Senior Analyst Financial Planning & Analysis

Work Location:

Hours:

Line of Business:

Pay Detail:

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:

Overview

This FP&A position requires someone with excellent analytical and technical skills with the ability to recognize issues and take practical corrective action. Proven skills in handling multiple tasks and working within specified timelines are required. The candidate must possess excellent business acumen and be able to develop positive working relationships with the areas supported.

Position Overview

• This is a core FP&A role requiring prior hands-on FP&A experience, including planning, forecasting, and performance management in a complex financial services or capital markets environment.

• Oversee the reporting and analysis for monthly and quarterly operating results, including management reporting, planning, forecasting, and productivity analysis.

• Work closely with senior business heads and desk leads to compile the Annual Plan and rolling Forecasts, ensuring alignment between business strategy, financial targets, and resource allocation.

• Provide insightful, forward-looking financial analysis and commentary to Senior Management, clearly explaining performance drivers, risks, and opportunities.

• Draft CEO- and Board-ready materials, including executive summaries, financial commentary, and speaking notes for Board and senior management presentations; strong written and verbal communication skills are essential.

• Assist in the development and review of presentation materials intended for Executives and the Board, translating complex financial information into clear, concise messages.

• Proactively identify business opportunities and risks warranting further analysis and support business partners in addressing financial challenges.

• Develop and maintain strong working relationships with Business Partners, Segment Finance, and other key stakeholders.

Specific Requirements / Accreditations:                     

• Undergraduate degree

• 5+ years of relevant experience

• Accounting designation required (e.g., CPA, CMA.)

• Prior hands-on FP&A experience, including planning, forecasting, and performance management in a complex financial services or capital markets environment.

• Experience drafting senior executive-ready decks, performance commentary.

• Proven ability to develop and maintain relationships with business partners.

• Strong comfort level in presenting to executives.

• High level of proficiency in Excel, Word, and PowerPoint.

• Understanding of the Bank’s management and financial reporting processes, and knowledge of the Bank’s financial reporting system and latest tools (including Hyperion, Power BI, and Tableau.)

• Demonstrates excellent judgment and professionalism when dealing with various internal partners.

• Proven analytical and problem-solving skills.

• Ability to proactively follow up on identified issues and work toward resolution.

• Must be able to think conceptually (“out-of-the-box”) and have a high degree of attention for detail.

• Proficient in time management and demonstrated adaptability when changes are required.

• Must be able to work with minimal supervision in an unstructured and fast-paced environment.

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 strive to make every interaction, product and experience remarkably human and refreshingly simple.  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. 

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 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. 

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 meaningful impact.  

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
 

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

TD Bank is an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected].  Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.