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Accounting Officer II

Toronto, ON
Full Time
Company Overview

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Department Overview
PRIMARY PURPOSE OF THE JOB Provides a range of administrative, transaction processing, data gathering, verification, cleansing, report production and/or operational finance support for the overall Bank.

CUSTOMER: • Handle operational finance activities such as processing / balancing / reconciling / validating transactions, investigating customer issues, preparation of files, data gathering and cleansing, report production and preparation etc.
• Process various finance related transactions accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
• Provide optimal internal customer and partner service, adhering to customer service standards
• Ensure exception/ correction/payment items and inquiry items are identified and properly processed as per department guidelines
• Act as a key resource to Finance partners by providing relevant and meaningful financial information / data, responding to enquiries and performing adjustments within authority levels
• Coordinate and/or consolidate financial information needs / requests
• Identify key variances and contribute to the analysis, due diligence and execution and/or implementation of potential initiatives within defined area of responsibility
• Maintain working relationships with internal customers, partners and/or vendors including responding to questions and/or concerns in an effective and timely manner
• Contribute to the execution or delivery of financial and/or special initiatives and programs as assigned
• Keep current on emerging issues and industry trends for the Business / Finance area being supported • Lead a team to achieve business / operational objectives, maintain effective day-to-day operations and deliver quality service and transaction processing consistent with TD Finance business objectives
• Lead a team of Operations Officers and/or Analysts which could be across multiple regions
• Monitor service delivery against standards, implement action to ensure service deliverables are achieved consistently
• Represent the team as the first point of escalation for customers / internal customers / business partners
• Apply knowledge of TD Finance systems, processes and regulations in resolving escalated customer issues ensure communication with key stakeholders elsewhere in TD Finance
• Develop and maintain working relationships with internal partners for the purposes of delivering optimal customer service
• Ensure all required processing / activities are complete and accurate to meet targets for own area
• Coach to ensure operations issues are handled appropriately and participate in the negotiation and resolution (including escalation) of significant internal and/or external partner issues

Job Description
SHAREHOLDER: • Prioritize and manage own workload to meet SLA requirements for service and productivity
• Understand and apply operating policies and procedures
• Follow internal and industry regulations and standard operating practices in completing and recording transactions for either the organization or customers
• Escalate non-standard or high risk activities as necessary
• Ensure documentation that is prepared / completed is accurate and properly reflects business intentions and is consistent with relevant rules / regulations
• Complete investigations report / escalate risk issues or process gaps identified
• Identify and recommend opportunities to enhance productivity, effectiveness and operational efficiency
• Ensure necessary due diligence to support the accuracy of all transactions / activities
• Be knowledgeable of and comply with Bank Code of Conduct • Supervise day-to-day operations / activities, balance workloads, ensure compliance to internal / external requirements and the achievement of service level standards and productivity targets
• May lead an operational production support group and provide management with analysis of key process drivers, production gaps, root cause analysis of and performance and productions issues where applicable
• Identify operational issues and recommend improvements, provide support during implementation and testing of new processes changes and/or technology that address production gaps
• Resolve escalated matters and refer complex issues / situations beyond own level of expertise
• Ensure adherence to operating standards and processes perform quality checks and validation of team members' work
• Review and/or update procedures ensuring all functions and systems are well documented
• Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists
• Apply knowledge of TD Finance systems, products and services, and external requirements, in achieving efficiency and productivity objectives for the group
• Ensure that Officers and Analysts understand how their work relates to or supports the activities of others outside of their function/unit
• Recommend, implement and monitor the achievement of process enhancements Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area

EMPLOYEE / TEAM: • Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
• Participate in personal performance management and development activities, including cross training within own team
• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand champion for your business area/function and the bank, both internally and/or externally Work within generally defined guidelines, accountable for completing a range of transactions or activities that involve single to multiple steps and several systems or applications characterized by a combination of manual and automated processes
• Transactions and activities require process knowledge for own area of expertise and could include ad hoc non-routine requests across multiple jurisdictions
• Identifies issues and resolves or escalates internally as required (within a prescribed set of parameters/rules)
• Typically has interaction with internal customers/partners
• Focus of work is on the completion of day to day or weekly processes or activities however may include monthly routine activities
• Requires working level knowledge of the business unit and operational functions for the business area supported as well as regulatory issues/requirements for jurisdictions supported
• Generally reports to a Team Leader High School diploma
• Undergraduate degree/ college diploma preferred
• 1+ years relevant experience Ability to exercise sound judgment in making decisions
• Ability to analyze complex information and develop plans to address identified issues
• Ability to establish goals and objectives that support the strategic plan [People Manager roles L10 & L11]
• Demonstrated skills in conflict resolution, strong intuitive judgment and negotiation/influencing skills, flexibility and adaptability to changing priorities in a fast-paced environment, along with a strong consultative approach
• Skill in collecting, organizing and analyzing complex or technical data
• Skill in using logic and reasoning to identify the strengths and weaknesses of alternative situations, conclusions or approaches to problems
• Skill in active learning by understanding the implications of new information for both current and future problem solving and decision making
• Skill in identifying complex problems and reviewing related information to develop and evaluate options and implement solutions
• Skill in decision making by considering relative costs and benefits of potential actions and choosing the most appropriate option
• Ability to determine which issues to escalate versus to resolve independently, and provide suggestions for possible resolution
• Ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events)
• Ability to evaluate documents for accuracy and legal conformance
• Ability to anticipate and diffuse problems before they occur
• Ability to conduct short-range and long-range business planning
• Ability to develop objectives, evaluate effectiveness and assess needs
• Ability to recognize, analyze and solve a variety of problems

Additional Information


Intermediate Team Leader role that oversees the moderately complex or diverse operations or functional area - impacts a significant part of the organization and entails leading teams in completing multiple step transactions / processes / activities that may involve numerous systems and/or jurisdictions, and range in complexity from medium to high
•Requires strong process management knowledge and understanding of the business unit and operational functions for the business area supported
•Plans, organizes and coordinates the activities for own area and resolves operational issues and work focus time horizon is generally medium term
•Leads bigger teams focused on diverse and/or complex processes / activities
•Decision making authority and ambiguity and nature of issues managed are generally more complex, risk oriented, time sensitive and/or impacts a significant function/area
•Effectively handles critical and/or high risk issues, determining the most appropriate course of action for resolution
•Generally reports to a Manager role

•High School diploma
•Undergraduate degree/ college diploma preferred 3+ years relevant experience Ability to establish goals and objectives [that support the strategic plan]
•Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique and coordination of people and resources
•Skill in mediation and dispute resolution
•Skill in monitoring/assessing the performance of self and other individuals to make improvements or take corrective action
•Skill in mentoring/coaching others [where applicable add performance management]
•Skill in motivating, developing and directing people as they work
•Skill in identifying the developmental needs of others and coaching, mentoring or helping others to improve their knowledge or skills
•Ability to create and foster a cohesive team, and promote a positive work environment for all employees
•Ability to effectively plan and delegate work to others
•Ability to plan, assign and/or supervise work to others
•Ability to train and supervise others



At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
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About TD

The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by branches & serves approximately 22 million custom...

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Banking & Finance
10,000+ employees