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
CPB Finance (Canadian Personal Banking) is responsible for delivery of performance reporting insights, financial analyses, forecasting, planning and expense allocation activities. The team's mandate includes working closely with business and finance partners on value-add analysis, informing strategy discussions with relevant financial implications, preparation of business cases, providing advice and effective challenge as well as development of metrics to monitor benefit/value realization and productivity initiatives.
Job Description
The TD Insurance Contact Center (TDI GIAC) Senior Financial Analyst is responsible for delivering financial analysis, strategic advice, and leadership support to the TDI GIAC team. This role includes owning TDI GIAC monthly and quarterly financial results reporting and analysis, managing TDI GIAC planning and forecasting cycles, and providing ad-hoc financial support as needed. Additionally, the Senior Financial Analyst assists NACO, CPB Finance, and TDI Finance teams, ensuring comprehensive financial oversight and collaboration across functions.
The successful candidate is a self-starter who offers working solutions to business partners/peers/management with a focus on continuous process improvement, effectively supporting the needs of our business partners, and team building.
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The role has several key accountabilities which include, but are not limited to, the following:
- Provide comprehensive financial results reporting and analysis for monthly and quarterly results packages, as well as for planning and forecasting cycles.
- Lead planning and forecasting activities in support of TDI GIAC teams, including the development and implementation of new financial models, methodologies, and frameworks as required.
- Support business case and scenario analysis to understand the impact of productivity enhancements on key cost drivers.
- Deliver decision-making support for business initiatives, ensuring all financial and accounting considerations are addressed and engaging stakeholders as necessary.
- Conduct financial and strategic analysis for senior executive and management teams by consolidating data from various financial sources and transforming it into actionable recommendations.
- Provide thought leadership and drive a continuous process improvement mindset
- Perform regular and ad hoc analysis of financial results and other relevant data to generate insights, develop strategic options, and support recommendations.
- Collaborate closely with partners across Finance and other businesses in TD Insurance to draw upon organizational resources to deliver results
- Serve as a subject matter expert, while demonstrating a holistic viewpoint, on key components of the TD Insurance Contact Center (TDI GIAC) P&L
- Offer leadership, expertise, and guidance to TDI GIAC leadership on a wide range of financial topics, providing recommendations to enhance the business’s economic value.
- Provide leadership and support to the CPB and TDI Finance teams, fostering a positive and rewarding work environment
Job Requirements
- Prior relevant experience in Management Reporting / Financial Planning and Analysis
- Ability to manage deadlines, multiple tasks, be flexible and adapt well to changing priorities and ad-hoc requests in an environment with tight deadlines
- Highly motivated / enthusiastic individual, who can ‘get things done’ in an organized and customer focused manner under pressure
- Highly customer-focused with a desire to identify and satisfy customer requirements
- Strong business acumen and organizational awareness
- Ability to work independently – project confidence and be able to perform deliverables with minimal oversight to determine where value can best be added
- Teamwork/Relationship Management – ability to work effectively in teams as this role interfaces with a broad range of stakeholders
- Communication skills – be a confident, transparent, and concise communicator (verbal and written)
- Exhibit a high degree of professionalism and a passion for the business that delivers results.
- Good knowledge of TD Finance systems (e.g. Hyperion EMRS/OBI) and solid understanding of accounting and management reporting principles
- Strong proficiency in MS Office applications (particularly Excel and PowerPoint); knowledge of Tableau, Power BI or Alteryx is an asset
- Strong financial acumen with exceptional analytical skills – ability to quickly absorb information on a variety of complex issues (financial and non-financial), provide insights on key issues and prepare presentations
Education/Accreditations:
- Undergraduate degree in business, or related field
- Financial designation (such as CPA, CFA) or MBA is considered 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 mea
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