Financial Planning & Analysis Associate

Job Description Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC's competitive endeavors across the world. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: The Financial Planning & Analysis Associate role will provide full support to DTCC's FP&A's objectives. This includes developing budgets, forecasts and P&L management for different businesses and functions. It involves tracking performance vs. budgets and explaining variances and preparing financial performance presentations for senior management and board meetings. The overall objective is to partner with the business and functional managers to meet financial commitments and goals and assist management in making sound financial decisions. Your Primary Responsibilities: Ability to query, analyze and present data; proactively provide information in anticipation of key questions Develop income statements, balance sheets and cash flows based on a set of assumptions Analyze new project initiatives from an economic perspective by breaking down a problem and work with others to solve Investigate complex analysis to solve key business issues Work across multiple channels to assist in ad-hoc projects involving M&A analysis, pricing, revenue analysis and system implementation Develop and maintain financial models Evaluate processes to drive efficiencies to deliver improved financial performance, such as process mapping and improvement Additional ad hoc responsibilities may apply Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately Qualifications: Minimum of 4 years of related experience Bachelor's degree preferred or equivalent experience Talents Needed for Success: Bachelor's degree in Finance/Accounting (Masters/MBA preferred) 3-4 years experience in Financial Analysis/Accounting preferred Proficient in Microsoft Office, financial systems and reporting Strong communicator who is a self-starter and highly motivated individual The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. About Us DTCC safeguards the financial markets and helps them run efficiently, in times of prosperity and crisis. We are uniquely positioned at the center of global trading activity, processing over 100 million financial transactions every day, pioneering industry-wide, post-trade solutions and maintaining multiple data and operating centers worldwide. From where we stand, we can anticipate the industry's needs and we're working to continually improve the world's most resilient, secure and efficient market infrastructure. Our employees are driven to deliver innovative technologies that improve efficiency, lower cost and bring stability and certainty to the post-trade lifecycle. DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It's the chance to make a difference at a company that's truly one of a kind. Learn more about Clearance and Settlement by clicking here. About the Team Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC's competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry. The Financial Planning & Analysis department enables DTCC to maintain the highest level of financial performance by providing sound planning, budgeting, business case development, client pricing and performance reporting in support of the company's business lines and operating departments.

Created: 2024-11-05