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Sr. Specialized Finance Analyst, TDS (US) - Product Control
Td · Lake Mary, Florida
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Work Location : Lake Mary, Florida, United States of America Hours: 40 Line of Business: TD Securities Pay Detail: $100,000 - $125,000
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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: Accountant Position Job Functions
- Perform routine reconciliation between sub ledger and general ledger, ensuring accurate alignment and integrity of financial data across multiple accounts.
- Conduct month-end balance sheet reconciliations, identifying and resolving discrepancies to support timely and reliable financial reporting.
- Support the accounting team by assisting with internal and external audit requests as needed
- Assist with ad-hoc projects as assigned, including process improvement initiatives and special analyses to meet departmental objectives. Qualifications
- Bachelor’s degree in accounting or finance is required.
- Preferred candidates will have one to two or more years of accounting experience.
- Demonstrated understanding of the month-end close process as well as balance sheet reconciliations.
- Advanced skills in spreadsheet applications combined with strong analytical abilities.
- Ability to work effectively within a team, showing initiative, a positive attitude, and a strong work ethic.
- Organized, self-motivated, and attentive to detail, with a focus on meeting deadlines.
- Working knowledge of the finance industry is preferred. ____________________________________________________________ The Sr. Specialized Finance Analyst, TDS performs a variety of specialized finance functions in a particular finance area(s) with a high level of technical knowledge to give detailed and well-informed opinions of assigned business activities. Depth & Scope:
- Expert level professional role requiring in-depth knowledge / expertise in own domain / field of specialty and working knowledge of broader related areas
- Integrates the broader organizational context into advice and solutions within own area
- Accountable for own work and sometimes others; acts as an escalation point or knowledge resource for others in their own area
- Understands the industry, competition and the factors that differentiate the organization
- Applies best practices to implement process, product or service improvements
- Acts as a subject matter expert within their own area of specialty or a resource for others
- Supports projects or workstreams within broader projects with moderate risk or complexity and may be accountable for managing ongoing activities, processes and functional programs
- Contributes to setting standards within area of expertise
- Solves complex problems requiring analysis of multiple variables, including consultation with multiple stakeholders
- Uses advanced methods to contribute to new solutions and recommend standards against which others will operate
- Impacts a range of finance programs across own and related teams
- Interprets guidelines, standards, policies and results of analysis to inform decision making at senior levels
- Builds stakeholder alignment in leading projects and activities; may provide process and subject matter advice at senior levels
- Works independently as the senior technical lead and guides others within area of expertise
- Identifies and leads problem resolution for complex issues at all levels Education & Experience:
- Undergraduate degree and/or
- 5+ years of 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
- Provides ongoing, proactive, specialized finance advice and counsel to business partners to ensure they are operating efficiently under applicable accounting rules and regulations
- Communicates and meets regularly with partners to develop an in-depth understanding of their business and to provide accounting/ taxation insight, knowledge and expertise, such as improving accounting process flows or clarifying income and expense recognition practices
- Recognizes, identifies and investigates business accounting issues that need attention, research as needed, offer specialized opinions based on research and knowledge and resolve problems
- Responds to accounting-related requests on a timely basis and answers questions as needed.
- Provides technical guidance and assist staff with most complex aspects of work as necessary
- Resolves escalated issues and problems by conferring with peers, other internal departments, outside contacts and others as necessary
- Ensures monthly recording of income, expense and other financial transactions is accurate and timely
- Researches and determines proper accounting treatment for new products and services as needed and communicate complete, thorough and accurate accounting requirements; considers and explains risk management issues prior to implementation, such as determining how the accounting of new initiatives will be monitored and controlled
- Performs a variety of activities related to month-end financial closing, which details the Bank's month-to-month financial condition, and/or completion of regulatory reports
- Reviews monthly financial activity and ensures transactions are appropriately recorded in proper accounts, such as cost capitalizing vs. expensing. Researches discrepancies and makes corrections and updates as necessary Shareholder Accountabilities:
- Adheres to enterprise frameworks or methodologies that relate to activities for our business area
- Ensures respective programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities
- Consistently exercisse discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
- Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
- Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations
- Conducts internal and external research projects; supports the development/ delivery of presentations / communications to management or broader audience
- Conducts 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 assesses efficiency levels within own function and implements continuous process / performance improvements where opportunities exist
- Leads / facilitates and/or implements actions / remediation plans to address performance / risk /governance issues
- Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
- 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 appeti