Sr BI & Reporting Analyst

at  TD Bank

SPECIFIC EDUCATIONAL REQUIREMENTS:

• Post-secondary degree in a related field (ex. Finance, Business, Economics, Engineering, Comp Sci etc.).
• MBA, CFA considered an asset.

QUALIFICATIONS:

Hands-on experience with data retrieval, analysis, visualization, and manipulation tools (ex. SQL, Tableau, Excel and Powerpoint) and complex valuation/reporting infrastructures (input/output, system logic, system dependencies, data lineage).

STRONG CRITICAL THINKING SKILLS WITH AN ABILITY CONNECT/LINK VARIOUS CONCEPTS AND/OR PIECES OF INFORMATION AS IT RELATES TO THE OVERALL PORTFOLIO IMPACT.

• Problem solving and creativity.
• Excellent relationship management skills, anticipating stakeholder needs while meeting committed timelines.
• Passionate about the capital markets/macroeconomic events and their downstream connection to the banking industry.
• Team oriented, supportive of collective goals and fostering a learning environment.
• Exemplary work ethic and drive to succeed with an ability to overcome adversity.
• Approach responsibilities with diligence and initiative, taking ownership of issues to ensure successful outcomes.
• Challenge the status quo and exhibit a forward looking mindset to identify enhancement opportunities that are efficient and scalable.
• Exceptional organizational skills with an ability to prioritize and manage competing initiatives.
• Experience with developing reporting that is creative, intuitive, and comprehensive is considered an asset.

THE TEAM IS RESPONSIBLE FOR SUMMARIZING MARGIN AND NII PERFORMANCE FOR NORTH AMERICAN BUSINESS LINES THROUGH CENTRALIZED TABLEAU REPORTING TOOL WITH UNDERLYING SQL TABLES. THE GROUP WILL OWN THE EXPLANATION OF ACTUAL, FORECAST AND STRESS TESTING RESULTS BY ISOLATING MACRO (CAPITAL MARKETS, ECONOMIC) AND PRODUCT SPECIFIC DRIVERS TO INFORM STAKEHOLDERS FROM TBSM, PRODUCT MANAGEMENT AND FINANCE.

The Senior Analyst , FTP Reporting will be responsible for producing recurring reports on actuals and forecasted portfolio margin and NII, investigating and articulating key drivers of performance while supporting ad-hoc tasks related to the portfolios of coverage.

KEY RESPONSIBILITIES OF THIS POSITION INCLUDE:

• Own the production and presentation of margin, NII, attribution reporting for CDN / US Retail / Corporate (Capital) products within established SLAs, developing portfolio expertise to explain key drivers of results.
• Initiate investigations into actual and forecast portfolio results with tenacity and curiosity.
• Keep abreast of
• Changes in interest rates, producing reporting to explain movements relative to historical actual and forecast periods.
• Product/portfolio specific knowledge
• FTP Implementations/system changes.
• Develop new reporting while continuously advancing and rationalizing existing reporting views to maximize value.
• Support initiatives and ad-hoc requests from partners.
• Provide secondary reporting support for similar portfolios.
• Demonstrate expertise with Tableau, SQL, and Reporting and Valuation in-house infrastructures to allow for efficiency in reporting & attribution process, investigations, and troubleshooting.
• Establish and maintain relationships with Product Management, Finance, as well as other TBSM teams (such as US ALM, FTP teams, Modelling and MRMA). These relationships will be essential in understanding trends and articulating consistent internal narratives.
• Contribute to an engaging team culture, sharing knowledge and ideas to increase treasury, banking, and reporting expertise.