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

At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value.

We engage with our clients in many different ways including online, on-the-go via mobile applications, over the phone or through independent registered investment advisors. Our clients choose how they want to work with TD Ameritrade – not the other way around.