Finance Analyst, Investment Banking

2 weeks ago

Toronto, Canada TD Bank Full time

413117BR

Securities / Wholesale Banking

Toronto, ON

June 30, 2023

Company Overview

Department Overview

TD Securities Corporate & Investment Banking is one of the leading Investment Banking franchises in Canada. Our team provides corporate and government clients with capital markets and financial advisory services worldwide. We meet our client’s needs every day by providing them with sophisticated knowledge of capital markets and precise execution capabilities.
The Business Management team within Corporate & Investment Banking is responsible for providing ongoing operational and strategic support to Relationship Managers and Senior Executives within the department, such that their focus can remain on providing optimal client coverage. The team liaises with various TDS and TDBG support partners including Finance, Compliance, Human Resources, Technology, and Premises to advance the needs of the department, as well as assist with rolling-out any firm or bank-wide initiatives.
In this role as a Finance Analyst, CIB Business Management, you will support the Director, Business Management in providing operational expense management & analysis for the Corporate & Investment Banking department globally.

**Job Description**:

- Develop and maintain relationships with client-facing corporate & investment banking professionals, Finance support partners and the TDS Finance Operations team.
- Manage month-end and quarter-end accounting functions for CIB, including expense review and posting of journal entries
- Monthly and Quarterly reporting for key department metrics
- Manage end to end client billing cycle for Equity, M&A and Commercial Brokerage transactions
- Own the vendor invoicing process, including sponsorships & donations, from initial approval to the final payment.
- Manage all incoming legal invoices, including those submitted electronically via TyMetrix, working with Front Office, and TD Legal to ensure timely payment.
- Act as SME for both TDBFG and CIB Expense policies, which includes providing advice & guidance to both bankers and administrative staff with respect to expense related queries and reconciling differences between the two policies and making updates/adjustments as necessary.
- Act as SME for Coupa system / EMS and provide training to new hires on expense policies & reimbursement process
- Conduct ad hoc reporting and analysis as requested
- Leverage technology to identify efficiencies in processes, and areas for improvement.

**Requirements**:
**Qualifications/Skills/Experience**:

- Excellent interpersonal and communication skills
- Intellectual curiosity, passion for innovation & simplification
- Demonstrates good judgement and discretion
- Proven analytical skills, problem solving ability, and meticulous attention to detail
- Ability to manage high volumes of data in a fast paced, deadline oriented environment
- Intermediate Excel Skills

**Specific Educational Requirements / Accreditations**:

- Undergraduate degree in Finance or Accounting
- CPA, CGA or CPA, CMA is preferred

Additional Information

LI-Hybrid

Hours

37.5

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.

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