Finance Analyst

TD Bank Group; Toronto; On-site; CAD 70,000 - 98,000; Full time

Job summary

TD Bank Group in Toronto is seeking a Finance Analyst to support Wealth & Insurance Consolidation with monthly management reporting, forecasts and ad-hoc analyses. You will prepare data for senior leaders and drive variance analysis to help inform business decisions.

Join a collaborative team and contribute to strategic planning across Wealth & Insurance, while leveraging Hyperion, EPM, Excel and PowerPoint to deliver accurate, timely insights.

Qualifications

• University/College education with a focus on Finance, Accounting, Commerce or Business.
• CPA, CFA or relevant professional certifications, accounting designations considered an asset.
• Wealth / Insurance business knowledge would be an asset.

Responsibilities

• Contribute to Wealth & Insurance Segment consolidation supporting management reporting & advisory, as well as financial disclosures in quarterly SFI, earnings presentation and related support material.
• Support Senior Executive decks for results presentation and ad hoc asks providing insightful, driver-based variance analysis with a high level of attention to detail.
• Provide decision support to Wealth CFO and contribute to effective stakeholder collaborations with Wealth & Enterprise Strategy, Investor Relations, CAPA, APA, EDS etc.
• Develop and design value-added management reporting as well as competitor benchmarking to provide insightful interpretation of key business drivers underlying business results.

Skills

Analytical skills

Problem solving

Business acumen

Communication skills

Multitasking ability

Education

Finance/Accounting/Commerce degree

Tools

MS Excel

MS PowerPoint

MS SharePoint

Hyperion

EPM

Job description

Job Description

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Finance Pay Details: $69,700 - $98,400 CAD 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.

Department Overview

The Wealth & Insurance Finance department has accountability for the major financial functions of TDBG’s Wealth Management and Insurance businesses, providing business planning, financial measurement and analysis, valuation, and risk assessment services.

Key Responsibilities

The Finance Analyst reports to the Senior Finance Manager, Wealth & Insurance Consolidation, and will be involved in preparation of a wide range of ad-hoc deliverables, as well as reporting, forecasting and planning activities, as needed. This would include the preparation and analysis of monthly management reporting, preparation of quarterly forecasts and ad-hoc analysis to support segment CFO and Business Head of Wealth & Insurance. The role has a number of accountabilities which include, but not limited to the following:

• Contribute to Wealth & Insurance Segment consolidation supporting management reporting & advisory, as well as financial disclosures in quarterly SFI, earnings presentation and related support material.
• Support Senior Executive decks for results presentation and ad hoc asks providing insightful, driver-based variance analysis with a high level of attention to detail and the ability to "tell the story".
• Provide decision support to Wealth CFO and contribute to effective stakeholder collaborations with Wealth & Enterprise Strategy, Investor Relations, CAPA, APA, EDS etc.
• This includes providing input to Strategic Business Planning, QBU, SET Mid-Year & Year-End Assessment, Board Offsites, rating agency reviews, executive committee presentations and other enterprise deliverables.
• Develop and design value-added management reporting as well as competitor benchmarking to provide insightful interpretation of key business drivers underlying business results, highlight key issues and make appropriate recommendations.
• Contribute to the team's overall success.
• Be agile and problem-solve to stay on-track.

Job Requirements

University/College education with a focus on Finance, Accounting, Commerce or Business. CPA, CFA or relevant professional certifications, accounting designations considered an asset. Wealth / Insurance business knowledge would be an asset.

Other Qualifications / Skills / Experience

• Strong analytical and problem solving skills; strong business acumen.
• Naturally inquisitive with attention to detail.
• Ability to multi-task in a fast-paced environment.
• Strong written and verbal communication skills.
• Strong time-management and organizational skills to manage multiple deadlines and priorities within a highly demanding environment.
• Strong working knowledge of MS Excel, MS Power Point, MS SharePoint, Hyperion and EPM would be an asset.

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 a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. 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. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

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.

Interview Process

We’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.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

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Our Values

At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities – TD Ready Commitment

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada | US | Europe & Asia Pacific