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Financial Technology Insights Analyst

TD Ameritrade

TD Ameritrade

Financial Technology Insights Analyst

Omaha, NE
Full Time
Paid
  • Responsibilities

    This position will support the Core Technologies Group, which is responsible for the company's clearing and corporate applications. The primary responsibility of this position is to support this business unit's budgeting/forecasting processes and analyzing related data into meaningful and actionable insights. The analyses performed by this position directly impacts and influence strategic decision-making.

    RESPONSIBILITIES:

    • Prepare meaningful, data-driven insights to influence business decisions. Underlying analyses supported include financial, product/platform, and business/technology drivers. The analysis may require either deductive or inductive approaches.
    • Create and conduct reporting, often from disparate data sources, to support stakeholder needs. Reporting can take multiple forms such as presentations, graphs, dashboards, or infographics. Communicate data insights in a concise and understandable fashion.
    • Determine and proactively monitor metrics and key performance indicators for the business unit, recommending changes as needed. Proactively track the expected and actual impact of business decisions to these data. Maintain these data in the appropriate systems as assigned.
    • Promote data-driven insights effort across the organization through partnerships. Work closely with others to promote fiscal responsibility and transparency. Develop trusted partnerships with business leaders based on collaboration and knowledge of business and technology. Promote continuous improvement of processes and data.
  • Qualifications

    REQUIREMENTS:

    • 4 year college degree in Finance/Accounting/Business or related discipline.
    • 2+ years related experience.
    • Must be business-centric, data-oriented, analytically-minded, and results-driven.
    • Ability to identify appropriate datasets to be able to support analytics/reporting and conduct data extraction.
    • Comfortable with constantly evolving environment and rapidly changing priorities.
    • Ability to effectively plan and manage responsibilities.
    • Attention to detail and accuracy.
    • Solid critical thinking skills to scope and frame problems.
    • Displays excellent judgment to understand and support business needs.
    • Effective written and verbal communication skills.
    • Strong interpersonal and relationship-building skills.
    • Command of accounting principles and strong math skills.
    • Strong business and technology acumen.
    • Ability to handle sensitive information appropriately.
    • Interest in improving processes and creating efficiencies.
    • Demonstrates curiosity about what drives business trends.
    • Familiarity with the Technology Business Management (TBM) framework a plus.
    • Advanced Microsoft PowerPoint, Excel, and Word skills.
    • Experience with financial management systems a plus.
  • Industry
    Financial Services
  • About Us

    At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value.

    We engage with our clients in many different ways including online, on-the-go via mobile applications, over the phone or through independent registered investment advisors. Our clients choose how they want to work with TD Ameritrade – not the other way around.