

The US Financial Planning & Analysis (FP&A) team helps the bank make informed financial decisions and plan for future growth. The team is responsible for budgeting, forecasting, long-term planning, and financial reporting across the organization. By turning financial data into clear insights, FP&A helps leaders understand performance, identify opportunities, manage risks, and make decisions that support the bank’s goals.

The Senior Finance Manager provides a range of strategic Finance advice, analysis and support for key business areas/portfolios as assigned. Proactively manages senior relationships in order to provide seasoned and deep business insights, decision support and guidance and works closely with various stakeholders and team members as required.

Depth & Scope:

• Bank expert for a Finance function or discipline and/or portfolio or journey
• Accountable for leading or conducting expert financial analysis/research, reviews and/or audits to support functional goals/objectives
• Scope may involve the integration of several key functional areas and/or business lines and requires a focus on longer-range issues
• Focuses on strategic and/or bank-wide organizational issues, dealing and solving highly complex financial management/specialized accounting/taxation/audit/regulatory reporting and operational issues
• Primary interface with Finance partners/leaders and external parties
• Serves as a source of expert advice to senior management in field of specialty; may lead team(s) of related specialists/experts
• Advises on execution strategy and leads the development and deployment of functional programs or initiatives within their own field or across multiple specialties
• Solves unique and ambiguous problems with broad impact; typically oversees standards, risk based controls and operating methods that have significant financial and operational impact within the context of their own field
• Requires innovative thinking to develop new solutions
• Impacts the technical or functional direction and resource allocation of part of an enterprise function or business segment
• Works within general policies and industry guidelines
• Engages stakeholders to take action; serves as a source of expert advice, influences change; frames information in a broader organizational context

Education & Experience:

• Undergraduate degree
• 10+ years of experience in
• Accounting or financial designation preferred

Preferred Skills:

• Legal entity and Accounting experience
• Experience with Process improvement
• CPA preferred
• FP&A experience
• Management reporting and strong executive communication

Customer Accountabilities:

• Works closely with business partners to gain deep understanding of the business and relevant objectives in order to contribute to the strategic direction of respective business and/or the enterprise
• Formulates relevant and meaningful data analysis through comprehensive data visualization tools, profiling tools, segmentation, as well as leveraging advanced modeling and analytics
• Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs
• Effectively communicates relevant/meaningful recommendations on a range of finance management issues or related operational processes to all levels within the organization
• Acts as a subject matter expert for LOB Finance area supported and provides guidance/advice and recommendations to support dealings with internal/external partners
• Identifies and develops key business performance measures or metrics for own area and ensures benchmark/best practice information is shared with appropriate parties
• Works to maximize shareholder value by developing key strategies/tactics for own unit and by conducting business and/or financial analysis to support key business decisions and the achievement of business partner or department objectives
• Leverages advanced data and analytics where possible to ensure business leaders are provided with comprehensive information to enable strategic decision support
• Develops and/or assesses significant business cases/new initiatives applying expertise and ensuring criteria for own area are met (e.g., taxation, accounting practices, forecasted rates of return, evaluate outcomes, test assumptions, interface with others for appropriate input, identify benchmarks)
• Proactively partners and supports the business to develop business, financial, operational, or organizational strategy for the organization
• Ensures alignment between business segment and enterprise goals/thresholds
• Provides strategic insights and proposes solutions for the organizations they support that deliver superior risk adjusted profitability
• Creates “story-telling” presentations on business performance (competitive analysis, etc.)
• Acts as a catalyst in driving forward initiatives critical to delivering strategy
• Develops and implements growth strategies
• Partners with the business to develop financial plans and forecasts
• Applies management-level focus

Shareholder Accountabilities:

• Acts as a respectful “challenger” to provide alternative points of view
• Leads the development/implementation of new financial models, operating service standards, methodologies, frameworks and paradigms to support on-going reporting, audit and/or analysis functions for own area
• Synthesizes complex and vast amount of information and translates into actionable insights and strategy
• Monitors and analyzes financial performance, acting as custodians of cost
• Adheres to enterprise frameworks or methodologies that relate to activities for our business area
• Ensures respective programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities
• Consistently exercises discretion in managing correspondence, information and all matters of confidentiality and privacy; 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/provide 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
• Identifies/recommends/supports the implementation of 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
• Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
• Maintains a culture of risk based 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 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.

Who We Are:

TD is one of the world's 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 95,000 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:
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.

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

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 View email address on aiapply.co. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.