Financial Planning & Analysis Associate Director

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're 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.

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 FP&A  Associate Director is a strategic finance leader within the CFO organization, serving as a trusted partner to business, technology and finance stakeholders. The role delivers structured, actionable financial insights to support enterprise decision-making, drive performance, and evaluate strategic opportunities.

You will lead forecasting, planning, investment analysis and decision support for DTCC’s Clearing and Security Services businesses. The Associate Director brings analytical rigor, autonomy, and fresh perspectives to strengthen FP&A processes and business partnership.

Your Primary Responsibilities

Financial Planning & Performance Management

• Lead annual budgets, periodic forecasts, and month-end close activities ensuring accuracy, transparency and alignment with business strategy
• Develop and maintain robust financial models incorporating volume, pricing, cost drivers, and client economics
• Maintain rigorous cost management and budgetary control 
• Provide clear explanations of performance drivers, variances, and financial trends to senior leaders

Investment Portfolio & Program Finance

• Evaluate technology portfolio initiatives through rigorous financial analysis and business case development
• Prepare funding requests and portfolio updates for oversight forums; monitor project spend performance
• Review monthly portfolio variances and provide insights on key variance drivers

Business Partnering 

• Act as a trusted advisor to senior stakeholders, influencing decisions through fact-based, data-driven financial insights
• Communicate effectively with technical and non-technical audiences, delivering clear, well-structured financial presentations and executive-ready analysis 
• Take initiative and collaborate across FP&A and other finance teams on ad hoc projects, cross-functional planning, and process improvement initiatives

Qualifications: 

To be successful in this role, the candidate should operate with a high degree of autonomy, proactively partnering with business stakeholders and communicating complex financial analysis clearly and confidently at an executive-ready level. The candidate exhibits a rigorous analytical approach and is adapt at employing structured financial analysis (quantitative and qualitative). The candidate must be able to maintain composure under pressure, adapt to shifting priorities while meeting deadlines, and work both independently and as part of a cross-functional team. This role requires effectively balancing day-to-day responsibilities with strategic support and balancing attention to detail with big-picture perspective.

• 7+ years of experience in FP&A or corporate finance roles
• Bachelor’s degree in Finance, Accounting, or related field (MBA/CPA/CFA a plus),

Talents Needed for Success:

• In-depth understanding of financial statements, expense drivers, and performance metrics, as well as experience managing month-end close and forecasting cycles 
• Strong financial modeling and analytical skills (e.g. scenario analysis, sensitivity analysis)
• Demonstrated ability to prepare and deliver presentations for senior management, collaborate with and manage stakeholders
• Familiarity with project portfolio finance
• Proficiency in FP&A systems and advanced Excel required
• Experience with AI-enabled tools to advance analytics, improve forecast accuracy and deepen business insight is highly valued
• Familiarity with capital markets, financial services or post-trade infrastructure is a plus
• Experience using business intelligence, data visualization, and process automation tools is a plus 
• Demonstrates strong analytical judgment and the ability to translate complex issues into clear, actionable insights
• Influences stakeholders effectively and builds alignment across cross-functional teams
• Operates with a high degree of autonomy, accountability, and ownership
• Challenges assumptions constructively and drives continuous improvement in financial analysis and decision-making

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.