Senior Finance Analyst

TD; Toronto; On-site; CAD 76,000 - 116,000; Full time

Job summary

A leading global financial institution is actively seeking a Senior Finance Analyst in Toronto to support the Wealth Management team. This role involves financial planning, reporting, and collaboration with various stakeholders. The ideal candidate will possess strong analytical skills, a solid understanding of accounting principles, and relevant financial experience, ensuring the delivery of exceptional insights and support for strategic decision-making.

Benefits

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Qualifications

• Strong financial skills and understanding of accounting principles.
• Experience in Wealth Management industry is a plus.
• Proficiency in forecasting and planning.

Responsibilities

• Develop financial plans, forecasts and management reports.
• Conduct analysis of trends to improve decision making.
• Provide support to business partners for financial analysis requests.

Skills

Analytical skills

Problem solving

Communication

Financial analysis

Education

University/College education in Finance, Accounting, Commerce or Business

Business/accounting designation (MBA/CFA/CMA/CGA/CA)

Tools

MS Excel

PowerPoint

Hyperion

Job description

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Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line Of Business:

Finance

Pay Details:

$76,800 - $115,200 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.

Job Description:

Department Overview

The Wealth Management Support Finance team works closely with the Wealth National Office LOB, while also supporting the three revenue generating LOBs in Wealth (Direct Investing, Advice and Asset Management) and TDBG’s centralized financial expertise (e.g., Chief Accountant’s Group, Performance Management & Insights, Enterprise Strategy & Decision Support, Finance Operations, etc.) to provide quality expertise and advice to the Wealth Management business, including: business planning, financial analysis, measurement, valuation, and risk assessment, consistent with overall TDBG’s financial strategy and objectives.

As Part Of TD Wealth Finance, The Wealth Management Support Finance Team Provides Dedicated Finance Support To Wealth National Office And Head Office Covering 1500+ Employees. Key Responsibilities Of The Team Include:

• Management reporting and forecasting/planning of expenses and analytics in support of the business partners
• Project governance, business case support and analytics for Pan Wealth projects.
• Monitoring and reporting on Pan Wealth expense management initiatives
• Allocation of expenses (actual and forecast) and providing monthly/quarterly reporting and analytics to lines of business
  
  

Job Description

The Senior Finance Analyst will report to the Senior Group Manager, Wealth Finance. The position is responsible for developing and providing financial support to the Wealth National Office and other support pillars, specifically in planning, forecasting and management reporting.

The successful candidate must have strong financial skills and a solid understanding of accounting principles. Familiarity with TDBG financial systems (specifically the mechanics of forecast/planning in Hyperion) is a strong asset, as is experience in the Wealth Management industry.

The role has a number of accountabilities which include, but are not limited to the following:

• Participate in the developing annual Plan and quarterly forecasting with drivers-based analytics, insightful and relevant commentary
• Be a leader in planning and forecasting by further building process excellence through ongoing process improvements and quality enhancements
• Conduct analysis of forecast results and broader trends to provide a reasonable view of the future of the business with advice to improve decision making
• Proactive in identifying issues, risks and opportunity and recommend actions to senior management
• Provide value-added financial analysis and advisory support to business partners to develop and execute strategic plans and provide support on ad hoc requests for business analysis. This includes the preparation of presentation decks to senior management, financial analysis, and business cases, and conducting Finance presentations to business partners as required
• Effective interaction with the various stakeholders; ensuring well communicated and achievable timelines; and ensure Enterprise submission deadlines are met
• Be agile and problem solve in response to deviations to timelines and changing requirements
• Develop and maintain relationships with business / finance partners and other stakeholders; Effective interaction with the various stakeholders to ensure accuracy and to minimize duplication
• Develop financial planning models that easy to use, understand and analyze that are dynamic and able to handle ever changing business needs
• Participate fully as a member of the Wealth Finance team, promote team effectiveness, and contribute to a positive work environment.
• Exhibiting high degree of professionalism, passion for the business and
• intellectual curiosity to drive continuous improvement in quality of deliverables and contribution of value-added analyses to Wealth Senior Management and Finance partners
• Provide support and/or lead ad hoc projects as necessary
  
  

Requirements

• University/College education with a focus on Finance, Accounting, Commerce or Business
• Business and/or accounting designation (MBA/CFA/CMA/CGA/CA) would be an asset
• Understanding of TD Wealth business would be an asset
• Hyperion 11 SmartView, EPM, OAC, would be an asset
• Proficiency and experience in MS Excel and PowerPoint
  
  

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.
• Excellent aptitude for systems and technology
• Ability to challenge the status quo
• The ability to be a highly motivated team player who can work with others within and outside the group
• Exhibiting high degree of professionalism, passion for the business and intellectual curiosity to drive continuous improvement in quality of deliverables and contribution of value added analyses to Wealth Senior Management and Finance partners
• Experience developing high quality executive level reporting packages
• The ability to build and maintain strong relationships with business partners including senior executives.
  
  

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.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

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.

We look forward to hearing from you!

Language Requirement (Quebec Only):

Sans Objet

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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