Finance Ops Analyst III

仕事内容

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Department Overview

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 • 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

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


Job Description
• 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
• 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
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 Advanced knowledge and understanding of the operating environment, business processes and procedures, and transaction lifecycle for own area (e.g., processing environment, applications, software, hardware, products)
• Experienced level of the role with general business and operational knowledge or related skills required
• Ability to execute on ad-hoc non-routine requests
• Identifies and investigates non-standard operational / reporting / process issues
• Provides recommendations or escalates issues to appropriate area
• Provides regular analysis and/or reporting to support business partners, functional areas or centres of expertise• Requires working professional level knowledge of the functional area and/or business areas supported
• Moderate level of complexity in operational / reporting / process and/or analysis function requiring a short to medium term focus
• May operate as a working lead on initiatives as assigned• May represents the group as a project lead on projects / initiatives and/or at meetings across the organization.
• Provide training to others on best practices, processes, etc. as well as guide junior staff for the completion of business as usual functions
• Generally reports to Manager or above High School diploma

Job Requirements
• Undergraduate degree/ college diploma preferred 4+ 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 [People Manager roles L10 & L11]
• Demonstrated skills in conflict resolution, strong intuitive judgment and negotiation/influencing skills, flexibility and adaptability to changing priorities in a fast-paced environment, along with a strong consultative approach
• Skill in collecting, organizing and analyzing complex or technical data
• Skill in using logic and reasoning to identify the strengths and weaknesses of alternative situations, conclusions or approaches to problems
• Skill in active learning by understanding the implications of new information for both current and future problem solving and decision making
• Skill in identifying complex problems and reviewing related information to develop and evaluate options and implement solutions
• Skill in decision making by considering relative costs and benefits of potential actions and choosing the most appropriate option
• Ability to determine which issues to escalate versus to resolve independently, and provide suggestions for possible resolution
• Ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events)
• Ability to evaluate documents for accuracy and legal conformance
• Ability to anticipate and diffuse problems before they occur
• Ability to conduct short-range and long-range business planning
• Ability to develop objectives, evaluate effectiveness and assess needs
• Ability to recognize, analyze and solve a variety of problems
• Ability to identify problems, evaluate alternatives and implement effective solutions
• Ability to implement new systems and procedures and to evaluate their effectiveness
• Ability to problem solve a variety of situations
• Ability to contribute to strategic direction of the function and provide advice to senior leadership
• Ability to think strategically and possess strong business acumen • Responsible for management of the overall team providing both leadership and guidance
• Set targets and objectives for the team, and deliver results
• Grow team expertise to align with business/enterprise demand and direction; assess team skills and capabilities and continually look for ways to provide and enhance the value delivered
• Lead a high performing team; provide on-going feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and completed for all employees
• Lead the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
• Manage employees in compliance with all human resources policies, procedures and guidelines of conduct
• Share knowledge, information, skills, and subject matter expertise among the team and ensure the timely communication of issues and encourage good working relationships with other functions and teams
• Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes
• Recruit for all hires to ensure a highly diverse, qualified workforce to achieve business objectives
• Establish and foster a cohesive team; promote a fair and equitable environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
• Act as a brand ambassador for your business area/function and the bank, both internally and/or externally



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

EXPERIENCE AND / OR EDUCATION High School diploma
• 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

Inclusiveness

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.