Senior Finance Analyst
TD Securities
•
Lake Mary, FL
0
0
0
0
Not Applicable
Posted April 17, 2026
Job link
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Responsibilities
Commitments
Responsibilities
- This role is critical in ensuring financial accuracy and integrity through timely balance sheet reconciliations, journal entry processing, and support of daily financial operations.
- 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
- Adding, subtracting, multiplying and dividing – Continuous
Commitments
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – 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
Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process
We’ll reach out to candidates of interest to schedule an interview.
We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com.
Not Met Priorities
What still needs stronger evidence
Requirements
- 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.
- Operating standard office equipment - Continuous
Education
- (Not required) – Bachelor’s degree in Accounting, Finance, or related field
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 and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
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 and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.