Business Intelligence Specialist

Job Description:

Manage a diverse portfolio of business activities/ reporting. As the specialist, this role is responsible for the design/ development of complex presentations, reports, dashboards and scorecards to support business needs; ensure alignment of metrics across the organization. Acts as a technical working lead/ resource to others. Work closely with senior leadership on significant projects. Drive the streamline, healthiness, and simplification of the reporting stack, ensuring optimal efficiency and clarity.

CUSTOMER

• Initiate and provide leadership, tactical / technical direction and planning input for all business relevant information.
• Elicit information requirements and articulate those requirements in a manner that can be easily understood by other data and business partners.
• Identify data elements to address reporting requirements.
• Streamline and improve existing reporting to eliminate errors and redundancies.
• Ad-hoc reporting and derived insight analysis as required to support internal and external business partners.
• Provide on-going communications on project status and systems capabilities.
• Lead enterprise data visualization needs and ensure related activities to overall strategies are completed.
• As the leading subject matter expert, provide advisory or consultative services for supported colleagues and/or businesses regarding multi-format data visualization techniques.

SHAREHOLDER

• Adhere to enterprise frameworks or methodologies that relate to activities for our business area.
• Ensure respective programs/policies/practices are well managed, meet business needs, comply with internal and external requirements, and align with business priorities.
• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate.
• Ensure business operations are in compliance with applicable internal and external requirements (e.g., financial controls, segregation of duties, transaction approvals and physical control of assets)
• Participate in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations.
• Conduct internal and external research projects; support the development/ delivery of presentations / communications to management or broader audience.
• Conduct meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices.
• Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist.
• Lead / facilitate and/or implement actions / remediation plans to address performance / risk /governance issues.
• Actively manage relationships within and across various business lines, corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements.
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite.

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.
• Provide thought leadership and/or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit.
• Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques.
• 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 team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
• Lead, motivate and develop relationships with internal and external business partners/stakeholders to develop productive working relationships.
• Contribute to a fair, positive and equitable environment that supports a diverse workforce.
• Act as a brand ambassador for your business area/function and the bank, both internally and/or externally.

BREADTH & DEPTH:

• Work autonomously and accountable for acting as a lead within a specialized BI & Reporting function and may provide work direction to others.
• Provide seasoned specialized knowledge, advice, and/or guidance to various stakeholders and team members.
• Expert knowledge of reporting and BI platforms, tools and techniques used within enterprise and within broader industry and ability to effectively leverage it to support a broad range of reporting and BI functions.
• Expert at utilizing data sources across the organization with ability to integrate data across multiple platforms.
• Expert at utilizing data visualization techniques/tools across the organization to support multiple businesses.
• Manages communication at senior and executive level.
• Work effectively across multiple business units with numerous stakeholders to deliver reporting and BI solutions.
• Scope of role may have enterprise impact.
• Generally, focus on a broad range of complex issues that may span from medium – long term issues (e.g., 6-12 months)
• Undertake and complete a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise.
• Oversee and/or independently perform tasks from end to end.
• Generally, reports to a Senior Manager or executive role.

EXPERIENCE AND / OR EDUCATION

• Undergraduate degree, Bachelor of Commerce or equivalent.
• 5+ years of relevant experience; higher degree education and research tenure can be counted.
• Knowledge of XBRL reporting/tags is considered an asset
• Mapping of new elements to the Customer’s extended taxonomy
• Tagging of accounting facts/disclosed data
• Validation of the XBRL instance documents/files
• General report management and project roll-forward process
• US GAAP/IFRS taxonomy migrations to the newest taxonomy base
• Conversion to iXBRL output when mandated for Customer to file
• Teamwork/Relationship Management – ability to work effectively in teams.
• Professional accounting designation CPA, CMA, CGA is considered an asset.
• Strong technology background and ability to easily translate business requirements into technical terms.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

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 a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

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.