Financial Analyst III

22 hours ago


Cherry Hill, New Jersey, United States TD Bank, N.A. Full time
Job Summary

The Financial Analyst III provides planning, forecasting, reporting, and financial analysis support for assigned lines of business and/or at the total segment level under the guidance of financial management. In addition, the Financial Analyst III provides highly specialized financial consulting and analytical support at the assigned line(s) of business or total segment level, identifying key emerging financial trends, measuring key performance metrics and success factors, line of business and total segment financial target setting and measurement, capital budget and key initiative evaluation and planning, cost and product profitability analyses, specialized reporting, and support for special projects.

Key Responsibilities
  • Conducts complex analysis as it applies to the area of responsibility
  • Understands the whole financial function and the key business areas supported
  • Focus is on one or more components of results that have greater complexity (e.g., Expenses, Revenue, Volumes) or on complete results for a single line of business
  • May lead activities of a unit, assigning, prioritizing, and monitoring work
  • May resolve escalated issues and problems by conferring with staff
  • May provide training and mentoring for new and less experienced staff
  • Provides financial, analytical, planning, and forecasting expertise to assist in the development and completion of projects
  • May develop specialized analytical tools for project or ongoing use
  • May develop conclusions and courses of action to rectify discrepancies as well as analyses
  • Develops and analyzes key metric and plan variances and related information
  • May provide cost and product analyses
  • Develops analyses of performance and predictive data
  • Compiles and generates ad-hoc analytical reports
  • May develop financial analytical and forecasting models to test assumptions and predict results of business initiatives
  • May lead additional research efforts, applying expertise in financial analysis
  • May research and review details of business operating metrics and actively seeks to identify and promote new opportunities or products
Requirements
  • Bachelor's degree or progressive work experience in addition to experience below
  • 5-7 years related experience required
  • In-depth knowledge of financial analysis, financial model-building, and interpretive statistics
  • Ability to successfully plan, develop, lead, and execute projects
  • Ability to effectively interpret, select appropriate techniques, take independent action, communicate, and follow-through
  • Strong communications skills, both written and verbal
  • Strong interpersonal and consultative communication skills with well-developed presentation skills
  • Ability to manage competing priorities effectively, making good decisions based on business priorities and objectives
  • Practical knowledge of financial analysis techniques and methodologies
  • Ability to employ complex analytical tools and statistics to perform analysis and forecasting of financial and other business information
  • Knowledge and understanding of budgeting and forecasting processes
  • Knowledge of accounting and the associated rules and regulations
Preferred Qualifications
  • Experience supporting governance and control activities in Treasury, Change Management, Risk Management, Internal Control testing
  • Attention to detail, ability to prioritize, strong organizational skills, quality assurance, and ability to partner with stakeholders are preferred skills associated with this role

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