DFIN Offices

Build and grow strategic technology and software partnerships that generate pipeline and revenue. Identify and activate partners, develop joint go-to-market strategies, drive co-selling and referrals, establish executive relationships, coordinate with sales and technical teams, lead partner enablement and marketing programs, and manage partner performance, pipeline, business reviews, and integration adoption.

Leads reporting and analytics initiatives, develops Power BI dashboards and KPI frameworks, performs trend and root-cause analysis, supports forecasting, and delivers actionable insights to business leaders. Partners cross-functionally to define requirements, improve data governance, validate reporting, and establish scalable standards. Mentors analysts and guides complex analytics workstreams while remaining hands-on with report development, SQL data extraction, documentation, and performance measurement.

Manage client accounts and projects through document composition, manufacturing, SEC EDGAR filings, printing, and final distribution. Serve as the primary customer liaison, translate requirements into workflow instructions, monitor SLAs and quality standards, coordinate internal teams and vendors, resolve issues, review deliverables, and support client presentations. Mentor associates, improve workflows, and ensure accurate, timely service delivery across multiple concurrent projects.