Patrick Han
Senior Finance Analyst @TD
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WORK HISTORY
Senior Finance Analyst @TD
Toronto, ON, CA
TD Securities Expense Analysis & Reporting • Act as the primary finance contact for TDS Infrastructure, providing strategic analysis and advisory to leaders on run-rate actions to align spend with plans.• Manage monthly reporting, delivering variance narratives (MoM/YoY) tailored for senior leadership.• Lead planning and forecasting, building templates and translating complex assumptions into executable financial plans.• Own front-office expense allocation methodologies, utilizing driver analysis (FTE, usage) to enhance profitability reporting accuracy.• Redesigned reporting workflows and automated Excel processes, saving 10+ hours per monthTD Securities Stress Testing Advisory & Balance Sheet Management• Led financial data advisory for CCAR/DFAST and EWST/MST stress models to ensure regulatory compliance.• Designed balance sheet forecasting models for IHC and NYB, streamlining submissions to the Federal Reserve Board. • Supported CDIC Resolution Planning by analyzing market and credit risk impacts of trading book wind-downs.
EDUCATION
University of Toronto - University of Trinity College
Honours Bachelor of Science
Florida Atlantic University
Master of Accounting
Trinity College School - TCS
Ontario Secondary School Diploma (OSSD)
ABOUT PATRICK HAN
Finance professional and CPA with over 8 years of experience at TD, specializing in FP & A, management reporting, and strategic forecasting. I hold a Master of Accounting with a focus on Business Valuation and am currently a CFA Level 2 Candidate, bridging the gap between technical accounting and sophisticated investment analysis.My core expertise lies in transforming complex data into actionable insights for senior leadership. I have a proven track record of managing billion-dollar expense bases and automating workflows using Excel/VBA, Power Query, and Alteryx—saving hundreds of hours annually and eliminating manual error. My background also includes credit risk analysis, stress testing advisory (CCAR/DFAST), and M&A integration support, allowing me to bring a comprehensive risk-based lens to financial planning.Core Competencies:• Financial Planning & Analysis: Budgeting, forecasting, and variance narratives.• Automation & Efficiency: Advanced workflow optimization using VBA and Alteryx.• Risk & Compliance: Credit risk analysis, CCAR/DFAST stress testing, and IFRS advisory.• Strategic Advisory: Partnering with senior stakeholders to drive business performance.
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