FINANCE AND BUSINESS ACCOUNTABILITIES:
Reporting to the Finance Manager, Enterprise Project Finance, the role of Intern Co-op is to provide financial support to the TDS project portfolio and Enterprise Project reporting. This includes providing end-to-end project financial support including:
- Development of business case financials; monthly review of actual and forecasts against plan
- Facilitating project planning activities and support of month-end reporting for the portfolio
- Providing insightful reporting and analysis and reviewing and challenging projects
- Managing reconciliation efforts and interlocking sessions with segment finance/ business partners
- Support the consolidations of project and platform change financials
The role is responsible for full relationship management for the TDS segment inclusive of the Business, PDG and Segment Finance partners, and ensuring portfolio is effectively managed and compliant with bank’s project governance and accounting policies.
FINANCE AND BUSINESS ACCOUNTABILITIES:
- Perform the role of financial controller to the assigned portfolio(s).
- Work with business sponsors, project managers and segment finance to develop and review business case financials. The incumbent will provide financial expertise and oversight to ensure financial and accounting standards are followed and properly reflected in the business cases.
- Manage financial aspects of project tracking and reporting for the assigned portfolio, ensuring alignment to monthly/annual fiscal budget. Assigned projects will generally be larger, complex (i.e., multi-delivery, multi-year, cross-funded, split-funded, etc.), and require close coordination with partners on costs / associated benefits.
- Deliver financial / strategic analysis & insights for senior executive/management teams. This requires the consolidation of data from various financial sources and the ability to transform it into meaningful and actionable recommendations.
- Provide input to Technology and Segment finance teams for monthly reporting, quarterly forecasting, and annual planning.
- Participate in the annual portfolio planning and financial forecast cycles.
- Develop strong relationship with key stakeholders (Segment Finance Partners, TS, Operations, Shared Services, PDG, Business Management, Governance, etc.)
- Provide thought leadership and drive change by improving governance & processes and building strong relationships with key business partners.
- Promote a positive work environment that encourages productivity, innovation, creativity, teamwork, and delivering meaningful advice which adds value to the overall decision making.
- Act as subject matter expert on processes and controls around project authorizations, business cases, FPT and tracking of the financial impact of projects.
PROFESSIONAL SKILLS:
- Skilled in financial planning, analytics, and project costing / business cases.
- Ability to prepare clear and concise analysis/reporting to supports decision making.
- Excellent verbal and written communication skills. Ability to lead, influence, negotiate and take decisions.
- Strong relationship building skills. Enjoys working in a team environment fostering positive experiences.
- Proactive self-starter – able to work independently in a relatively unstructured environment with the ability to prioritize deliverables appropriately while meeting deadlines.
- Understanding of accounting guidelines and rules, including project accounting.
SPECIFIC EDUCATIONAL AND PROFESSIONAL EXPERIENCE REQUIREMENTS:
- Experience performing project costing or business casing.
- Understanding of Agile, PDLC and Project Management practices would be an asset.
- Experience using Financial and Project Management systems (i.e., CA PPM, Hyperion).
- Accounting designation or working towards a designation (CPA/CGA/MBA) would be an asset.
- Excellent MS Excel/MS PowerPoint/MS Word skills.
JOB REQUIREMENTS
- Currently enrolled in 3rd – 4th year of an undergraduate degree OR master’s degree in of Business / Commerce, Finance, Accounting or a related field.
- Must be enrolled in an undergraduate / master’s degree with the intent of going back to school at the start of your work term
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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
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