Financial Analyst II (Corporate)

TD Ameritrade - Omaha, NE3.9

Full-time
About TD Ameritrade

At TD Ameritrade, we uphold the highest of standards in everything we do. It begins with a clear vision, strong leadership and putting integrity first. It's about embracing challenges through collaboration and open communication, while focusing on continuous improvement. And that's what drives us to create industry-defining technologies and services, which embody our steadfast client-centric approach to business. From beginning to end, we strive to always succeed by doing what's right for our clients, our shareholders, and our employees.

The Role

As a member of the financial planning and analysis team (“FP&A”), the financial analyst is responsible for analyzing actual and projected financial results across the Firm working with other business unit level FP&A colleagues, providing management reporting on company performance, performing financial analysis and assisting with corporate-level planning. The financial analyst also plays a key role working with Investor Relations to support the quarterly earnings release process. This position often faces changing priorities and frequent requests to perform time-sensitive ad hoc financial analysis for executives. Critical thinking and the ability to work well with a team of FP&A professionals are critical for success in this role.

Ideal candidates for this role will have an advanced degree with 2-4 years of related reporting/financial experience and possess an affiliation for use of technology in cloud ERP finance systems.

Expectations

Ability to thrive in a team environment
Use deductive and inductive research approaches to support decision making
Assist in communicating findings to management in a concise and understandable fashion
Help the business identify and formulate hypotheses (deductive)
Ensure bias and data quality issues are resolved or explained when communication occurs
Identify and surface data gaps that exist to the data reporting and data management teams and partner on how those gaps can be closed
Develop trusted partnerships with business leaders based on collaboration and knowledge of business

Work with Business Unit finance managers to consolidate and explain revenue and expense variances at the Corporate level
Gather data and prepare slides for Quarterly Business Reviews and Board updates
Maintain and distribute weekly P&L projection report to senior leaders in the organization
Perform monthly interest analysis that is used by the team to help explain major variances to senior management
Assist in cloud ERP and planning implementation efforts by developing expert understanding of new data strategy and creating automated reporting for decision makers across the firm
Partner and coordinate with treasury, business unit support and senior finance management to ensure financial models are updated with most current assumptions
Continue development of domain expertise by attending partner meetings in order to be able to think strategically about relevant data sets and metrics
Ad hoc analysis as needed for CFO, CEO, Senior Leaders, and Board

4 year college degree (finance, accounting, technology or math major is preferred)
MBA or graduate degree in finance, technology or statistics strongly preferred
Reporting background with 2 -4 years of experience in reporting, data gathering , and/or automating report generation preferred
Experience implementing or key user of cloud ERP systems such as WorkDay preferred
Excellent attention to detail
Excellent communication skills and ability to work with different levels of management
Ability to work both independently and with a group depending on circumstances
Ability to self-learn new modeling techniques and system applications
Ability to work under tight deadlines
Military education or experience may be considered in lieu of civilian requirements