Senior Financial Analyst

2 weeks ago

Laurel, Montana, United States TD Full time

Work Location:
Mount Laurel, New Jersey

Hours: 40

Compensation Details:
$86, $139,360.00 USD

TD is dedicated to ensuring fair and equitable compensation for all employees. The salary range for this position considers various factors in compensation decisions.

The actual base pay offered may differ based on the candidate's skills, experience, job-related knowledge, licensure and certifications, geographic location, and specific business needs.


Business Division:
Finance

Position Overview:

Department Insight:

This role is responsible for consolidating financial data at the funding envelope level, critically reviewing monthly project forecasts, and identifying spending patterns and themes.


The Senior Financial Analyst provides comprehensive planning, forecasting, reporting, and financial analysis support for designated business lines and/or at the overall segment level under the supervision of financial management.

Additionally, the Senior Financial Analyst offers specialized financial consulting and analytical support at the assigned business lines or total segment level, pinpointing key financial trends, measuring performance metrics, setting financial targets, evaluating capital budgets, and conducting profitability analyses.


Responsibilities & Scope:
Manages the financial processes relevant to the area of responsibility

Possesses a thorough understanding of the finance function and the primary business areas supported

May involve integration of 1-2 functions and/or business lines

Focuses on complex and/or specialized analyses over a yearly timeframe

Leads unit activities, assigning, prioritizing, and monitoring tasks

Provides training and mentorship for new and less experienced staff

Delivers financial, analytical, planning, and forecasting expertise to support project development and completion

Creates specialized analytical tools for project or ongoing use

May oversee the development of conclusions and action plans to address discrepancies, along with analyses for management decision-making

Offers planning, forecasting, and financial analysis support

Develops and assesses key metrics and plan variances

Conducts cost and product analyses

Generates performance and predictive data analyses

Compiles and produces ad-hoc analytical reports

Creates financial analytical and forecasting models to test assumptions and predict business initiative outcomes

Leads additional research efforts, applying financial analysis expertise

Investigates and reviews business operating metrics, actively seeking to identify and promote new opportunities or products

Qualifications & Experience:
Bachelor's degree or equivalent progressive work experience

7+ years of relevant experience

Knowledge of accounting principles, including FASB and GAAP regulations, particularly in assigned business lines

Curious and observant, with a willingness to delve into details of assigned business lines/accounts

Strong analytical and problem-solving capabilities

Proactive, with the ability to gather necessary information and influence others tactfully without direct authority

Relationship management skills, capable of developing strong client relationships

Effective communication skills, able to clearly present and explain numerical information and required accounting treatments

Proficient in PC skills, including knowledge of accounting software applications

Ability to analyze complex transactions requiring judgment

Physical Requirements:
Domestic Travel – Occasional

International Travel – Never

Performing sedentary work – Continuous

Performing multiple tasks – Continuous

Operating standard office equipment - Continuous

Responding quickly to sounds – Occasional

Sitting – Continuous

Standing – Occasional

Walking – Occasional

Moving safely in confined spaces – Occasional

Lifting/Carrying (under 25 lbs.) – Occasional

Lifting/Carrying (over 25 lbs.) – Never

Squatting – Occasional

Bending – Occasional

Kneeling – Never

Crawling – Never

Climbing – Never

Reaching overhead – Never

Reaching forward – Occasional

Pushing – Never

Pulling – Never

Twisting – Never

Concentrating for long periods of time – Continuous

Applying common sense to deal with problems involving standardized situations – Continuous

Reading, writing, and comprehending instructions – Continuous

Adding, subtracting, multiplying, and dividing – Continuous


The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this role.

They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. The listed responsibilities & duties are considered essential functions for ADA purposes.

About TD:


TD is among the world's leading global financial institutions and ranks as the fifth largest bank in North America by branches/stores.

We deliver exceptional customer experiences to over 27 million households and businesses across Canada, the United States, and globally.

With more than 95,000 TD colleagues, we leverage our skills, talent, and creativity to serve our customers and support the economies we operate in.

Guided by our vision to Be the Better Bank, we aim to enrich the lives of our customers, communities, and colleagues.


TD is committed to being a leader in customer experience, believing that all colleagues, regardless of their role, contribute to customer satisfaction.

As we grow our business and execute our strategy, we innovate to enhance customer experiences and build capabilities for the future of banking.

Whether you have extensive banking experience or are just beginning your career in financial services, we can help you realize your potential.

Through ongoing leadership and development conversations, mentorship, and training programs, we support you in achieving your goals. Our organization is continuously evolving – and so will you.

Our Total Rewards Package

Our Total Rewards package reflects our investment in our colleagues, helping them and their families achieve their financial, physical, and mental well-being goals.

Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) along with several key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and recognition.


Additional Information:
We appreciate your interest in building a career with TD.

Through regular development conversations, training programs, and a competitive benefits plan, we are committed to providing the support our colleagues need to thrive both professionally and personally.

Colleague Development

If you are interested in a specific career path or wish to develop certain skills, we are here to help you succeed.

You will have regular career, development, and performance discussions with your manager, as well as access to an online learning platform and various mentoring programs to help you unlock future opportunities.

Whether you are passionate about assisting customers or want to inspire and coach your colleagues, there are numerous career paths within TD – and we are dedicated to helping you identify opportunities that align with your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure you have everything you need to excel in your new role.

Interview Process
We will contact candidates of interest to arrange an interview. We strive to communicate outcomes to all applicants via email or phone call.

Accommodation

If you are an applicant with a disability and require accommodations to complete the application process, please reach out to the TD Bank US Workplace Accommodations Program.

Include your full name, preferred contact method, and the accommodation needed to assist you with the application process.


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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