Developing Investment Advisor at TD Wealth providing customized wealth advice for high - net - worth clients. Responsibilities include relationship building, strategizing financial solutions, and client management.
About the role
- Senior Finance Analyst providing financial insights and reporting for corporate profitability. Hybrid role requiring collaboration and timely delivery of budgets and variance analysis.
Responsibilities
- Timely provision of accurate financials and variance analysis to ICS finance team for monthly actuals and forecasts plus annual budgets and multi-year strategic plans.
- Partner with the Financial Accounting team to assist with the month-end close to ensure the financials are reported accurately.
- Build and manage relationships with business partners across multiple functional teams to analyze financial performance.
- Ensure accurate forecasting and planning including variance identification and analysis through detailed tracking of Product revenue.
Requirements
- 1-3 years’ experience within FP&A or Accounting in a multi-national environment.
- Strong Excel skills required to V-Lookup and Pivot Table level and ability to manipulate large data sets to analyze trends.
- Experience in using IBM Cognos and Microsoft Office and preferably also PowerBI (desirable but not essential).
- Excellent written and communication skills.
- Ability to handle multiple demands and competing priorities.
Benefits
- Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.
- Paid time off
- Flexible working hours
- Professional development opportunities
- Bonus eligible
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Investment Advisor for TD Wealth providing holistic discovery and planning to high - net worth clients. Build client relationships and develop comprehensive wealth management strategies with expert support.
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