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Senior Analyst External Reporting

Quick Facts

Omaha, Nebraska, St Louis, Missouri, Fort Worth, Texas ID# 2018-20480 Regular Full-Time Second Level Professional


The Senior Analys External Reporting will assist with all consolidated and subsidiary financial reporting.


  • Assist with the preparation of disclosures and supporting documentation for Form 10-K/10-Q
  • Assist in the administration of 10-K/10-Q, including filing with the SEC
  • Prepare the 10-K/10-Q eXtensible Business Reporting Language (XBRL)
  • Preparation of financial reporting/metrics tables for the Company’s quarterly earnings release.  Review supporting documents used in the quarterly earnings call for accuracy and Reg. G (reconciliation of non-GAAP measures requirement) compliance (e.g. review earning release presentation; management scripts; Company’s Outlook Statement and Fact Sheet)
  • Track common stock outstanding and treasury stock in an Excel worksheet  
  • Calculate basic and diluted weighted average shares outstanding monthly
  • Preparation of the monthly cash flow statement


  • Bachelor’s degree in Accounting provides the baseline knowledge for the position,
  • Solid understanding of generally accepted accounting principles (GAAP)
  • 3-5 years of accounting or financial reporting related work experience
  • CPA required
  • Series 27 (FINOP) license required or the ability to pass the exam within one year of employment
  • Financial reporting skills
  • Analytical skills
  • Understanding of SEC reporting requirements helpful
  • Proficient in Microsoft Excel and Word
  • Detail oriented and excellent organizational skills, with the ability to prioritize multiple projects concurrently
  • Excellent communication skills and able to work with different levels of management
  • Military education or experience may be considered in lieu of civilian requirements listed

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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.

© 2019 TD Ameritrade IP Company, Inc.

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All about growth.

By virtue of what we do, our world is filled with numbers. Here are just a few that we believe best describe TD Ameritrade at its finest.

  • 10,000 Full-time

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    in 49 States

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  • 18,380 Hours Volunteered to
    Community Programs in 2017

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