TD Securities · 23 hours ago
Business Intelligence Specialist (US)
Mount Laurel, NJ
Full-time
Onsite
Mid, Senior Level
$95K/yr - $143K/yr
5+ years expTD Securities is one of the world's leading global financial institutions, and they are seeking a Business Intelligence Specialist to manage a diverse portfolio of business activities and reporting. This role involves designing and developing complex presentations, reports, dashboards, and scorecards to support business needs while ensuring alignment of metrics across the organization.
BankingFinanceFinancial Services
Responsibilities
Provides the design / development of complex presentations, reports, dashboards and scorecards to support business needs; ensures alignment of metrics across the organization
Acts a technical working lead / resource to others
Works closely with senior leadership on significant projects
Drives the streamline, healthiness, and simplification of the reporting stack, ensuring optimal efficiency and clarity
Works autonomously and accountable for acting as a lead within a specialized BI & Reporting function and may provide work direction to others
Provides 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 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
Works effectively across multiple business units with numerous stakeholders to deliver reporting and BI solutions
Scope of role may have enterprise impact
Generally, focuses on broad range of complex issues that may span from medium – long term issues (e.g. 6-12 months)
Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise
Oversees and/or independently performs tasks from end-to-end
Initiates and provides leadership, tactical / technical direction and planning input for all business relevant information
Elicits information requirements and articulates those requirements in a manner that can be easily understood by other data and business partners
Identifies data elements to address reporting requirements
Streamlines and improves existing reporting to eliminate errors and redundancies
Ad-hoc reporting and derived insight analysis as required to support internal and external business partners
Provides on-going communications on project status and systems capabilities
Leads on enterprise data visualization needs and ensures related activities to overall strategies are completed
As the leading subject matter expert, provides advisory or consultative services for supported colleagues and/or businesses regarding multi-format data visualization techniques
Adheres to enterprise frameworks or methodologies that relates to activities for our business area
Ensures respective programs / policies / practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities
Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
Ensures 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)
Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provides guidance for complex situations
Conducts internal and external research projects; supports the development / delivery of presentations / communications to management or broader audience
Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, makes recommendations, assesses the effectiveness of programs / policies / practices
Monitors service, productivity and assesses efficiency levels within own function and implements continuous process / performance improvements where opportunities exist
Leads / facilitates and/or implement actions / remediation plans to address performance / risk / governance issues
Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest
Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
Keeps current on emerging trends / developments and grows knowledge of the business, related tools and techniques
Participates in personal performance management and development activities, including cross training within own team
Keeps 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
Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships
Contributes to a fair, positive and equitable environment that supports a diverse workforce
Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
Qualification
Required
Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science)
Graduate's degree preferred with either progressive project work experience, or
5+ year of relevant experience; higher degree education and research tenure can be counted
Preferred
Prior experience with Alteryx will be beneficial
Any MS Azure cloud experience including training or previous work with Synapse SQL, PySpark and Databricks a huge plus
Familiarity with most Microsoft Office 365 applications including Power Automate and Power Apps with basic skills in developing custom Power Automate workflows to effectively implement automation and process improvements based on evolving client requirements
Ability to communicate and synthesize technical and business information to technical and non-technical individual stakeholders
Ability to establish and maintain strong relationships with key business partners and stakeholders
Strong leadership and interpersonal skills
Comfortable with ambiguity and frequent context-switching in a fast-paced environment
Ability to deliver quality work under pressure while managing multiple priorities and acting with a sense of urgency
Hands-on experience with at least one of the visualization tools below: Power BI or Tableau Desktop/Server
Strong SQL skills including writing complex queries and using tools such as SQL Management Studio, SQL Developer, TOAD or other to query and extract data from data warehouses
Benefits
Health and well-being benefits
Savings and retirement programs
Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
Banking benefits and discounts
Career development
Reward and recognition
Company
TD Securities
TD Securities is an investment banking that offers global transaction, M&A advisory, foreign exchange, and equity research services.
5001-10000 employees
H1B Sponsorship
TD Securities has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (50)
2023 (38)
2022 (31)
2021 (27)
2020 (30)
Funding
Current Stage
Late StageLeadership Team
Rona Ambrose
Deputy Chairwoman
Recent News
Company data provided by crunchbase