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KEY ACCOUNTABILITIES

CUSTOMER

• Provide financial analysis and/or advanced general finance / accounting or related operational support as assigned
• Understand business partner / department objectives and contribute to the achievement of performance / financial objectives by recommending appropriate action to management based on analysis and review of results within scope of own area
• Analyze financial performance against benchmarks and reconcile variances and/or research and explain findings / issues to department or business management
• Coordinate and/or execute on internal and external finance / research projects, audits and/or reporting processes as directed
• Support the collection of meaningful data and/or research, coordinating efforts with various finance areas
• Provide accurate and thorough data analysis for own area, interpret findings and make recommendations, and identify and refer complex issues / situations beyond own level of expertise
• Act as a key Finance Support resource / specialist or representative for own functional unit by providing technical subject matter expertise / analysis or operational process support
• Act as conduit / coordinator / facilitator bringing in appropriate partners / expertise on key operational issues / initiatives
• Provide accurate and thorough analysis of key process drivers, root or systemic causes of cross functional operational issues, interpret findings and make recommendations for improvement
• Identify, document, investigate processes / exceptions arising from transactions / processes beyond 1st level operations service delivery and resolve escalated matters and refer complex issues / situations beyond own level of expertise
• Develop and execute on reporting functions and/or produce consolidated or aggregated reporting as appropriate
• Manage relationships with customers and other areas of TD Finance

SHAREHOLDER

• Prioritize and manage own workload to meet SLA requirements for service and productivity
• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
• Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
• Conduct 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
• Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists
• Acquire and apply expertise in the discipline, provide guidance, assistance and direction to others
• Identify, recommend and effectively execute standard practices applicable to the discipline
• Adhere to internal policies/procedures and applicable regulatory guidelines
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
• Maintain 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

• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
• Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
• Participate in personal performance management and development activities, including cross training within own team
• Keep 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
• Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand champion for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH

• Sound knowledge and understanding of the operating environment, business process and procedures, and transaction lifecycle for own area (e.g., processing environment, applications, software, hardware, products)
• Sound level knowledge with some form of related training and/or related experience or skills
• Ability to execute on routine requests
• Identifies key operational / reporting / process issues for own area
• Provides thorough analysis and/or specialized reporting or operational/process support
• Requires general understanding of the overall function and/or businesses supported
• Some complexity in operational / reporting / process and/or analysis function generally requiring a short term focus
• May lead small scale initiatives or work stream packages for assigned area
• Completes work within specifically defined parameters with guidance / direction from management as necessary
• Generally reports to Team Leader or Manager

EXPERIENCE & EDUCATION

• High School diploma
• Undergraduate degree/ college diploma preferred
• 3+ years relevant experience

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.