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Finance Ops Analyst I

Company Overview

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Job Description


  • 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


  • 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



  • 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


  • Work within broad and/or non-standard parameters, involving multiple steps, systems, and jurisdictions and where there could be a lack of market standard/practice, referring to a more senior role when necessary
  • Highly proficient on products, end-to-end processes and systems for own specialized area
  • Handles 1st level escalated issues and provides work guidance and direction Accountable for resolving exceptions, non-standard issues / transactions and/or escalating to appropriate level where further clarity or interpretation of more complex policies or rules is required
  • Provides process / policy guidance to others – internal partners/clients
  • Focus of work is weekly, monthly and/or longer with addition of ad-hoc and initiative based requests, as required
  • Requires advanced knowledge of business unit and operational functions for business area supported and regulatory issues/requirements for jurisdictions supported
  • May involve cross-functional teams across TDBG and/or involving external contacts
  • Generally reports to a Team Leader


  • High School diploma
  • Undergraduate degree/ college diploma preferred




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.

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