Senior Finance Analyst
Role Overview
The Senior Financial Analyst reports to the Senior Manager, CIB Finance and supports RevByDeal reporting, client financial requests, and business insights.
The role analyzes client revenue and profitability, including RAROC, to inform decisions that drive profitable growth.
Key Skills for This Role
Full Job Posting
Role overview
The Senior Financial Analyst reports to the Senior Manager, CIB Finance and supports RevByDeal reporting, client financial requests, and business insights.
The role analyzes client revenue and profitability, including RAROC, to inform decisions that drive profitable growth.
Key responsibilities
- Prepare the monthly RevByDeal database using thousands of transactions from approximately 20 data sources.
- Investigate variances with Front Office, including missing transactions, revenue recognition timing, and transaction classification.
- Advise the business on client revenue and profitability; develop reporting on revenue and pipeline trends across industries, products, and clients.
- Support testing and review of client and revenue data in new systems.
- Work with stakeholders across Front Office, Accounting, Finance Operations, Capital Reporting, and other groups; respond to ad hoc client financial requests.
Requirements
- Independent critical thinker who can solve complex issues and manage tight timelines and multiple deliverables.
- Strong attention to detail and awareness of downstream effects of data points on processes and reports.
- Excellent written and verbal communication skills.
- Solid understanding of wholesale banking products, strong Excel knowledge, and experience with large volumes of data.
- Undergraduate degree in business.
- An MBA, CFA, or CPA is preferred; working knowledge of Alteryx and Tableau is an asset. Familiarity with TD reporting systems or processes is also an asset.
Workplace and schedule
- Work activities combine collaborative work and individual deliverables.
- Colleagues are expected to work onsite four days a week; office attendance may vary with business needs.
- Listed working hours are 37.5.
Compensation
- Pay range is CAD $81,600–$115,200. The posting does not specify a salary payment cadence.
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