New York, New York, USA
10 days ago
Finance Analyst

Work Location:

New York, New York, United States of America

Hours:

40

Line of Business:

TD Securities

Pay Detail:

$94,000 - $110,000 USD

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:

Depth & Scope:

Experienced working professional role providing specialized business services, advisory or processes / program support within their own area of speciality

Requires experienced, conceptual and practical knowledge within their own specialty and knowledge of broader related areas

Accountable for own work and sometimes others; acts as an escalation point or knowledge resource for others in their own area

May support projects or workstreams within broader projects with moderate risk or complexity and may be accountable for managing ongoing activities, processes and functional programs

Works within broad guidelines / policies and independently performs tasks from end to end

May be responsible for solving moderately complex problems by taking a new perspective on existing solutions

Exercises judgment based on the analysis of multiple sources of information

Conveys business context when providing guidance within field of specialty to internal or external stakeholders

Work performed under minimal management guidance and supervision

Identifies and leads problem resolution

Education & Experience:

Undergraduate degree and/or

3+ years relevant experience preferred

Accounting, financial or relevant professional designation preferred

Customer Accountabilities:

Specializes in particular areas according to established policies and procedures and applicable legal and regulatory guidelines

Communicates and meets regularly with partners to support and develop an understanding of their business

Responds to partner requests on a timely basis

Interacts with internal/external partners, organize meetings/ events or facilitate learning sessions/ presentations for dissemination of information

Identifies and implements opportunities for improvement to processes, controls, tools, fine tuning forms, tracking, reporting, etc. for the functions supported

Contributes to regular reports of the Bank's financial condition and/ or assigned regulatory reports (e.g., activities related to the month-end financial closing, which details the Bank's month-to-month financial condition)

Reviews assigned less complex monthly financial activity and ensure transactions are appropriately recorded in proper accounts

Researches discrepancies and makes corrections and updates as necessary

Coordinates and may lead policy related meetings / discussions and address any implementation issues / concerns

Supports the development, implementation and understanding of training material, reports, presentations and procedures for new policies and/or processes

Conducts impact assessments on employees when changes in policies/processes are proposed

Shareholder Accountabilities:

Contributes to various operational activities and processes as assigned

Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate

Be knowledgeable of practices and procedures within own area of responsibility and keeps abreast of emerging trends for own functional area

Protects the interests of the organization – identifies and manages risks, and escalates non-standard, high risk activities as necessary

Conducts internal and external research projects; support the development / delivery of presentations / communications to management or broader audience

Conducts reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices

Monitors service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist

Acquires and applies expertise in the discipline, provide guidance, assistance and direction to others

Identifies, recommends and effectively executes standard practices applicable to the discipline

Adheres to internal policies/procedures and applicable regulatory guidelines

Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts

Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite

May lead work streams by acting as a project lead / subject matter expert for small scale projects / initiatives in accordance with project management methodologies

Employee/Team Accountabilities:

Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest

Supports the team by continuously enhancing knowledge / expertise in own area and participates in knowledge transfer within the team and business unit

Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques

Participates in personal performance management and development activities, including cross training within own team

Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities

Contributes to the success of the team by willingly assisting others in the completion and performance of work activities; provides training and/or guidance as appropriate.

Contributes to a fair, positive and equitable environment that supports a diverse workforce

Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

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

Who We Are

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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 base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other 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 reward and recognition. 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.

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

If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you, 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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