Sr. Specialized Finance Manager (US) - Financial Reporting

Sr. Specialized Finance Manager

The Sr. Specialized Finance Manager provides top technical expertise for overall functional area and provides guidance and advisory support to others as needed.

Accountable for leading or conducting expert analysis/research, reviews to support functional goals/objectives.

Depth & Scope:

• Recognized as top level expert within the company and requires significant breadth of expertise in their complex field and knowledge of broader related areas
• Senior specialist providing advisory support within area of domain expertise to executives, business segment leaders
• Accountable for own work and sometimes others; acts as an escalation point or knowledge resource for others in their own area
• Integrates knowledge of the enterprise functions or business segments overarching strategy in leading program design, policy formulation or operating standards within one or more areas of expertise
• Anticipates emerging business trends and regulatory/risk issues as a basis for recommending large-scale product, technical, functional or operations improvements
• Serves as a source of expert advice to team in field of specialty; may indirectly provide guidance to others
• Advises on execution strategy and leads the development and deployment of functional programs or initiatives within their own field or across multiple specialties
• Solves unique and ambiguous problems with broad impact; typically oversees standards, controls and operating methods that have significant financial and operational impact within the context of their own field
• Requires innovative thinking to develop new solutions
• Engages stakeholders to act; serves as a source of expert advice, influences change; frames information in broader context
• Provides guidance, makes recommendations and collaborates with business to ensure solutions meet the business needs on projects/programs
• Identifies and leads problem resolution for project/program complex related issues at all levels

Education & Experience:

• Undergraduate degree and/or
• 10+ years of relevant experience preferred
• Accounting, financial or relevant professional designation preferred

Customer Accountabilities:

• Focuses on comprehensive reviews, specialized analysis, audits and/or initiatives and a variety of complex projects and initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes within own area of expertise
• Facilitates integration of several key functional areas and/or business lines in dealing and solving highly complex financial management/ specialized accounting / taxation / audit / regulatory reporting and operational issues
• Acts as the primary interface with Finance partners/leaders and external parties
• Acts as key contact and expert within area of expertise for the development, design and delivery of effective accounting/ taxation processes, policies, programs and advice
• Maintains awareness of changing legal/regulatory requirements and practices within the industry and consults with policy/process owners within Accounting/ Taxation to ensure compliance
• Engages, manages and influences internal/external cross-functional partners to develop/deliver integrated solutions
• Accountable for the development and delivery of broad enterprise wide accounting/ taxation policies and initiatives, which may have significant regulatory components
• Creates business cases and innovative recommendations
• Executes on diverse and complex policies, implements and develops activities and tools for businesses. Supports financial strategy and management activities

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 exercises 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 appetite

Employee/Team Accountabilities:

• Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
• Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
• Keeps current on emerging trends/developments and grow knowledge of the business, related tools and techniques
• Participates in personal performance management and development activities, including cross training within own team
• Keeps 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
• Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
• Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships.
• Contributes to a fair, positive and equitable environment that supports a diverse workforce
• Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• Domestic Travel Occasional
• International Travel Never
• Performing sedentary work Continuous
• Performing multiple tasks Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds Occasional
• Sitting Continuous
• Standing Occasional
• Walking Occasional
• Moving safely in confined spaces Occasional
• Lifting/Carrying (under 25 lbs.) Occasional
• Lifting/Carrying (over 25 lbs.) Never
• Squatting Occasional
• Bending Occasional
• Kneeling Never
• Crawling Never
• Climbing Never
• Reaching overhead Never
• Reaching forward Occasional
• Pushing Never
• Pulling Never
• Twisting Never
• Concentrating for long periods of time Continuous
• Applying common sense to deal with problems involving standardized situations Continuous
• Reading, writing and comprehending instructions Continuous
• Adding, subtracting, multiplying and dividing Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches