Senior Finance Analyst

Work Location:

Lake Mary, Florida, United States of America

Hours:

40

Line of Business:

Finance

Pay Detail:

50,000 - 70,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. 

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Senior Finance Analyst - TDS (US)

• We are seeking a proactive and detail-oriented Finance Analyst to join our Finance team. This role is critical in ensuring financial accuracy and integrity through timely balance sheet reconciliations, journal entry processing, and support of daily financial operations. The ideal candidate is analytical, systems-savvy, and thrives in a fast-paced, collaborative environment.

Depth & Scope:

• Perform monthly reconciliations of balance sheet accounts, ensuring accuracy and completeness

• Identify, investigate, and resolve discrepancies in account balances and transactions

• Review and reconcile bank statements regularly, tracking incoming funds and outgoing payments

• Post accurate and timely journal entries related to client invoicing, corrections, and other general ledger activities

• Collaborate with back-office teams and trading desk to resolve commission discrepancies

• Manage billing cycles for multiple business lines

• Follow up with clients and brokers regarding outstanding receivable balances

• Lead or support finance-related projects, from planning through execution, ensuring deliverables and timelines are met

• Partner with business units to support business-as-usual (BAU) finance processes, including transaction reviews and financial queries

• Maintain accurate documentation for audit readiness and compliance with internal controls

• Recommend and implement process improvements to enhance financial accuracy and efficiency

Education & Experience:

• Bachelor’s degree in Accounting, Finance, or related field

• 3-5 Years of related experience

• Strong understanding of general ledger, journal entries, and reconciliation processes.

• Experience reviewing bank activity and payment transactions in a corporate setting.

• Proficiency in Microsoft Excel and familiarity with ERP/accounting systems (e.g., PeopleSoft, Oracle).

• High attention to detail, organizational skills, and ability to manage multiple priorities.

• Strong communication skills and a service-oriented approach to cross-functional collaboration.

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