ACCOUNTABILITIES:
The successful candidate for this position will report to the Senior Manager, AI2 Finance. Their objective is to provide financial and business analysis and support the AI2 team. The Senior Financial Analyst must be a driver with strong leadership / communication skills and have experience in leading and delivering value added business analysis, advice, and guidance. Candidates must be committed to professionalism, highly organized, able to see the big picture while paying attention to small details.
Key accountabilities for this position include:
- Serving as a Finance subject matter expert, while demonstrating a holistic viewpoint, on key components of AI2 Business. This will include frequent interaction with the business leaders
- Working with their business partners to build the annual financial plan and quarterly forecasts for their portfolio
- Being a leader in forecasting & planning by further building process excellence and leveraging partners to provide value add to the business
- Liaise with senior management and decision support team during the planning process to ensure initiatives are effectively incorporated into the business Annual Plan
- Conducting analysis of forecast results and broader trends to provide a reasonable view of the future of the business with advice to improve decision making
- Providing insightful and relevant commentary to Senior Management on business results, forecast and Plan
- Developing of monthly and quarterly operating result packages. Conduct progressive analysis on monthly results and provide value add advice, and guidance
- Being responsible to identify financial opportunities, conduct the necessary analysis to develop options and offer well supported recommendations to senior management. This includes strong written and in-person presentation skills
- Proactively identifying issues and recommend actions to senior management
- Provide leadership and support to the AI2 Finance team, fostering a positive and rewarding work environment
- Working with senior management and lead in the development / implementation of new financial models, methodologies to support the business in understanding the financial impact of their decisions
- Providing value-added financial analysis and advisory support to business partners to develop and execute strategic plans and goals or respond to ad hoc requests for business analysis
QUALIFICATIONS/COMPETENCIES ACCREDITATION:
- Undergraduate degree
- Strong business acumen and analytical capabilities – ability to consolidate inputs into clear, concise analysis and ultimately business decisions
- Strong leadership capabilities to work effectively with senior executives
- Ability to lead and manage in a fast paced and ever changing environment
- Proactive self starter with the ability to see business opportunities warranting further review & analysis
- Excellent analytical, logical, and organizational skills are required - able to provide clear and concise summaries of relevant data, observations and recommendations to management (turns complexity into simplicity)
- Ability to lead and manage change
- Organizational awareness and the ability to balance the viewpoints of Finance and the business units
- Strong relationship management and advisory skills are required to support business partners and assist them with overcoming challenges
- Ability to influence and motivate others, including those who do not have a direct reporting relationship
- Ability to negotiate, problem solve and make decisions
- Ability to prioritize competing requests and multiple tasks in a deadline driven environment
- Undergraduate degree required, MBA/CFA/CA/CPA designation preferred
- 3-5+ years of relevant experience
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.