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Specialized Finance Analyst (US)
Specialized Finance Analyst (US)TD Bank • Greenville, SC, US
Specialized Finance Analyst (US)

Specialized Finance Analyst (US)

TD Bank • Greenville, SC, US
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Specialized Finance Analyst

The Specialized Finance Analyst performs a variety of specialized finance functions in a particular finance area(s) on an entry-level basis.

Depth & Scope :

  • Experienced working professional role providing specialized business services, advisory or processes / program support within their own area of specialty
  • 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 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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

    TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals

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    Finance Analyst • Greenville, SC, US

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