Finance Ops Analyst II

TD Bank - Dieppe, NB (30+ days ago)

Apply Now

Tell us your story. Don't go unnoticed. Explain why you're a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

Stay current and competitive. Carve out a career for yourself. Grow with us.

Department Overview

PRIMARY PURPOSE OF THE JOB Provides a broad range of analytical / advanced finance processing / reporting support and general accounting expertise. Roles may also provide related finance operational / initiative support as assigned.

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 • Lead a team to achieve business / operational objectives, maintain effective day-to-day operations and deliver quality service and transaction processing consistent with TD Finance business objectives
  • Lead a team of Operations Officers and/or Analysts which could be across multiple regions
  • Monitor service delivery against standards, implement action to ensure service deliverables are achieved consistently
  • Represent the team as the first point of escalation for customers / internal customers / business partners
  • Apply knowledge of TD Finance systems, processes and regulations in resolving escalated customer issues ensure communication with key stakeholders elsewhere in TD Finance
  • Develop and maintain working relationships with internal partners for the purposes of delivering optimal customer service
  • Ensure all required processing / activities are complete and accurate to meet targets for own area
  • Coach to ensure operations issues are handled appropriately and participate in the negotiation and resolution (including escalation) of significant internal and/or external partner issues
Job Description

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 • Supervise day-to-day operations / activities, balance workloads, ensure compliance to internal / external requirements and the achievement of service level standards and productivity targets
  • May lead an operational production support group and provide management with analysis of key process drivers, production gaps, root cause analysis of and performance and productions issues where applicable
  • Identify operational issues and recommend improvements, provide support during implementation and testing of new processes changes and/or technology that address production gaps
  • Resolve escalated matters and refer complex issues / situations beyond own level of expertise
  • Ensure adherence to operating standards and processes perform quality checks and validation of team members' work
  • Review and/or update procedures ensuring all functions and systems are well documented
  • Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists
  • Apply knowledge of TD Finance systems, products and services, and external requirements, in achieving efficiency and productivity objectives for the group
  • Ensure that Officers and Analysts understand how their work relates to or supports the activities of others outside of their function/unit
  • Recommend, implement and monitor the achievement of process enhancements Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area
Job Requirements

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 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 High School diploma
  • Undergraduate degree/ college diploma preferred 3+ years relevant experience Ability to exercise sound judgment in making decisions
  • Ability to analyze complex information and develop plans to address identified issues
  • Ability to establish goals and objectives that support the strategic plan
Additional Information

BREADTH & DEPTH: Top level team lead role involved in manage complex and/or highly specialized accounting and/or operational processes / transactions / activities characterized by multiple step transactions on various systems or works to support multiple business segments across numerous jurisdictions, dealing with higher volumes and/or issues resolving escalated or complex issues
  • Advanced knowledge of the business and operational functions supported
  • Work focus time horizon is generally medium term with minimal focus on strategic planning
  • Requires advanced process management knowledge and expert knowledge of the risk profile for team processes supported strong knowledge in identifying, tracking and resolving gaps
  • Acts as a team escalation contact for issues raised from other internal groups, partners and/or customers
  • Involves regular contact with cross-functional teams across TDBG or external contacts or customers
  • Generally reports to a Senior Manager or above
  • Undergraduate degree/ college diploma preferred 5+ years relevant experience and 3+ people supervisory experience Ability to establish goals and objectives [that support the strategic plan]
  • Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique and coordination of people and resources
  • Skill in mediation and dispute resolution
  • Skill in monitoring/assessing the performance of self and other individuals to make improvements or take corrective action
  • Skill in mentoring/coaching others [where applicable add performance management]
  • Skill in motivating, developing and directing people as they work
  • Skill in identifying the developmental needs of others and coaching, mentoring or helping others to improve their knowledge or skills
  • Ability to create and foster a cohesive team, and promote a positive work environment for all employees
  • Ability to effectively plan and delegate work to others
  • Ability to plan, assign and/or supervise work to others
  • Ability to train and supervise others

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.

Job Family

Finance Operations

Job Category - Primary

Finance / Accounting

Job Category(s)

Finance / Accounting



Business Line


Time Type

Full Time

Employment Type




**Province/State (Primary)

New Brunswick

City (Primary)


Work Location

43 Champlain Street (477 Paul St.)

Apply to job
Send to friend