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Finance Analyst II

Quick Facts

Omaha, Nebraska ID# 2018-14489 Regular Full-Time First Level Professional


As a member of the financial planning and analysis team (“FP&A”), the financial analyst is responsible for analyzing actual and potential future financial results, internal reporting on company performance and assisting with corporate-level planning and forecasting. Financial results and analysis are provided to key business leaders including the Senior Operating Committee (“SOC”) members, CEO,  and Board of Directors.  The position also plays a key role supporting the quarterly earnings release process including maintaining various schedules for executive preparation and reviewing information contained in key earnings documents such as CFO/CEO script, press release, company fact sheet and metrics.  This position often has changing priorities and frequent requests to perform time-sensitive ad hoc financial analysis/modeling for executives.  Critical thinking and the ability to work well with a team of FP&A professionals are critical abilities necessary for success in this role.


  • Work with all Business Unit finance managers to consolidate and explain revenue and expense variances
  • Responsible for gathering data and preparing slides for quarterly business reviews and Board updates
  • Maintain and distribute weekly P&L projection report to SOC
  • Prepare external metrics
  • Perform monthly interest analysis that is used by the team to help explain major variances to senior management of Finance
  • Loading of data into Hyperion such as: FTEs, cash flow, balance sheet, shares, etc
  • Provides data used to support TD Bank (MTO, monthly P&L, etc)
  • Verifies numbers in CEO/CFO scripts, earnings tables, slides & fact sheet
  • 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, SOC and Board


  • Finance background with 2 -4 years of experience in financial reporting, data gathering and/or auditing financial results
  • 4 year college degree (Finance or Accounting major is preferred).
  • MBA strongly preferred
  • Hyperion or SmartView experience preferred
  • Advanced modeling and Microsoft Excel experience preferred
  • Tableau experience preferred
  • Ability to put together PowerPoint presentations in a visually effective manner
  • 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 multi-task and work under tight deadlines
  • Understanding of accounting principals


Additional responsibilities include:

  • Use deductive and inductive research approaches to support decision making
  • Help the business identify and formulate hypotheses (deductive)
  • Monitor data and identify patterns and trends (inductive)
  • Assist in communicating findings to Finance management in a concise and understandable fashion
  • Create presentations, graphs, dashboards, etc. to display findings and results utilizing Excel, Tableau, PowerPoint, etc.
  • Ensure bias and data quality issues are resolved or explained when communication occurs
  • Continue development of domain expertise by attending partner meetings in order to be able to think strategically about relevant data sets and metrics
  • Assist in translating business stakeholder requirements into reporting deliverables for the reporting team to automate
  • 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

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About TD Ameritrade.

A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.

As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click here. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank.

© 2014 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

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