Senior Financial Analyst driving FP&A, forecasting, and executive reporting for Upstart’s AI lending marketplace. Supporting financial decisions across its Unsecured Lending organization.
About the role
- TD Securities finance intern supporting Global Markets reporting, profitability analysis, and process automation. Hybrid Toronto role using Excel, Tableau, Alteryx, and Hyperion.
Responsibilities
- Work closely with business partners to understand client revenue and profitability (NIAT) and inform business decisions driving profitable growth
- Assist with designing and implementing reporting to monitor progress against initiatives across Global Markets
- Simplify and automate existing processes using Tableau and Alteryx
- Support management reporting for Equities, Equities Derivatives, and EQ/Debt Underwriting & Securitization Finance teams
- Perform standard month-end activities
- Streamline Hyperion and source-system bookings to the lowest granularity of business inputs
- Help build regional planning and reporting processes
- Participate in process improvements, data analytics, ad hoc requests, and projects/initiatives
- Work Monday-Friday during standard business hours
Requirements
- Currently enrolled in an undergraduate degree in Business, Commerce, Finance, Accounting or related field
- Intent to return to school at the end of the work term
- Enrolled or planning to pursue a CPA designation, or committed to pursuing a career in Finance Transformation
- Financial acumen
- Curiosity, innovation, and problem-solving orientation
- Proficiency in Excel and data analysis tools
- Ability to work effectively in teams
- Strong written and verbal communication skills
- Basic understanding of capital markets / financial products preferred
- Proficiency in Office applications and software
- Coding capabilities for process automation/streamlining are an asset
- Applications must include a transcript, cover letter of one letter-sized page or less, and a resume of maximum 2 pages
- Must reside in Canada, the country where the role is located
Benefits
- World class training
- Leadership talks with key leaders
- Lunch and Learns on innovation, diversity and inclusion, and personal branding
- Career, development, and performance conversations
- Online learning platform
- Mentoring programs
- In-person training and onboarding sessions
- Competitive benefits plan
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Reward and recognition programs
- Accessibility accommodations during recruitment/interviews
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