Senior Finance Manager (US) - FP&A

Work Location: Mount Laurel, New Jersey, United States of America. Hours: 40 per week.

About the Role

The US Financial Planning & Analysis (FP&A) team helps the bank make informed financial decisions and plan for future growth. The team is responsible for budgeting, forecasting, long-term planning, and financial reporting across the organization. By turning financial data into clear insights, FP&A helps leaders understand performance, identify opportunities, manage risks, and make decisions that support the bank’s goals.

The Senior Finance Manager provides a range of strategic Finance advice, analysis, and support for key business areas/portfolios as assigned. This role proactively manages senior relationships to provide seasoned and deep business insights, decision support, and guidance while working closely with various stakeholders and team members.

Responsibilities

• Work closely with business partners to gain a deep understanding of the business and relevant objectives to contribute to the strategic direction of the respective business and/or enterprise.
• Formulate relevant and meaningful data analysis through comprehensive data visualization tools, profiling tools, segmentation, and advanced modeling and analytics.
• Lead the interpretation of complex business issues, generate multifaceted insights, and identify opportunities to drive business growth or address business/enterprise needs.
• Effectively communicate relevant and meaningful recommendations on finance management issues or related operational processes to all levels within the organization.
• Act as a subject matter expert for the Line of Business (LOB) Finance area supported and provide guidance, advice, and recommendations to support dealings with internal/external partners.
• Identify and develop key business performance measures or metrics for the area and ensure benchmark/best practice information is shared with appropriate parties.
• Maximize shareholder value by developing key strategies/tactics for the unit and conducting business and/or financial analysis to support key business decisions.
• Leverage advanced data and analytics to provide business leaders with comprehensive information for strategic decision support.
• Develop and/or assess significant business cases/new initiatives, applying expertise to ensure criteria for the area are met (e.g., taxation, accounting practices, forecasted rates of return).
• Proactively partner with and support the business to develop financial, operational, or organizational strategy for the organization.
• Ensure alignment between business segment and enterprise goals/thresholds.
• Provide strategic insights and propose solutions that deliver superior risk-adjusted profitability for supported organizations.
• Create "story-telling" presentations on business performance, including competitive analysis.
• Act as a catalyst in driving forward initiatives critical to delivering strategy.
• Develop and implement growth strategies.
• Partner with the business to develop financial plans and forecasts.
• Apply management-level focus to ensure respective programs/policies/practices are well-managed and meet business needs.
• Lead the development/implementation of new financial models, operating service standards, methodologies, frameworks, and paradigms.
• Synthesize complex and vast amounts of information and translate them into actionable insights and strategy.
• Monitor and analyze financial performance, acting as custodians of cost.
• Ensure business operations comply with applicable internal and external requirements (e.g., financial controls, segregation of duties, transaction approvals).
• Participate in cross-functional/enterprise initiatives as a subject matter expert to identify risk and provide guidance for complex situations.
• Conduct internal and external research projects and support the development/delivery of presentations/communications to management or broader audiences.
• Conduct meaningful analysis at the functional or enterprise level, using results to draw conclusions, make recommendations, and assess effectiveness.
• Monitor service, productivity, and efficiency levels within the function and implement continuous process/performance improvements.
• Identify, recommend, and support the implementation of actions/remediation plans to address performance, risk, or governance issues.
• Actively manage relationships within and across various business lines, corporate, and/or control functions to ensure alignment with enterprise and regulatory requirements.
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.
• Maintain a culture of risk-based management and control, supported by effective processes aligned with risk appetite.

Team Accountabilities

• Participate fully as a team member, supporting a positive work environment that promotes service to the business, quality, innovation, and teamwork.
• Provide thought leadership and/or industry knowledge for the area of expertise and participate in knowledge transfer within the team and business unit.
• Stay 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 the team.
• Keep others informed and up-to-date about the status/progress of projects and relevant day-to-day activities.
• Contribute to team development of skills and capabilities through mentorship, sharing knowledge, and leveraging best practices.
• Lead, motivate, and develop relationships with internal and external business partners/stakeholders to foster productive working relationships.
• Contribute to a fair, positive, and equitable environment that supports a diverse workforce.
• Act as a brand ambassador for the business area/function and the bank, both internally and externally.

Requirements

• Undergraduate degree.
• 10+ years of experience in Accounting or Finance.
• Financial designation (e.g., CPA) preferred.
• Legal entity and accounting experience.
• Experience with process improvement.
• FP&A experience.
• Management reporting and strong executive communication skills.

Pay

Base pay range: $115,440 - $173,160 USD. TD is committed to providing fair and equitable compensation opportunities. The base pay offered may vary based on skills, experience, job-related knowledge, geographic location, and other business and organizational needs.

Benefits

Our Total Rewards package reflects investments in colleagues to help them and their families achieve financial, physical, and mental well-being goals. It includes:

• Base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards).
• Health and well-being benefits.
• Savings and retirement plans.

Physical Requirements

• Never (0%): International travel, lifting/carrying over 25 lbs., kneeling, crawling, climbing, reaching overhead, pushing, pulling.
• Occasional (1-33%): Domestic travel, responding quickly to sounds, standing, walking, moving safely in confined spaces, lifting/carrying under 25 lbs., squatting, bending, reaching forward, twisting.
• Frequent (34-66%): N/A
• Continuous (67-100%): Performing sedentary work, performing multiple tasks, operating standard office equipment, sitting, concentrating for long periods, applying common sense to standardized problems, reading/writing/comprehending instructions, adding/subtracting/multiplying/dividing.