Financial Planner at TD Wealth empowering mass affluent clients with tailored financial advice and support. Building strong client relationships while fostering business growth and collaboration.
About the role
- Financial Analyst providing financial analyses and reporting support for Payments Credit Risk & Collections. Focus on budgeting, forecasting, and collaboration with senior leaders.
Responsibilities
- Provide support for Payments Credit Risk & Collections by performing financial analyses across budgeting, forecasting, expense allocation, and business case development.
- Develop and maintain spreadsheets, financial models, and prepares management presentations used across all levels of leadership.
- Lead components of monthly, quarterly, and annual financial reporting cycles and provides ad‑hoc analysis to support decision‑making within the Payments Credit Risk & Collections organization.
- Research and resolve data issues within financial reporting systems while collaborating effectively with senior leaders and cross‑functional partners.
Requirements
- Bachelor's degree, or equivalent work experience
- Typically three or more years of related experience
- Working knowledge of financial analysis techniques and general accounting procedures
- Advanced MS PowerPoint, Excel and Essbase skills
- Result orientated, ability to recognize needs, solve problems, anticipate issues, and develop solutions using strong analytical, business and financial acumen
- Well-developed mathematical and analytical skills
- Thorough knowledge in financial analysis, forecasting, and planning
- Ability to identify and resolve exceptions and to analyze data
- Self-motivated, able to set priorities effectively, multi-task, pivot easily as priorities change and follow through to meet the demands of multiple constituencies.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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